Biotek-snakken — Maj 2020
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Søger man inspiration til nye investeringer, an jeg anbefale at tjekke @buysidebio på Twitter, som har lavet en række sammenstillinger af de tunge Biotek fonde's investeringer køb og salg de seneste kvartaler. https://twitter.com/buysidebio
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In the meantime, abstracts were released for Phase II open-label studies of Enhertu, the antibody drug conjugate it is co-developing with Daiichi Sankyo – in HER2-positive metastatic colorectal cancer (CRC) and HER2-positive NSCLC. Enhertu has already been approved for the treatment of HER2-positive breast cancer.
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Association with interstitial lung disease (ILD) remains an issue but data suggest that Enhertu could have utility beyond indications which have historically been targeted by anti-HER2 treatments, demonstrating a response rate of 45% in CRC patients and 62% in those with NSCLC.
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Ja håber du tager fejl. ZW25 havde også et ILD dødsfald sidste år, men det viste sig at patienten senest havde været på DS8201. Men det er hårdt og man testes på troen i casen ZYME når man har læst ny resultater fra Enhertu og set den få Fast Track i sidste uge. Men jo bedre Enhertu er nu, jo bedre bliver vores optur hvis ZYME slår dem
Vi krydser fingre. -
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Nervøsitet - og spekulation. Mon ikke også denne fra Moderna kan have betydning? https://borsen.dk/nyheder/virksomheder/godt-nyt-fra-amerikansk-biotekselskab-har-succes-med-covid-19-vaccine
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BergenBio - Q1 result - ingen indtægter, NOK 56 mio. i cost, cash NOK 420 mio. - ingen nyheder fra pipen - men conf.call kl. 10:00 (ikke at jeg tror vi bliver meget klogere). https://www.bergenbio.com/bergenbio-asa-results-for-the-first-quarter-2020/
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