Biotek-snakken — Juni 2020
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Saniona (som jeg har “hypet” før) https://s3-eu-west-1.amazonaws.com/rdey-cms-prod/app/uploads/2020/05/saniona-6.pdf
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Although Enhertu was shown to reduce the risk of death by 41% in third-line HER2 positive gastric cancer patients, one potential wrinkle that emerged at ASCO was a lack of sufficient activity in HER2 'low' gastric cancer patients. AstraZeneca has touted the potential opportunity of using Enhertu to treat breast cancer patients who express low levels of HER2 who are not served by the targeted agents Herceptin and Perjeta (both of which are marketed by Roche).
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During an investor call earlier this week, Baselga played down concerns there could be read across here from gastric to breast cancer and said his views on potentially establishing Enhertu in a broader cohort of breast cancer patients are unchanged, largely on the strength of extensive data AstraZeneca has seen in this setting.
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Fate i emi - var det ikke Solsen, som nappede en bid? Fate expects to grant the underwriters a 30-day option to purchase up to an additional 15% of the shares of common stock offered in the public offering. https://finance.yahoo.com/news/fate-therapeutics-announces-proposed-public-200110051.html
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Så køre toget
SUTRO med nye data på STRO-002 den 22. juni.https://www.sutrobio.com/sutro-biopharma-to-present-new-preclinical-data-on-its-stro-002-antibody-drug-conjugate-at-the-upcoming-aacr-2020-virtual-meeting-on-june-22-2020/ -
Forstår ikke hvorfor Saniona stadig roder rundt i niveauet 26-27 SEK, men det bliver der nok lavet om på, når Tesofensine bliver godkendt i Mexico indenfor 1-2 mdr og Tesomet rykker over i fase III i løbet af efteråret.......så taler vi kurs 50-60 SEK som minimum.
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