Biotek-snakken — Februar 2021
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@Sukkeralf Mange tak for din vurdering. Biotek kan jo tage tid, så jeg vil holde fast og væbne mig med lidt mere tålmodighed
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Jeg synes Curasight ser rigtigt spændende ud og overvejer at købe lidt ind i den. De får publiceret en artikel i næste uge med data fra deres fase 2 studie der måske kan være en driver for kursen
, men er der nogen af jer der har kigget aktien og produktet efter i sømmene? -
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For followers of this space there is one other asset to watch: Lilly’s LY3434172. This is an anti-PD-1 x PD-L1 bispecific antibody, and has been in a phase I study for over a year, but no clinical data seem to have been presented yet.
A preclinical paper published this month in Cancer Immunology Research suggested that LY3434172 had demonstrated its “enhanced immunomodulatory properties”. Human data with LY3434172, and an update on Beigene’s combo strategy, are keenly awaited.
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@Sukkeralf: Jeg tjekkede Eli Lillys Q4 investor presentation den anden dag, men LY3434172 var stadig ikke angivet i deres pipeline:(
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GW Pharma to Be Acquired for $220 Per Share: https://www.newcannabisventures.com/gw-pharma-to-be-acquired-for-220/?fbclid=IwAR11_sa_67k_8Xg3NrnSjEYVRnbLol6bvBQFM0jv9VBi7Umzd3Ph--OlB9E
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Fest i Anavex tråden:
https://www.proinvestor.com/boards/89244#postdiv90636 -
Er nogen med i KALA? Tiltrækkes af undervurderede biotec med godkendte prod. KALA kan blive SOC i Dry Eye Disease og for post-operative ocular inflammation og smerter. De er først på markedet med FDA godkendelse for begge prod. https://investors.kalarx.com/static-files/2427af1d-5e9a-4a3d-a625-57bfee44f70c
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@Newt , tak den er også spændende, men noget dyrere, er ligesom rykket prismæssigt, men interessant pipeline. To meget forskellige tilgange Outpatient vs Home implant vs drop. Satser mine $$ i Oftalmologi på KALA, så længe deres launch af Inveltys går så godt. Tror på Eysuvis drops mod DED flares, nemt med en TRx når det opstår. Hvilken er din favorit og hvorfor ?
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