Biotek-snakken — Maj 2021
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Til gengæld er jeg lidt træt af partial clinical hold på MYOV (som jeg fik fisket af i dybet) - ser ud til at vi skal en tur ned igen
https://www.marketwatch.com/story/myovants-stock-falls-after-fda-puts-partial-clinical-hold-on-trial-for-contraceptive-candidate-2021-05-19?siteid=yhoof2 -
Det bliver også spændende, når embargo løftes for Sutros STRO-002 abstract. For de interesserede kan det findes her: https://meetinglibrary.asco.org/results/Sutro Biopharma . Data bliver tilgængelige kl. 23 aften, så vidt jeg kan finde frem til
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Sutros ny STRO-002 data er opsummeret i denne opdaterede corporate presentation: https://www.sutrobio.com/corporate-presentation/
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Egentlig synes jeg, at det ser fornuftigt ud. Desværre ingen nye responses blandt de tilbageværende, men samlet mPFS på 7.2 måneder - til sammenligning havde ImmunoGen 4.8 måneder i deres P3 forsøg i langt mindre behandlede patienter. https://investor.immunogen.com/news-releases/news-release-details/immunogen-presents-full-data-phase-3-forward-i-study
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Derudover flere datapunkter på FolRa udtryk - jeg noterer mig, at STRO-002 ser ud til at have virkning i low og intermediate patienter. Til sammenligning viser Mirvetuximab stort set kun effekt i FolRa high
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Er svagheden i biotekaktier forbigående? Bryder Novo Nordisk ud af sit kursinterval? Er inflationsfaren reel – eller er det et buzzword? Samt verden ifølge elonmusk
& tsla. Lyt med i afsnit 66 af Investeringspodcasten med PerNordnet
ogHelgeLarsen. https://www.nordnet.dk/blog/afsnit-66-af-investeringspodcasten-om-biotekaktier-og-verden-ifoelge-elon-musk/ -
Cantargia: Cantargia reports positive results in ongoing phase IIa clinical trial in pancreatic cancer using nadunolimab and chemotherapy.https://cantargia.com/en/press-releases/cantargia-reports-positive-results-in-ongoing-phase-iia-clinical-trial-in-pancreatic-cancer-using-nadunolimab-and-chemotherapy
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2cureX's clinical partner, University Hospital Vejle, presents positive results of the
IndiTreat
-guided clinical trial in third line metastatic colorectal cancer at the American Society of Clinical Oncology (ASCO) 2021 Annual Meeting: https://www.proinvestor.com/index.php?p=debat_1&postid=93670 -
Cantargia, Capital Markets Day, 2021
May 20th 2021 15:00 (Europe/Stockholm)
Language:
English
Speaker:
CEO, Göran Forsberg. VP Research, David Liberg. CMO, Ignacio Garcia-Ribas. Ahmad Awada, Professor at Institut Jules Bordet and Manuel Hidalgo Medina, M.D. Ph.D. Chief of the Division of Hematology and Medical Oncology at Weill Cornell Medicine.
Sector:
Health care - Pharmaceuticals & Biotechnology
Listing:
Mid Cap
Activity:
Capital Markets DayTilmelding:
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