Biotek-snakken — Juni 2021
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Fin oversigt over situationen for FRalpha companies: https://www.evaluate.com/vantage/articles/news/deals/after-immunogen-and-sutro-bristol-buys-folate-story
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Entasis: Ny pre-clinical candidate etx0462 mod gram-negative infektioner, i alt 11 posters på World Microbe Forum 20-24.juni https://www.globenewswire.com/news-release/2021/06/18/2249593/0/en/Entasis-Therapeutics-Introduces-First-in-Class-Candidate-ETX0462-and-Presents-Data-on-SUL-DUR-and-ETX0282CPDP-at-World-Microbe-Forum.html Der står lidt mere om etx0462 på deres pipeline-side https://www.entasistx.com/pipeline
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The overall response rate (ORR) was 45.5% (10/22 pts) with 1 complete response (CR) (ovarian) at 0.9 mg/kg and 9 partial responses (PRs) at 0.68 mg/kg (1 TNBC, 1 ovarian and 2 NSCLC), 0.9 mg/kg (2 ovarian), 1.2 mg/kg (2 ovarian) and 0.3 mg/kg (1 endometrial). ORR of ovarian at ≥ 0.9 mg/kg was 71.4% (5/7 pts). The disease control rate (CR+PR+stable disease) was 81.8% (18/22 pts).
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ViewPoints: BMS pays a premium to get in on the ADC game
(Ref: ViewPoints Desk)
June 20th, 2021
By: Simon King
Tags: ViewPoints MORAb-202 BMS Eisai LicensingShare
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Last week’s deal with Eisai shows that antibody drug conjugates are not only compelling assets but Big Pharma is willing to pay handsomely for them.What's new?
Bristol Myers Squibb has paid $650 million upfront to co-develop Eisai's Phase I antibody-drug conjugate (ADC) MORAb-202. The deal could be worth up to $3 bill
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God morgen.
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Langers Skarpe: Hvor skal man søge ly for rentespøgelset? https://www.proinvestor.com/investornyt/676226/langers-skarpe-hvor-skal-man-soge-ly-for-rentespogelset
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Hov - jeg troede han sage at de helt sikkert gik konkurs
https://ugebrev.dk/flashnews/enochian-henter-29-mio-usd-fra-investorer-efter-melding-fra-fda-om-at-man-vil-holde-et-moede/ -
Orphazyme/Guggenheim: Anbefaling sænkes til "sælg" fra "neutral"
https://www.proinvestor.com/investornyt/676262/orphazyme-guggenheim-anbefaling-saenkes-til-saelg-fra-neutral -
Exitnu. Jeg tænker mere generelt for hele biotek-branchen. Hvad skal der til for at pengene flyder fra value-aktier tilbage til biotek. Alt har en cyklus, så er det kun et spørgsmål om tid, inden at value-aktier bliver for dyre og bio
tek-aktier er faldet for meget. -
@scorpole - ja, konsensus er rigtignok - alle "er på vej" til value-aktier, men det efterlader jo også et "undertryk" i biotek - hvor du nu har alletiders chance for at købe dig ind til stadig lavere og lavere priser. Ting tager tid, men pludselig vender det igen, men ingen kan rigtigt svare på hvornår. Saml det op så går det nok
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