Biotek-snakken — August 2021
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Her skal man bare huske at AZT har fået flere store internationale medicinalselskaber som kunder det seneste år. Bl.a en stor tysk medicinalvirksomhed senest i Q2. Disse selskaber bruger AZT's enzymer både til forskning men også som komponent i medicin som vil komme på marked, hvilket alt andet lige bør give et enormt boost til AZT's omsætning.
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$Monsenso, halvårsregnskab i dag. Omsætning stadig under forventningerne jvf. investeringscasen ved IPO. Der skal hentes mere cash ind indenfor 9 måneder. Har personligt selv en lille hygge position i virksomheden, men synes godt nok de halter lidt efter deres egne forventninger for bare et par år siden. Der er dog stadig vækst, og de skriver stadig kontrakter og mere og mere af omsætningen kommer fra kommercielle sider frem for research grants, som de
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Cantargia reports first patient treated in CAPAFOUR study https://www.proinvestor.com/index.php?p=debat_1&postid=96413
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Pharmiva-video: Positive resultater för Vernivia og rapport https://www.proinvestor.com/index.php?p=debat_1&postid=96416#96417
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2cureX: Interim report for Q2 and H1: https://www.proinvestor.com/index.php?p=debat_1&postid=96423
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På Handelsbankens; "Life Science Innovation Day 2021", var også Horizon Therapeutics (som "Key Note") med et lidt anderledes (og interessant) interview af/med CEO Timothy Walbert. Begynder 7:26 inde, og afslutter festen
https://www.youtube.com/watch?v=TwfC7NaildQ&ab_channel=LevandeVideo -
Biogen’s New Alzheimer’s Drug Beyond Reach for Many Patients
Doctors say insurers’ reluctance to pay for the controversial medication, Aduhelm, results in patients being put on waiting lists https://www.wsj.com/articles/biogens-new-alzheimers-drug-beyond-reach-for-many-patients-11630077741?mod=e2tw
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God morgen.
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Regeneron : Phase 3 Trial Of Dupixent On Atopic Dermatitis Meets Primary And Secondary Endpoints https://www.proinvestor.com/investornyt/698137/regeneron-phase-3-trial-of-dupixent-on-atopic-dermatitis-meets-primary-and-secondary-endpoints
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Biotech Stocks Facing FDA Decision In
September 2021 https://www.proinvestor.com/investornyt/698146/biotech-stocks-facing-fda-decision-in-september-2021 -
Cantargia - nogen som har et bud på hvorfor disse pre-clinical data på CAN04 bliver taget så dårligt i mod? Umiddelbart ser det jo ud til at der er rigtig god grund til at kombinere CAN04 med docetaxel. Comments? Er det ikke nu der skal suppleres yderligere?
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Her link til nyheden fra Cantargia - https://cantargia.com/en/press-releases/cantargia-reports-preclinical-data-highlighting-advantages-of-nadunolimab-mechanism-of-action
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