Biotek-snakken — Juli 2023
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Godt at høre lidt positivt nyt fra Saniona.. går stille og roligt den rigtige vej. Min tilgang til denne har hele tiden været deres platform, så selvom de ikke lykkes med at køre produkter hele vejen igennem, er der stor værdi at hente for dem, i udviklingen af aktive stoffer for andre..
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Drugs Like Ozempic Created a Gold Rush. These Drugmakers Want In. https://firstwordpharma.com/story/5761397
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Acumen Pharma Reports Positive Trial Results Of ACU193 In Early Alzheimer's Disease https://www.proinvestor.com/investornyt/1015998/acumen-pharma-reports-positive-trial-results-of-acu193-in-early-alzheimers-disease
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Alnylam Presents ALN-APP's Updated Positive Interim Phase 1 Results In Alzheimer's Disease, CAA https://www.proinvestor.com/investornyt/1015996/alnylam-presents-aln-apps-updated-positive-interim-phase-1-results-in-alzheimers-disease-caa
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Acadia Pharmaceuticals Rights Deal and Bullish Outlook Sends Shares Surging 16%. Here’s What To Expect
17/7 10:18
In a stunning two-day rally, shares of Acadia Pharmaceuticals (US:ACAD) have seen a 16% surge following the announcement of the company's acquisition of expanded commercial rights for the groundbreaking Rett syndrome drug, trofinetide. https://www.proinvestor.com/investornyt/1016000/acadia-pharmaceuticals-rights-deal-and-bullish-outlook-sends-shares-surging-16-heres-what-to-expect
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Acadia (ACAD) Soars 24.7%: Is Further Upside Left in the Stock?
https://www.proinvestor.com/investornyt/1015999/acadia-acad-soars-247-is-further-upside-left-in-the-stock -
Recludix Pharma Enters into a Strategic Collaboration with Sanofi to Advance Novel Oral STAT6 Inhibitor in Multiple Immunological and Inflammatory Indications - Recludix Pharma
– Recludix to receive $125 million in near-term payments and potentially more than $1.2 billion subject to future milestones, and up to double-digit royalties on sales –– Recludix to lead research and development until start of Phase 2 –– Recludix has an option to participate equally in U.S. profit/loss sharing – SAN DIEGO, CA, July […]
Recludix Pharma (recludixpharma.com)
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RAPT Therapeutics er faldet lidt tilbage efter de blev forsinket et halvt år med deres fase IIb studie i AD med RAPT193. De er dog ved at inkludere flere sites, så måske henter de lidt af tiden ind igen. Hvis data munder godt ud, så er det planen at gå efter en licensaftale - og den skulle gerne blive ganske fornuftigt. Da de ikke har ret meget andet i pipelinen, så kunne man måske også se et salg af hele selskabet.
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Nej sådan går det næppe, men værdien af et oralt stof der kan nogenlunde det samme som dupilumab er selvsagt stort - mine farvoritfarve partnere til RAPT193 var Sanofi og Pfizer eller måske Amgen. Nu er Sanofi nok ude, men ellers må andre da gerne byde sig til. Men først gode fase IIb data i midten af 2024.
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