Biotek-snakken — September 2024
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Saniona står på tærsklen til at få godkendt et fedmemiddel i Mexico og sker det, som de fleste forventer, så er de sikret en fast indtjening og med deres imponerende pipeline, så bliver det derfor nemmere at finde andre partnere til SAN903 og SAN711, som der er på udkig efter, De har meldt ud, at de forventer 1-2 partneraftaler allerede i år, som vil give dem store beløb i de såkaldte royalities. Udover det har det Tesomet, som allerede er i fase II.
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Jo, alt det ved jeg.. men du sætter et tal på; dvs ca kurs 12.. jeg mener bestemt ikke at de skal i nærheden af kurs 12.. der er langt igen før pipeline kan realiseret.. hvis de både får Tesonfensine igennem og et stærkt salg, samt får partner aftaler på plads.. afhængigt af beløbet de får, har de kapital til at gøre pipeline moden, men, det er jo ikke ensbetydende med at den får succes.. så der er laaang vej igen. Hvis den ryger i kurs 12
så er jeg ihvertfald long gone!! -
Jazz, er ret sikker på, at vi sagtens kan se 8-10 SEK på en godkendelse af Tesofensine, hvilket vil give en fast indtjening fremover og her hedmed noget tryghed for investorerne og kommer der 1-2 partneraftaler her i 2024, ja så er vi i min verden forbi 12 SEK og også højere. Deres pipeline er helt fantastisk som du selv skriver.
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Summit's bispecific halves risk of disease progression, death versus Keytruda in lung cancer study https://firstwordpharma.com/story/5893230
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Regeneron's Five-Year Phase 3 Trial Shows Durable Survival Benefit Of Libtayo In PD-L1 High NSCLC https://proinvestor.com/investornyt/1211512/regenerons-five-year-phase-3-trial-shows-durable-survival-benefit-of-libtayo-in-pd-l1-high-nsclc
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AstraZeneca :Dato-DXd Fails To Significantly Improve Overall Survival In Phase III Lung Cancer Trial https://proinvestor.com/investornyt/1211502/astrazeneca-dato-dxd-fails-to-significantly-improve-overall-survival-in-phase-iii-lung-cancer-trial
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ArriVent Announces Positive Phase 1b Data For Firmonertinib In NSCLC With EGFR PACC Mutations https://proinvestor.com/investornyt/1211514/arrivent-announces-positive-phase-1b-data-for-firmonertinib-in-nsclc-with-egfr-pacc-mutations
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2 Biotech Stocks To Watch In September 2024 https://proinvestor.com/investornyt/1211993/2-biotech-stocks-to-watch-in-september-2024
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BridgeBio's BBP-812 Canavan Disease Gene Therapy Receives FDA RMAT Designation https://proinvestor.com/investornyt/1212014/bridgebios-bbp-812-canavan-disease-gene-therapy-receives-fda-rmat-designation
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Godmorgen
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Innovent Biologics : Phase 3 Trial Results Of Mazdutide In Type 2 Diabetes Presented At EASD 2024 https://proinvestor.com/investornyt/1212496/innovent-biologics-phase-3-trial-results-of-mazdutide-in-type-2-diabetes-presented-at-easd-2024
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Ascendis Pharma Gets U.S. Orphan Drug Exclusivity For YORVIPATH In Adult Hypoparathyroidism https://proinvestor.com/investornyt/1212489/ascendis-pharma-gets-us-orphan-drug-exclusivity-for-yorvipath-in-adult-hypoparathyroidism
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