Biotek-snakken — Januar 2026
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Der er jo ASCO og Jazz presentation idag kl 15.30 https://investor.jazzpharma.com/events/event-details/zanidatamab-herizon-gea-01-investor-webcast
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prøver at forstå PD-L! isuue mha Chatgpt. PD-L1–negative GEA has:
worse baseline prognosis
poor response to chemo and IO alone
lower OS in the control arm
That means:
Small absolute improvements translate into very large hazard ratio gains
HRs look dramatic because the comparator performs badly
So in PD-L1–negative disease:
Control arm does poorly
Triplet arm does “less poorly”
→ HRs look spectacular -
Monte Rosa Therapeutics Announces Pricing of $300 Million Underwritten Public Offering
BOSTON, Jan. 08, 2026 (GLOBE NEWSWIRE) -- Monte Rosa Therapeutics, Inc. (“Monte Rosa”) (Nasdaq: GLUE), a clinical-stage biotechnology company developing novel molecular glue degrader (MGD)-based medicines, today announced the pricing of an underwritten public offering of 11,125,000 shares of its common stock at a public offering price of $24.00 per share and, in lieu of common stock to certain investors, pre-funded warrants to purchase 1,375,000 shares of common stock at a public offering price
Yahoo Finance (finance.yahoo.com)
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Curasight - Årets første, bedste nyhed: Curasight Announces Encouraging Preliminary Data from Phase 1 Trial Evaluating First-in-Class Radiopharmaceutical uTREAT[
] in High-Grade Gliomas.... / The preliminary dosimetry readout of uTREAT was in line with expectations and supports to continue with additional GBM patients. Currently more patients are enrolled, and top-line data is expected in Q2 2026. https://news.cision.com/curasight/r/curasight-announces-encouraging-preliminary-data-from-phase-1- -
nb, jeg fandt desuden denne artikel (betalt?) for et par dage siden; runder fint casen - og potentialet - op her i forbindelse med JP Morgan Health konferencen: https://briefglance.com/articles/curasights-cancer-platform-takes-center-stage-at-jp-morgan-week?fbclid=IwY2xjawPS9-hleHRuA2FlbQIxMQBzcnRjBmFwcF9pZBAyMjIwMzkxNzg4MjAwODkyAAEeUdwZash-yYGoRL6j3W1Bi7FA9rJPtRbIg2qr1_oHaorynn2gRNu4S0gKuE8_aem_ajOA-UEHPCefwZdvF9dX7A
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Ny aktieanalys af Pila Pharma med kursmål 6,3 SEK (base) og 10,6 SEK (bull). ”Analyst Group estimates that the Company signs a licensing agreement with a partner in year 2028, following completed phase IIa studies in obesity and type 2 diabetes, with a deal value of USD 300m.”
https://analystgroup.se/wp-content/uploads/2026/01/Analyst-Group-Pila-Pharma-ENG.pdf
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