Biotek-snakken — Februar 2021
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For followers of this space there is one other asset to watch: Lilly’s LY3434172. This is an anti-PD-1 x PD-L1 bispecific antibody, and has been in a phase I study for over a year, but no clinical data seem to have been presented yet.
A preclinical paper published this month in Cancer Immunology Research suggested that LY3434172 had demonstrated its “enhanced immunomodulatory properties”. Human data with LY3434172, and an update on Beigene’s combo strategy, are keenly awaited.
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@Sukkeralf: Jeg tjekkede Eli Lillys Q4 investor presentation den anden dag, men LY3434172 var stadig ikke angivet i deres pipeline:(
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GW Pharma to Be Acquired for $220 Per Share: https://www.newcannabisventures.com/gw-pharma-to-be-acquired-for-220/?fbclid=IwAR11_sa_67k_8Xg3NrnSjEYVRnbLol6bvBQFM0jv9VBi7Umzd3Ph--OlB9E
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Fest i Anavex tråden:
https://www.proinvestor.com/boards/89244#postdiv90636 -
Er nogen med i KALA? Tiltrækkes af undervurderede biotec med godkendte prod. KALA kan blive SOC i Dry Eye Disease og for post-operative ocular inflammation og smerter. De er først på markedet med FDA godkendelse for begge prod. https://investors.kalarx.com/static-files/2427af1d-5e9a-4a3d-a625-57bfee44f70c
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@Newt , tak den er også spændende, men noget dyrere, er ligesom rykket prismæssigt, men interessant pipeline. To meget forskellige tilgange Outpatient vs Home implant vs drop. Satser mine $$ i Oftalmologi på KALA, så længe deres launch af Inveltys går så godt. Tror på Eysuvis drops mod DED flares, nemt med en TRx når det opstår. Hvilken er din favorit og hvorfor ?
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Spero - fase 2a trial put on hold for SPR720
Lidt voldsom reaktion på aktiekursen synes jeg - måske en købsmulighed? Men da møgirriterende. https://finance.yahoo.com/news/spero-therapeutics-provides-spr720-phase-130000839.html -
Spero - The clinical hold follows the notification by Spero to the FDA of its decision to pause dosing in its ongoing Phase 2a clinical trial of SPR720 as a precautionary measure following events in its ongoing animal toxicology study of SPR720. Doseringsstudie....events animal tox study of SPR720. Total overreaktion!
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