Biotek-snakken — Januar 2026
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Ja degrader selskaberne rører på sig - og specielt Kymera og Monte Rosa gør det godt......Nurix er også godt på vej, mens det halte lidt med Arvinas. Håber dog sidstnævnte sammen med Pfizer får lavet en aftale omkring Vepdegestrant - måske endda her omkring JP Morgan, men er nu ikke super optimistisk.
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det var også mit håb at der skulle trimmes på et opadgående prispress men det blev det ikke til. Syntes markedet som sædvanlig kommentere dårligdomme uden begrundelse. f,eks https://www.oncologypipeline.com/apexonco/asco-gi-jazz-sees-new-ziihera-herizon
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Markant kurshop til amerikansk biotekselskab
Ventyx Biosciences oplever markant aktiestigning efter opkøbsrygter.
(medwatch.dk)
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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-
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