Farmas USA

si, el preclinico del combo RSV/flu tenia previsto su fase 1 iniciarse en H1 2017 , en algun momento. Pero en la presentacion corporativa actualizada ahora en Marzo aparece que sera iniciado en H2 2016, eso es un cambio a tener en cuenta, me gusta. Lo que sucede es que en la siguiente pagina que marca el calendario de 2016 han dejado la fecha que aparecia en otras presentaciones, H1 2017, que era la que se sabia. Quiero pensar que el error tipografico es este segundo, el de H1 2017 que se lo han dejado sin corregir, ya que en el campo donde aparece lo de H2 2016 hay mas cambios como que incluiran el Matrix-M.

Solo era eso.

Pero se ha enviado un mail a IR para cerciorarnos. A ver cuando nos dicen algo.

NVAX

A ver si se anima!

GALE

ONTY

Oncothyreon Appoints Scott D. Myers Chief Executive Officer

Myers, 49, brings more than 20 years of industry expertise, including significant management, commercialization and business development experience in multinational pharmaceutical companies. Myers most recently served as Chief Executive Officer and President for Aerocrine AB, a life sciences company based in Stockholm, Sweden and Morrisville, NC. Aerocrine was acquired by Circassia Pharmaceuticals, a UK-based immunotherapy company, in July of 2015. Myers also served as an independent Director for Orexo, AB, a pharmaceutical company and is currently an industry advisor to EQT, a large Scandinavian investment fund.

Prior to joining Aerocrine in 2011, Myers served as Vice President, Head of European Mid-Markets for UCB, a Belgian-based, global biopharmaceutical company. In this role, Myers oversaw commercial operations and medical affairs for 32 countries in the EU. Prior to UCB, Myers served in senior roles responsible for business development, strategic marketing and pharmaceutical portfolio management at several leading companies including Johnson & Johnson. Myers received an MBA from the University of Chicago and a BA in Biology from Northwestern University.

“Scott brings a wealth of operational, business development and commercial experience that we believe will be invaluable to Oncothyreon,” said Christopher S. Henney, Ph.D., D.Sc., Chairman of the Oncothyreon Board of Directors. “His significant leadership across multiple areas in the biopharmaceutical arena will serve the company well, both in terms of product development and leveraging business development opportunities to strengthen the company.”

“I believe Oncothyreon’s product pipeline, led by ONT-380 for HER2-positive breast cancer, offers promise to impact the future of cancer treatment,” said Myers. “I look forward to leading the management team and working with the Board to guide the advancement of Oncothyreon’s innovative therapeutic products as well as pursuing opportunities to further strengthen the company and build stockholder value.

http://finance.yahoo.com/news/oncothyreon-appoints-scott-d-myers-120000462.html

INO

clinical strategy update to take its INO-3112 HPV immunotherapy into human studies in combination with selected immunotherapy molecules from MedImmune, the global biologics research & development arm of AstraZeneca, which is part of an existing partnership between the two companies.

planned enrollment of a European Organization for Research and Treatment of Cancer (EORTC) trial to study cervical cancer patients with INO-3112 before and after chemoradiation in an adjuvant setting will not go forward. The EORTC collaboration was announced by Inovio prior to partnering with MedImmune in August 2015.

Under the existing strategic cancer partnership and license agreement, MedImmune acquired from Inovio exclusive rights to INO-3112. MedImmune paid $27.5 million upfront, agreed to potential development and commercial milestone payments totaling $700 million, and will fund all development costs. Inovio is entitled to receive up to double-digit tiered royalties on INO-3112 sales.

Under the existing agreement, MedImmune and Inovio will also co-develop up to two additional DNA-based cancer vaccines not included in Inovio's current product pipeline, which MedImmune will have the exclusive rights to develop and commercialize. Inovio will receive development, regulatory and commercialization milestone payments and will be eligible to receive royalties on worldwide net sales for these additional cancer vaccine products.

http://finance.yahoo.com/news/inovio-updates-ino-3112-hpv-120000089.html

ADXS

their combination study with MedImmune, the global biologics research and development arm of AstraZeneca, has completed the first dose-escalation cohort in a study evaluating axalimogene filolisbac (AXAL) in combination with durvalumab and has commenced the second dose-escalation cohort.

Upon completion of dose escalation, the Phase II study will randomize 90 patients to receive AXAL in combination with durvalumab vs. durvalumab alone. The primary efficacy endpoints include objective response rate and progression-free survival.

The companies plan to submit an abstract to a major medical meeting on the dose-escalation portion of the study in the second half of the year.

http://finance.yahoo.com/news/advaxis-combination-trial-medimmune-completes-110500577.html

NAVB

Gross margins widened from 66.95% to 86.76% compared to the same period last year, operating (EBITDA) margins now -140.01% from -422.03%.

Earnings growth from operating margin improvements as well as one-time items.

NAVB-US‘s improvement in gross margin has been accompanied by an improvement in its balance sheet as well. This suggests that gross margin improvements are likely from operating decisions and not accounting gimmicks.

http://www.capitalcube.com/blog/index.php/navidea-biopharmaceuticals-inc-navb-us-earnings-analysis-2015-by-the-numbers/

KERX
No todas las fases III son fail.

http://www.smarteranalyst.com/2016/03/29/company-update-nasdaqkerx-keryx-biopharmaceuticals-announces-positive-top-line-results-pivotal-phase-3-study-ferric-citrate/

Leerink Weighs In On Two Healthcare Giants: Gilead Sciences Inc. (GILD), Biogen Inc (BIIB)

http://blog.tipranks.com/2016/03/leerink-weighs-in-on-two-healthcare-giants-gilead-sciences-inc-gild-biogen-inc-biib/