España
TGTX Presentación del ASH. Tienen buena pinta los datos. http://files.shareholder.com/downloads/MHA/3345531424x0x920046/37F236DB-F307-424A-8A18-A6D7A5E5B909/ASH_Monday_Investor_Deck_FinalFinal.pdf Eso sí, poner esto en la página 3... Igual que otra presentación que ponía que era una oportunidad de no se cuantos billones en grande y en la línea siguiente IMO. A ver si ponen un CEO ya con algo más de cabeza.
No sé si se subió, últimos números de Bio Invest:
http://www.bioinvest.com/wp-content/uploads/2016/11/MTSL-Issue-840.pdf
http://www.bioinvest.com/wp-content/uploads/2016/12/MTSL-Issue-841.pdf
Resumen:
Sigue el pumpeo de MDGL.
ACAD Starts Another Phase II for NUPLAZID
ACAD has started a Phase II trial, CLARITY, testing NUPLAZID (pimavanserin) for adjunctive treatment of patients with major depressive disorder (MDD). The 10-week, randomized, double-blind, placebo-controlled study will evaluate a 34 mg dose of NUPLAZID in MDD patients who failed to respond adequately to standard antidepressant therapy with either a selective serotonin reuptake inhibitor or a serotonin norepinephrine reuptake inhibitor.
The primary endpoint is the change from baseline in the total score of a scale called HAM-D. The company also started a Phase II trial in patients with negative symptoms of schizophrenia a couple of weeks ago as NUPLAZID is being broadly tested to transform the pill into a pipeline.
SGMO –SGMO & BIIB Restructure Agreement for Beta Thal/Sickle Cell
SGMO and their partner BIIB have announced a restructuring of their worldwide collaboration and license agreement focused on the development of therapeutics for beta-thalassemia and sickle cell disease (hemoglobinopathies), inherited conditions that result from the abnormal structure or underproduction of hemoglobin. These programs are now part of Bioverativ, the planned spin-off of Biogen’s hemophilia business, which is on track to launch as an independent, publicly-traded biotechnology company in early 2017.
Under the new terms, BIIB will pay SGMO an upfront payment of $20 million and will reimburse SGMO for its internal and external R&D program-related costs. SGMO may also receive additional payments of approximately $300 million based on the achievement of certain development, regulatory, commercialization and sales milestones, as well as double digit royalties.
SGMO is now responsible for all R&D activities through the first clinical proof of concept trial in beta-thalassemia, and both companies will perform activities to enable submission of an Investigational New Drug (IND) application for SCD. BIIB will be responsible for subsequent worldwide clinical development and commercialization of products arising from the alliance. SGMO retains an option to copromote any licensed product to treat SCD and beta-thalassemia in the United States.
These are good terms for SGMO and the transfer of Phase I development back to SGMO may even be a sign of BIIB’s confidence in the new management team at the company.
Sus carteras llevan casi -30% en el año.
TGTX
TG Therapeutics, Inc. Announces that the GENUINE Phase 3 Study has Reached Target Enrollment
Y lo más importante: The Company expects to release top-line data from the GENUINE Phase 3 study in the first half of 2017.
INO
announced that the International Vaccine Institute (IVI) will provide new funding and support to further advance GLS-5300, Inovio’s vaccine to prevent Middle East Respiratory Syndrome (MERS) virus infection
The goal of this funding is to expand clinical testing of GLS-5300 toward emergency use authorization by the Korean government as well as authorities of other countries.”
GLS-5300 has been specifically able to induce 100% protection from a live virus challenge in a rhesus macaque non-human primate study. The results of the non-human primate study supported the conduct of the first phase I clinical trial of 75 healthy volunteers
“Inovio’s GLS-5300 remains the only vaccine for MERS in clinical testing. With this support from IVI, Inovio, GeneOne, and our other collaborators can expand GLS-5300 vaccine development in Korea and the US. Our phase I MERS trial in the U.S. is fully enrolled with 75 subjects dosed. We intend to report interim data in early 2017
«Después de nada, o después de todo/ supe que todo no era más que nada.»
TXMD
Ni la conozco, pero sacó datos ayer que no son lo que parecían. Dentro corto a 7,29 y produciendo.
«Después de nada, o después de todo/ supe que todo no era más que nada.»
Que malos son esos de bio invest, no?
Los de Bioinvest se posicionan en un valor y lo dejan dormir a muuuuuy laaaaaaargo plazo. Se me ha podido escapar pero creo que todavia no les he visto vender nada.
Por ejemplo, las NVAX ... no las ha vendido. Se las van a quedar .
Lo de EXEL es impresionante, vuelta a la carga, los 18$ ya ...
