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Avanir Pharmaceuticals, Inc. Message Board

rzrbackrob 49 posts  |  Last Activity: Jul 19, 2016 10:03 AM Member since: Oct 29, 2010
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  • Reply to

    GSK...

    by birdyvax Jul 12, 2016 8:22 AM
    rzrbackrob rzrbackrob Jul 19, 2016 10:03 AM Flag

    TapImmune? Partnership with AZN. NEW YORK, NY / ACCESSWIRE / April 26, 2016 / AstraZeneca (AZN), a big pharma leader in immuno-oncology has placed its bets on a cancer vaccine technology from TapImmune (TPIV). Amongst a bevy of partnerships, collaborations, and M&A activity between big pharma and innovative biotechs focused on immunotherapies that treat cancer, TapImmune is getting much deserved attention from its bigger brethren looking to fill their pipelines with the most promising cancer cures.

    A joint AstraZeneca-TapImmune Phase 2 ovarian cancer trial will start this quarter at the prestigious Sloan Kettering Institute, according to a press release issued a few days ago. The trial will test a combination therapy which includes TapImmune's TPIV 200, a T-cell cancer vaccine, with AstraZeneca's durvalumab an anti-PD-L1 antibody, in 40 women who have high-grade ovarian cancer and have not been responsive to platinum chemotherapy, currently the standard of care for advanced ovarian cancer.

  • Reply to

    GSK...

    by birdyvax Jul 12, 2016 8:22 AM
    rzrbackrob rzrbackrob Jul 19, 2016 8:39 AM Flag

    birdyvax, any hunches about where Lobster is employed now?

  • Reply to

    Who's missing in action?

    by arkenfisher Jul 15, 2016 12:14 AM
    rzrbackrob rzrbackrob Jul 15, 2016 7:14 AM Flag

    It takes a bit of persistence.

  • Reply to

    Peace and Lobster out

    by mainlylobster Jul 11, 2016 5:22 PM
    rzrbackrob rzrbackrob Jul 11, 2016 6:41 PM Flag

    I'm 66 so sorry to say but you're old enough to take social security (LOL)! Won't it be great to communicate with more people who actually understand what you are talking about? Ha,ha!

  • Reply to

    Peace and Lobster out

    by mainlylobster Jul 11, 2016 5:22 PM
    rzrbackrob rzrbackrob Jul 11, 2016 6:02 PM Flag

    Lobster, that's sound exciting. I'm glad that you have these kinds of opportunities at your advanced age - only a few years younger than ancient Stan. Show them that we boomers ain't done just yet! :-))

  • rzrbackrob rzrbackrob Jul 8, 2016 1:54 PM Flag

    It seems to me that someone said that the reducing study results would not proceed the PIII trial data. How about a little help from our friends on this question?

  • rzrbackrob rzrbackrob Jul 7, 2016 8:56 PM Flag

    Maybe! from a totally uneducated vaccinology non-expert. Hope you're doing well, Horcents.

  • Check out this article about the MANY possible adverse effects of Zika. The list of possible Zika birth defects continues to grow
    DIANA FINE MARON, SCIENTIFIC AMERICAN

  • Reply to

    I had not idea that they would do THAT!

    by rzrbackrob Jul 2, 2016 6:07 PM
    rzrbackrob rzrbackrob Jul 2, 2016 10:31 PM Flag

    That isn't wild speculation and another one of those wild cards that I believe defy those who speak with certainty about this or that has being the future of NVAX.

  • Reply to

    I had not idea that they would do THAT!

    by rzrbackrob Jul 2, 2016 6:07 PM
    rzrbackrob rzrbackrob Jul 2, 2016 10:28 PM Flag

    I have heard that some say Stan is too old but II bet that would give Reagan or Buffet a good laugh. Also some would say that James Young calls the shots on a host of issues at NVAX. My point is that there are wild card moves that NVAX could pull off that might never be revealed by any of crystal balls. This is a better opportunity for all these guys than they have seen or will ever see.

    Sentiment: Hold

  • Reply to

    Not That I'm Telling....

    by horcents Jul 2, 2016 4:28 PM
    rzrbackrob rzrbackrob Jul 2, 2016 6:20 PM Flag

    Hey Horcents,
    Glad to see that you are here with me working our holiday weekend jobs (ha,ha). NVAX has the ability to shake things up in a big way over the next few years, whether they remain independent or hold together as a division of a company like Johnson & Johnson.
    Happy 4th to you and your family!

  • Reply to

    I had not idea that they would do THAT!

    by rzrbackrob Jul 2, 2016 6:07 PM
    rzrbackrob rzrbackrob Jul 2, 2016 6:08 PM Flag

    con't -
    with these antibodies can treat infected individuals. SAB is currently working with the National Institutes of Health (NIH) to submit an initial new drug application for Phase I Clinical Trials to the U.S. Food and Drug Administration (FDA) in the first quarter of 2016.

  • Glad to see that many of us are hard at work here at the NVAX message board during a long holiday weekend. This kind of dedication is indeed rare in today's world. Just to show that I'm not negligent in my duties I thought I would pitch this into the woodpile. I do admire the many crystal balls that yielding such definite results about the future of NVAX. I can hardly keep up with the "done deal" buyout FACTS.

    Well, put this in the big what if hopper. Back in February (gee it's hard to remember that far back), we say this headline - SAB Biotherapeutics Produces New Human Antibody Treatment for MERS-CoV. What if once NVAX produces some cash they just decided to acquire another company, like say SAB? Or perhaps you have one you like better. Here's just a reminder of the potential synergies.
    Research efforts showcasing the effectiveness of the treatment were led by global infectious disease experts at the Naval Medical Research Center (NMRC) and MERS-CoV expert, Matthew B. Frieman, PhD, Associate Professor of Microbiology and Immunology at the University of Maryland, School of Medicine (UM, SOM), and are published in today’s online edition of Science Translational Medicine.
    “These results are very promising,” says Dr. Frieman. “This gives us a potential way to attack MERS and provides evidence that using transgenic cows can rapidly produce therapeutics.”
    This research is a collaboration with the UM, SOM, NMRC and Novavax, a biotech company that provided the vaccine that triggered the antibody production.
    SAB’s platform has also yielded positive results in a 2014 proof-of-concept study with Hantavirus and Ebola in laboratory tests.
    “New emerging diseases are spreading quickly to various parts of the world,” said Dr. Eddie Sullivan, president and CEO of SAB. “As we complete successful studies, we’re realizing the potential broad application and significance of the DiversitAb platform in addressing these threats.”
    Human testing will confirm whether passive immunization -

  • Reply to

    LOL at newcomers

    by wily.coyote Jun 28, 2016 8:12 PM
    rzrbackrob rzrbackrob Jun 29, 2016 8:04 AM Flag

    arkenfisher, you're on roll this morning!

  • rzrbackrob rzrbackrob Jun 28, 2016 7:24 PM Flag

    ohiojonny, just search this message board for "np" or nanoparticle. Then go to the NVAX website under "investors" and watch the latest presentation. Your questions will be answered.

  • rzrbackrob rzrbackrob Jun 28, 2016 7:17 PM Flag

    That's a target that I have in mind, but I wonder if the tunes have a number in mind no that I'm trying to lump them all together. I think the Baker Bros. would be content to let them run as long as they begin to make substantial inroads establishing the RSV as part of the fall vaccine regime.

  • rzrbackrob rzrbackrob Jun 28, 2016 7:13 PM Flag

    rjohn, that's a safe bet in that Stan has said things to that effect. It wouldn't surprise me a bit and that's the best path to give NVAX room to continue to produce world-changing vaccines.

  • rzrbackrob rzrbackrob Jun 28, 2016 4:27 PM Flag

    rpmanco, thanks for the reply. Your argument is similar to that of Lobster except you think the value is intellectual property and Lobster says that it is strictly a value play based on the projected sales of RSV elderly. Personally I think that it is probably a blend (how's that for straddling?). FWIW, with AVNR we saw the price rise from the $4s to $15-$16 over the course of a month or so and then the deal was announced at $17. The terms of the deal prohibited AVNR management from soliciting competing offers. Unsolicited offers could be considered, but there was a $10M penalty if AVNR scrapped the Otsuka deal. The big difference in my mind is the real prospect of quick realization of $1.5B in RSV sales and the fact that their platform is transformative. It seems to me that when it was at $15 we might could have seen $25 prior to the initiation of the Phase 3. Why is NVAX only worth $25 now?

  • rzrbackrob rzrbackrob Jun 28, 2016 3:12 PM Flag

    Now that's what I like about your xmontecristo:-)) Got to love it!

  • rzrbackrob rzrbackrob Jun 28, 2016 3:11 PM Flag

    That's fair, Lobster. My question then would be, why is it more likely for NVAX to be acquired in the short term as compared to a Medimmune, JAZZ or other similar transitional biotech/companies that remained independent until sales exceeded $1.5B or $10B? Also, aren't all the oncology drugs speculative plays from P-1 on?

AVNR
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