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Zalicus AŞ Message Board

scistats 127 posts  |  Last Activity: Jul 5, 2016 10:03 AM Member since: Apr 5, 2009
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  • scistats scistats May 31, 2016 6:57 AM Flag

    "In confirming earlier news of the deal, Jazz JAZZ, -0.45% said it is paying $30.25 a share in cash for Celator CPXX, +71.65% a 72% premium to Celator’s previous closing share price of $17.53."

    That would put a MACK buyout at 10.85 PPS if we got the same 72% premium today.

    Sentiment: Strong Buy

  • scistats scistats May 29, 2016 8:47 PM Flag

    "OncoResponse, a Houston, TX-based immuno-oncology antibody discovery company, received an investment from Baxalta Incorporated (NYSE: BXLT) and closed its $12.5m Series A funding.

    In October 2015, OncoResponse closed a Series A financing co-led by ARCH Venture Partners, Canaan Partners and MD Anderson, with participation from William Marsh Rice University and Alexandria Real Estate Equities.

    The funds will be used to support the company’s ongoing efforts to interrogate the humoral response of elite responders to cancer immunotherapy to identify antibodies and potential targets for novel therapeutic development.

    Led by Clifford J. Stocks, CEO, OncoResponse utilizes a validated platform technology to screen antibodies made by the human immune system and identify those with exceptional reactivity to cancer immunotherapy. The company has an ongoing strategic alliance with the MD Anderson Cancer Center, which provides access to patient samples and oncology and translational medicine expertise including clinical and regulatory input."

    Sentiment: Strong Buy

  • May 26, 2016

    "OncoResponse, an immuno-oncology antibody discovery company, has been launched jointly by The University of Texas MD Anderson Cancer Center and Theraclone Sciences."

    "This investment will assist OncoResponse in the advancement of its research programs which seek to develop a deeper understanding of the immune response in patients who have responded exceptionally well to cancer immunotherapy,” said Geeta Vemuri, PhD, Managing Venture Partner at Baxalta. “Their innovative approach is in line with Baxalta’s investment strategy to accelerate the development of cutting-edge biotechnologies that address unmet patient needs in hematology, immunology and oncology.”

    Sentiment: Strong Buy

  • scistats scistats May 29, 2016 4:27 PM Flag

    Once cancer crosses the rubicon in size and stage, you are correct, nothing will stop it. But, at an early stage, small amounts of heterogeneity can be burned by chemo and a robust immune response. Onivyde plus Polio Virus plus checkpoint inhibitor plus antibodies targeting key pathways followed by Onivyde again to quench the immune storm is probably a viable strategy.

    Medicare will pay a lump treatment sum to be divided or tip each treatment stage? Payout is going to be diluted and complicated with components of treatment coming from different companies. There is also the companion diagnostics.

    Sentiment: Strong Buy

  • Reply to

    MM-161 & MM-436 are RNAi loaded

    by scistats May 28, 2016 10:28 AM
    scistats scistats May 29, 2016 10:35 AM Flag

    The answer is very simple.

    Any one of the MM's does not address enough patients or enough of a patient's entire treatment regimen to be profitable.

    We live in an oncology world that is both personalized and dynamic over the course of treatment.

    To capture enough of the market today to be profitable, MACK and a collaborator must partner the entire MACK basket (referring to their current basket study) of both treatment options addressing the needs of most patients and the respective companion diagnostics.

    Rather than get tied up in another Sanofi agreement that could stall and sit on a partnership long enough to suffocate MACK into BK, MACK has chosen to demonstrate proof of concept and sell out or wait for a lucrative, comprehensive partnership that is truly viable.

    Sanofi is notorious for entering agreements and then going silent on their end of the bargain. I have seen them sit for a year or more on candidates only to decide not to move forward, or delay their end of the regulatory commitment.

    These deals are no panacea and have the potential to do much more harm than good.

    Regardless, MACK's cash burn will force their hand, or CEO Mulroy will BK the company and say, idealistically, that his primary goal all along was to help patients. Of course he would have achieved this philosophical milestone on the backs of other people while amassing himself a fortune, all in the name of helping cancer victims.

    Sentiment: Strong Buy

  • Reply to

    MM-161 & MM-436 are RNAi loaded

    by scistats May 28, 2016 10:28 AM
    scistats scistats May 29, 2016 9:34 AM Flag

    On the bright side, MACK is reaching the end of the line in its ability to burn and acquire new cash. It will either force them to sell or file for BK. Either way, this will end soon enough.

    Sentiment: Strong Buy

  • Reply to

    MACK should dump network biology

    by gloriousknight_us May 28, 2016 11:45 AM
    scistats scistats May 28, 2016 11:25 PM Flag

    Agreed, the cash burn is so intense it can be seen from space. It is a planned core burnout aimed at a complete oncology package buyout by Shire orchestrated by Al-Wakeel. Baxalta just might compete with the big boys if they have Merrimack's palette of treatment options guided by Leica companion diagnostics. The laws of physics are proof that there will be a buyout before or soon after 2017. Dumping network biology is not in the cards when it is the main feature on the showroom floor.

    Sentiment: Strong Buy

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