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Zalicus AŞ Message Board

scistats 218 posts  |  Last Activity: Jul 5, 2016 10:03 AM Member since: Apr 5, 2009
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  • United States Patent Application 20160130580

    Sentiment: Strong Buy

  • Curr Opin Hematol. 2016 May 20

    Sentiment: Strong Buy

  • It is going to be epoch for allogeneic stem cell companies.

    "Athersys CEO: Stroke therapy could be one of biggest blockbusters ever"

    "He also shared some eye-popping numbers: “Even if you make some pretty modest assumptions about what the therapy would be priced at, then that leads you pretty quickly to a picture or a scenario where you could see that this market opportunity could be $15 billion to $20 billion a year easily.”

    Sentiment: Strong Buy

  • Reply to

    John A. Scarlett, M.D. working on RNAi

    by scistats May 25, 2016 10:55 PM
    scistats scistats May 26, 2016 7:05 AM Flag

    He is busy!

    Sentiment: Strong Buy

  • scistats scistats Jun 3, 2016 7:23 AM Flag

    There is now a strong trend of evidence demonstrating that MSCs clearly work for stroke. We have SanBio's direct infusion for chronic stroke being the most dramatic and Athersys's results for acute being sufficient enough to engage Healios after Chugai parted.

    JNJ, Abbott, Pfizer, and more big pharmas are not going to sit on their hands and let SanBio have the $20 billion annual profit and claim to the largest indication and revolution in healthcare since stents and statins.

    I think what we are looking at is a battle royal that is about to begin. Established, amplifiable, bone marrow stem cells with a track record of success in the clinic in terms of safety and effectiveness with strong patent protection will be where the rush occurs. Multistem should be in the mix. These cells should perform as well as SanBio and can be transfected with something similar to Notch.

    I am not sure Athersys is going to have a choice in the near future. I think a big pharma is going to take it out. We are talking about the largest pharma indication in the history of medicine according to CEO Gil Van Bokkelen Ph.D.

    Sentiment: Strong Buy

  • Reply to

    compassionate use

    by samizm123 May 26, 2016 2:10 PM
    scistats scistats May 26, 2016 3:22 PM Flag

    Yes, under compassionate use, your insurance will cover it, at cost, and not one cent more.
    Compassion does not extend to Sarepta and its stockholders, for that, you need full approval and negotiated reimbursement prices on the books.

    Sentiment: Strong Buy

  • Let's face it, stroke is highly variable and will require a large trial, and then we have to wait for the one year follow-up to see all of those great benefits.

    Meanwhile, ARDS will already be across the finish line in Nome in this 1000 mile race. We now know Multistem aids in resolving pulmonary infection as seen in the stroke trail. So, ARDS is, by far, the best indication attempted to date.

    The problem is Athersys has set itself up for bad news with that stupid Acute Myocardial Infarction trial which is the wrong indication for Multistem. We are going to get a Mesoblast-style punch in the gut that will create a great buying opportunity for the ARDS results.

    Sentiment: Strong Buy

  • scistats by scistats Apr 30, 2016 9:48 AM Flag

    Diethylstilbestrol inhibits telomerase activity and gene expression of prostate cancer cells.
    Prostate. 2010 Sep 1;70(12):1307-12

    Combining imetelstat + diethylstilbestrol [or its pro-drug Honvan] might act in synergy for cancers.

    You have to wonder if Janssen is gong through the conventional list of telomerase inhibitors and telomerase vaccines to combine with imetelstat in their pre-clinical labs?

    Sentiment: Strong Buy

  • scistats scistats Jun 2, 2016 9:47 AM Flag

    There is still time to investigate the trades made on Onivyde approval day.
    Legally, there is still time.

    Sentiment: Strong Buy

  • ‘Naked’ short sellers squeezed by Supreme Court
    May. 16, 2016, 6:03pm by Nichole Wilson
    In a sweeping blow to Wall Street investment giants, the U.S. Supreme Court today unanimously allowed lawsuits against "naked" short sellers in state courts to proceed.

    Sentiment: Strong Buy

  • scistats scistats Jun 2, 2016 8:51 PM Flag

    SanBio
    "Previous studies have demonstrated that mesenchymal stromal cells (MSCs) promote recovery using various animal models of PD. SanBio Inc. has developed a novel cell type designated SB623, which are adult bone marrow-derived MSCs transfected with Notch intracellular domain."

    "Notch signaling promotes proliferative signaling during neurogenesis"

    "When administered into neural tissue, SB623 reverses neural damage. Since SB623 cells are allogeneic, a single donor's cells can be used to treat many patients. In cell culture and animal models, SB623 cells have been shown to restore function to damaged neurons associated with stroke, traumatic brain injury, retinal diseases, and Parkinson's disease. SB623 cells function by promoting the body's natural regenerative process. SB623 is in early clinical testing for stroke."

    Sentiment: Strong Buy

  • Reply to

    Little bit of good news.

    by scistats May 25, 2016 1:15 PM
    scistats scistats May 25, 2016 1:26 PM Flag

    Lets hope they have negotiated a buyout at 30+PPS which would justify their excessive pay.

    Sentiment: Strong Buy

  • Reply to

    Athersys AMI Trial Director in Singapore

    by unemonl Jun 1, 2016 9:15 AM
    scistats scistats Jun 1, 2016 1:54 PM Flag

    Cell Therapy for Cardiovascular Disease
    Thu, 02 June 2016 11:00
    by Dr Anthony Ting (Athersys Inc)
    Venue: Level 3, IMCB Seminar Room 3-46, Proteos, Biopolis

    Sentiment: Strong Buy

  • 1. Yasir did a great job of explaining the cost savings rationale behind the conversion, and he seems to be in control of getting the books in order. He is a major asset to Merrimack.

    2. It is now abundantly clear that Merrimack is promoting MM-310 to be partnered. Since Celgene makes ABRAXANE®, they would be an ideal partner since "a newly engineered chemical entity of docetaxel as a prodrug" is being used....something is up here.

    3. Next catalysts will be Baxalta EU Onivyde approval milestone payment and MM-310 partnership.

    About MM-310:

    MM-310 is an antibody directed nanotherapeutic (ADN) targeting the EphA2 receptor, which tumor surveys suggest is present in 50-100% of major tumor types including prostate, ovarian, bladder, gastric and lung cancers

    MM-310's novel ADN design was developed to maximize the delivery and local activation of a newly engineered chemical entity of docetaxel as a prodrug

    MM-310 had superior antitumor activity compared to traditional docetaxel (100 days versus 40 days of full tumor regression) while significantly decreasing drug-related side effects in preclinical models

    Sentiment: Strong Buy

  • Reply to

    Stanford stem cell results

    by wood111111 Jun 2, 2016 8:10 PM
    scistats scistats Jun 2, 2016 9:22 PM Flag

    I think it would be extreme to drill holes in the heads of acute stroke victims within 24hrs, which is the target time for Multistem.

    However, after 36 hours, Athersys would have to follow SanBio's lead and go directly for the brain. Whether or not transfecting Multistem for added Notch intracellular domain production is necessary we do not know.

    "SanBio Inc. has developed a novel cell type designated SB623, which are adult bone marrow-derived MSCs transfected with Notch intracellular domain."

    Right now, I think Multistem has a place in early treatment, but will have to go for the brain with their own strategy. With or without Notch or perhaps something similar.

    Sentiment: Strong Buy

  • "Before clinical translation can be realized, however, serious
    limitations with the in vivo delivery of mRNA must still be
    overcome. The high anionic charge density, size, and hydrophi-
    licity of nucleic acids prevent meaningful levels of passive dif-
    fusion of mRNA across cell membranes. To circumvent this
    barrier, our group and others have developed and implemented
    an array of lipid nanoparticles (LNPs) for the entrapment and
    subsequent delivery of nucleic acids in vivo. Although these
    LNPs have been largely optimized for siRNA sequences, both
    Schlake and co-workers and our research team have recently
    employed LNPs derived from previously described components
    to deliver mRNA in vivo. Successful delivery was confi rmed by
    quantifying serum protein levels, thereby establishing LNPs as
    viable delivery vehicles for mRNA.

    Inspired by these results, we sought to design and synthesize
    novel LNP components capable of delivering mRNA with unprec-
    edented levels of in vivo effi cacy. In practice, LNPs are composed
    of cholesterol (aids in stability), a phospholipid (modifi es bilayer
    structure), a polyethylene glycol (PEG) derivative (decreases
    aggregation and nonspecifi c uptake), and an ionizable lipid
    (complexes negatively charged RNA and enhances endosomal
    escape). Evidence within the siRNA delivery community has
    implicated the chemical structure and identity of the ionizable
    lipid as the most pivotal component for effi cacy. Accordingly,
    several rationally designed and combinatorial chemistry methodologies have been explored to discover novel series of ion-izable lipid materials capable of maximizing gene silencing at the
    lowest possible dose. This strategy both conserves precious thera-
    peutic nucleic acid cargo and also serves to mitigate any possible
    issues with the toxicity of the LNPs themselves."

    Adv Mater. 2016 Apr;28(15):2939-43

    Sentiment: Strong Buy

  • scistats scistats May 3, 2016 6:43 AM Flag

    MM-310 is Onivyde loaded with docetaxel pro-drug topped with EphA2 antibody.
    It is an already proven nanoliposome chassis carrying a proven prodrug version of docetaxel.
    The EphA2 antibody topping is a no-brainer.
    Big partnership coming soon.

    Sentiment: Strong Buy

  • Onivyde timetable is Jan 2017 for the National Institute for Health and Care Excellence in the UK

    Further Information
    Anticipated commissioning route (England) NHSE
    High cost drug list: Awaiting Update
    In NICE timetable: Yes
    When: Jan / 2017

    Sentiment: Strong Buy

  • Ms Cheng Tang
    Adviser, Listings Compliance (Melbourne)
    ASX Compliance Pty Limited
    Level 4 Rialto North Tower
    525 Collins Street
    Melbourne VIC 3000
    Dear Cheng,
    Request for voluntary suspension for Mesoblast Limited (ASX: MSB)
    Pursuant to ASX Listing Rule 17.2, Mesoblast Limited ACN 109 431 870 (ASX: MSB;
    NASDAQ: MESO) (the Company) requests that ASX suspend the Company's securities
    from quotation from the commencement of trading on 3 June 2016.
    For the purposes of Listing Rule 17.2, the Company provides the following information:
    (a) the voluntary suspension is requested pending an announcement by the Company
    regarding material corporate developments with respect to certain assets of the
    Company;
    (b) the Company expects the voluntary suspension to remain in place until the earlier of
    the commencement of trading on 10 June 2016 and the Company making an
    announcement with respect to the corporate developments; and
    (c) the Company is not aware of any reason why the securities should not be suspended.
    Yours sincerely

    Sentiment: Strong Buy

  • Italian30_2000 has suggested that CEO Mulroy will unveil an immune therapy at this years much anticipated Analysts Day on May 19th.

    Directly from Italian30_2000:
    "They mentioned on Q1 call that they will be discussing a next generation immunotherapy platform created using network biology. They are going to try and make immunotherapy better."

    If true, this would be in stark contrast to CEO Mulroy's fireside talk yesterday at Deutsche Bank Securities' 41st Annual Healthcare Conference where, by the fireside, CEO Mulroy all but pounded the embers with his fist and screamed that checkpoint inhibitors DO NOT work well in the hypoxic tumor environment.

    Merrimack obviously believes this to be true because they are currently refining a breast cancer diagnostic specifically for identifying the 20% of breast cancer tumors which are hypoxic. CEO Mulroy plans to target these hypoxic tumors with his Antibody Directed Nanotherapeutic (ADN) technology.

    In fact, it would appear that CEO Mulroy has looked at the list of where immune checkpoint inhibitors do not work, pointed to the cancers at the bottom of the list where they work the least well, and said this is Merrimack's territory, the hypoxic tumor.

    In a recent Merrimack paper this was stated: "Tumor hypoxia is strongly linked to aggressive disease progression and resistance to therapy..." EJNMMI Res 2015 5 57 Published online 2015 Oct 19

    Indeed, CEO Mulroy shunned checkpoint inhibitors, saying liposomes target hypoxic tumors best. This is at odds with the strategy of Aduro BioTech who are currently using their defanged, tumor antigen producing Listeria mononcytogenes CRS207 in combination with GVAX plus Bristol Myers Squibbs OPDIVO (nivolumab) an antiPD1 for pancreatic cancer.

    What does CEO Mulroy know or not know?

    Hopefully Italian will be correct. Liposomal therapeutic cancer vaccines have been widely investigated, and MM-161 & MM-436 might be just such creatures to be unveiled for a much needed partnership!

    Sentiment: Strong Buy

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