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Neurocrine Biosciences Inc. Message Board

goirish1776 9 posts  |  Last Activity: May 27, 2016 11:47 PM Member since: Dec 12, 2005
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  • goirish1776 by goirish1776 Mar 3, 2016 9:11 PM Flag

    From Seeking Alpha Transcript
    2016 is looking to a very and even more exciting year for us as we built on our momentum…advancing our lead vaccine program Prophage into randomized trials including those in combination with checkpoint modulators, and very importantly securing additional strategic alliances and partnerships.

    [Question]…And then just in regard to the combination regimens that you’re talking about with both Prophage … And would that be your checkpoint modulators or would that be with someone else’s…

    [Garo] … And the answer to your question is both will be our strategy, meaning doing it both with existing marketed products as well as our own checkpoint modulators.

    [Question] Okay. And then in conjunction with proved CPMs, would that entail some kind of formal collaboration with the sponsors of those agents or…

    [Garo] So if we were to do it with an existing CPM, it would be a formal collaboration.

    Strategy -- wait for May data, collaborate, launch in Q3/Q4.

  • Reply to

    Will Abbvie make a bid on NBIX if

    by frogsleapmerlot Feb 11, 2016 9:18 AM
    goirish1776 goirish1776 Mar 19, 2016 10:17 PM Flag

    LMAO...good luck with the short.

  • Reply to

    AGEN 1884 ADVANCED Solid Cancers

    by williambell369 May 1, 2016 9:34 AM
    goirish1776 goirish1776 May 1, 2016 10:03 AM Flag

    Why July? What are you talking about?

  • 1) Initiation of Phase 1 clinical trials for anti-CTLA-4 antibody candidate (AGEN1884; wholly owned by Agenus), and for anti-GITR antibody candidate (INCAGN01876, partnered with Incyte) in the first half of 2016.
    2) Initiation of Phase 1 clinical trials for one or more additional CPM antibody candidates in the second half of 2016.
    3) Initiation of a well-controlled randomized Prophage™ clinical vaccine trial in newly diagnosed glioblastoma patients in the second half of 2016.
    4) Initiation of Phase 1 clinical trial with our first ASV vaccine product candidate in the second half of 2016. Agenus’ ASV program targets cancer neoantigens with an autologous synthetic vaccine approach.
    5) Partner (GSK) filing for regulatory approval of its shingles vaccine candidate containing Agenus’ proprietary QS-21 Stimulon® adjuvant in the second half of 2016.
    6) Initiation of combination trials with Agenus vaccines and CPM antibody candidates in the second half of 2016.

    Will be interesting to hear what they have to say about #3.

  • Reply to

    AGEN 1884 ADVANCED Solid Cancers

    by williambell369 May 1, 2016 9:34 AM
    goirish1776 goirish1776 May 1, 2016 10:46 AM Flag

    I'm just confused because we seemed like we were talking about two different things. Prophage update on pivotal trial is supposed to be Q3 (or as you say, Q4 - LOL). This thread was about the start of PI in solid tumors. Couldn't understand what July had to do with this thread...?

  • Reply to

    Jefferies analyst Biren Amin

    by frogsleapmerlot May 18, 2016 9:22 AM
    goirish1776 goirish1776 May 19, 2016 9:33 AM Flag

    Understood frogs. I was going off "hearsay", specifically what the article seems to say about potential filing date (though I haven't read the article).

    Off topic (for others) from here...

    You still like AGEN frogs? Anything coming near-term that can move it? Seems like a lot of interesting PI action, but not sure what causes it to move in the near-term. They've been talking about Prophage forever. Thoughts?

  • Reply to

    Jefferies analyst Biren Amin

    by frogsleapmerlot May 18, 2016 9:22 AM
    goirish1776 goirish1776 May 18, 2016 11:44 PM Flag

    10 months from Aug/Sept is Jun/Jul. The over/under is Jun 30.

  • Reply to

    Jefferies analyst Biren Amin

    by frogsleapmerlot May 18, 2016 9:22 AM
    goirish1776 goirish1776 May 18, 2016 12:38 PM Flag

    The timing does rather correspond to the completion of the 1st safety study.

  • goirish1776 goirish1776 May 27, 2016 11:47 PM Flag

    I hear you ash. However it seemed like NBIX got a bit ahead of the bio index the previous few days. I haven't looked at the chart, but that's my intuition. Maybe it's just coming back to the norm. Just a thought.

NBIX
46.19+0.36(+0.79%)May 27 4:00 PMEDT