International Society for Antiviral Research ISAR convention Item #53 is Sarepta AVII7288 joint presentation against Marburg, safe, dev by Sarepta and Fort Detrick USARMIID one of possible 2 barrel shotgun against new pathogens
Correction, afternoon session May 13 Iversen is presenter, 3 co-authors from Fort Detrick
53. AVI-7288 Provides Significant Survival Benefit for NHP Marburg Virus Infection and Is Safe in Human Volunteers. Patrick Iversen1,2, Alison Heald1, Travis Warren3, Jay Wells3, Pete Sazani1, Amy Shurtleff3, Lisa Welch3, Sina Bavari3
1Sarepta Therapeutics, Cambridge, MA, United States, 2Oregon State University, Corvallis, OR, United States, 3United States Army Medical Research Institute of Infectious Disease, Fort Detrick, MD, United States
Yahoo PT of $43 is based on sum of parts valuation with Alibaba at about $150 bill initially giving Yhoo $28 bill stake during IPO but after IPO Yhoo will have up to $10 bill cash plus remaining stake in either market demand driven Alibaba $210 bill stock valuation, or growth driven similar 210-225 bill valuation 2015-2016. So Yhoo will have SOP value 10b cash plus 20b Baba share plus Japan plus US core Value total 45-50
ABBV just made a bid for Shire, and Biocryst has a better HAE drug than Shire, besides peramivir and other small molecules. Shire up $37 or 16%. BCRX easily a target for $20-25 bucks
Alibaba Group Appoints Jim Wilkinson as Senior Vice President, Head of International Corporate Affairs
Hangzhou, China, May 12, 2014 – Alibaba Group today announced the appointment of Jim Wilkinson as Senior Vice President, Head of International Corporate Affairs. Wilkinson will be based in the San Francisco Bay Area and will be charged with building and leading Alibaba Group’s international corporate affairs team.
Wilkinson brings to Alibaba Group extensive communications and corporate relations experience among the international, consumer and financial communities. Wilkinson also has strong government and regulatory affairs experience in key global markets worldwide.
“As Alibaba extends our platform for entrepreneurs and small businesses around the world, it is important that we have the right people in place who have a track record of building bridges across geographic boundaries,” said Jack Ma, co-founder and executive chairman of Alibaba Group. “Jim’s leadership, global experience and successful track record will help Alibaba bring the message of our mission to markets outside China: to make it easy to do business anywhere.”
“Jim is a proven team builder and leader in global corporate affairs with a strong track record of integrity, passion and commitment that reflect the Alibaba values,” said Joe Tsai, executive vice chairman of Alibaba Group. “I look forward to working closely with Jim as we enter the next exciting phase of the company’s development.”
Prior to his appointment at Alibaba, Wilkinson was Executive Vice President of Communications for PepsiCo, a global food and beverage leader with net revenues of more than US$65 billion. At PepsiCo Wilkinson managed a strong and successful communications team with presence in key growth markets worldwide, including in China and across Asia.
Includes accelerated approval, doctors and patients willing to take higher risks, potential to use Phase 2 studies for effectiveness if we'll controlled, agency consultation with developers
MERS is a coronavirus, not like influenza, needs a different, broader antiviral, like BCX4430. Kingdom of Saudi Arabia MOH should be willing to fund rapid development of antiviral for coronaviruses.
Yahoo can take a big step if it offers and alternative to Youtube, which under Google may require indie music bands and sources to opt into their streaming music system. If Yatube is the alternative, it may get a lot of movement from the young kids who want to be free.
At International Convention on Antiviral Research (ICAR) at about 4 Eastern - broad spectrum means filoviruses, corona viruses, etc. You know what that means. US Army Medical Research Institute of Infectious Diseases (USAMRIID) knows what that means. Specialized capabilities for Biosafety Level 3 and Level 4 for biodefense studies of old or emerging disease threats .
Ma email to employees said IPO is just a pitstop for Alibaba. Maybe, maybe not., but needs to happen before South China Sea heats up in next six months.
Plasma drug concentrations and the degree of plasma kallikrein inhibition achieved after oral dosing with BCX4161 in OPuS-1 HAE patients were similar to those seen in healthy subjects in the Phase 1 trial. In OPuS-1, higher drug exposure was associated with a better clinical outcome.
Keywords : drug exposure associated with clinical outcome- higher better - so improving bioavailability will make results even better. But proof of concept drug works.
SCHWAB EQUITY RATING
A Strongly Outperform Percentile Ranking: 5
Last weeks rating:
Percentile Ranking: 12
Data as of 05/16/2014
Potential catalysts, HSV vaccine, Dengue vaccine, licensed to others, Vaxfectin adjuvant.
Look at the abstract, charts and presentation on BCX4430 - active against filoviruses including Ebola, Marburg, and Mers-Cov so this should speed review of a broad range RNA virus antiviral.
yup, with Ebola out of control and MERS-Cov spreading internationally, rapid development of broad spectrum antiviral is a priority MCM need. Plus it goes by a different accelerated path
Alibaba seen offering 22% IPO discount (analysts value at $154 bln in IPO vs. post-listing valuation of $198 bln). Story to come.