JPMorgan Analysts Kasimov, Fye and Rama will host a conference call with CEO Clay Siegall on June 12 at 11 am.
It sounds great on the business sense to me that SGEN will now have access to the CAR-T/TCR/TIL technology to fight cancer. It may be a combination of ADC/CAR-T techology cancer therapy.
Please share with us your insight into this collaboration.
This is the D..est question of the year. Who is in his/her right mind to know SGEN to be bought out to answer your question? The only one who doesn't know anything will say..."I don't think so"..
As always, thanks a lot for your insights. Here is another link the a more uodated info about the ongoing clinical trial of DCVax.
Do you have a chance to read the comments of UCLA chair of Neurosurgery on NWBO DCVax-L. Here is a quote of what he wrote:
The UCLA Brain Tumor Program continues to shine as a beacon of hope, carrying a record of patients with brain tumors living longer than patients treated at any other hospital. Our personalized brain cancer vaccine, DCVax, is the first of its kind and is currently in Phase III clinical trials in 46 centers throughout America. It is on the road to FDA approval as well as clinical trials throughout Europe. Using this vaccine, we are harnessing the patient’s immune system, genetics, pathology, brain mapping and a wide database of bioinformatics to optimize outcomes.
It looks like he is impressed with the product himself. For more info, please read at:
How deep in the money and what the expiry date did you buy your calls?
I just want to learn your way of doing this.
The news is that SGEN pipeline is great and Baker Bros were so excited about the future of SGEN so they loaded up approximately 5.4 mil shares to the total holding of 27.86 million shares.
I can see that SGEN will be a great investment in the next couple years pending 3 phase 3 results from Adcetris and its pipeline.
Jakavi (USD 84 million, +91% cc), an oral JAK inhibitor approved in myelofibrosis, grew strongly over the previous-year quarter.
They will begin to sell Jakavi for PV indicator next quarter. INCY will be in triple digit this year organically per Jacosa's assessment.
I would like to take this opportunity to thank you for your insight, time, and effort to share with us your investment ideas in the past years. I hope that 2015 will great year for all of us.
By the way, I just begin to put my money into few biotech companies, besides INCY, that I think they are great and would like to share with you. SGEN, ACOR, INSM, FMI, CPRX, AMAG, LGND, NKTR, and CERS.
Please share with me any concerns that you might have to the above mentioned companies.
Thanks a lot and Happy New Year!
Welcome abroad on this one dude. This is a good company with great partnership. Threshold has a global license and co-development agreement for TH-302 with Merck KGaA, Darmstadt, Germany, which includes an option for Threshold to co-commercialize in the U.S.
It will be another AVNR for you in a year. SGEN is a great company too. I also hold INCY and INSM.
Just a few to share with you. Wish you and your family a Happy and Prosperous New Year.
All the best!
Thank you for sharing your excitement about CLDX. What do you think about IMUC and NWBO going into ASH presentations next week?
IMUC gets good pr on the EU part.
On the SC 13G/A, Baker Bros owns a total of 32,767,078 shares of AVNR or 17.2% of the outstanding shares.
They put almost $500 million into AVNR. Let go with the big $$$ this time. They don't invest in wrong company when they put that much money at risk.