CLVS market cap at 2.7B with 2 products in ph3. ARRY 2 ph3 drugs, all trial costs paid for by NVS. Robust fully owned and partnered pipeline and ARRY market cap at
If I am not mistaken, Astellas does not get a cut if Adcetris is sold for autoimmune diseases. However, the trials will be shouldered by SGEN alone. Lupus is very tricky though.
Not sure, but lupus is an autoimmune disorder that is due to overactive lymphocytes and CD30 is overexpressed/overactive in some of those lymphocytes, just like it is overactive in HL and other cancers.
I won't be surprised if there are diverse genetic basis for lupus. I would also like to think of many autoimmune disorders as just other variants of cancer where a mutation in an immune cell may lead to its uncontrolled proliferation. Some autoimmune disorders may reflect uncontrolled proliferation of a particular lymphocyte that attacks a self antigen.
The company lacks a clear direction since Mullen and the oncology franchise was let go. The research collaborations that they are getting into recently are looking more and more like they are grasping at straws, while onco companies like Celgene, MDVN, BMY, etc, are raking in huge revenues from breakthrough onco products.
Set to start a Ph1 in Japan in August. I'm guessing that the US ph1 trial that was started in 2011, and set to maybe report results in Q4, must be looking good enough to convince Bayer to commence the Japan study.
Bayer. I somehow remember some relation with Bayer(n?) and Munich. We were in Munich last summer. A beautiful place with so many things to see and didn't have enough time to see all. It would be nice to go back there for more than a month. Went to Neuschwanstein and there was a group of youngsters who held a wedding shower in one of the trains. They were singing, dancing, and drinking. I should have taken a video to post to YouTube.
IMGN up from here unless a black swan flies in. Swan...Ludwig.
I think Merkel should be the Time person of the year being a central player in the Ukraine and Greece crisis control.
I am waiting until Wednesday to complete reloading. I'm only halfway through. The Greeks are making me nervous; I might lose my gains when they lose their islands.
Kadcyla gastric cancer update in July/Aug???
AMG595 for glioblastoma update in Aug-Oct?
BAY9343 in Nov/Dec?
Just one strong trial result from above and this shoots above $20. Then I'll add more.
And as Motley Fool just reminded us, there is also 853 and ovarian cancer. Some of those partial responders may have moved to the complete response column.
It was in a very long consolidation phase because of the Greece watch, although it was a big move today. The Bakers probably added as well as those copycat hedge fund managers.
I dunno about going back to that level. Zohydro rights have been sold. However, the orphan hysteria might be able to do it.
You want to be in a position with strong finances when negotiating the buyout price, even if there will be multiple bidders. Just look at financial wreck Greece trying to scare the rest of EU when it is not in a position to, and just causing more harm to itself (and the Greek people) in the process.
by multiple people and none were automatically sold. Next quarterly, mgmt will take about 853 and may have an update on response rates. Hopefully the RRs have improved.
I'd say funds will stop at around $25 to give it a market cap around a nice 500M. $40 will probably come closer to Dravet results.