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Arbutus Biopharma Corporation (ABUS)

NasdaqGS - NasdaqGS Real Time Price. Currency in USD
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3.3000+0.0100 (+0.30%)
At close: 04:00PM EST
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  • k
    k
    Amazes me that Moderna doesn’t settle ASAP. After all with each new variant the price is higher.
  • G
    GuyGuy
    Why so long for a decision by the Federal Circuit Court? Going on 7 weeks!!
    Bullish
  • r
    randall
    Today would be a prefect day for the court to release it's ruling. The short trading day plus an extended weekend would make for perfect timing. GL ALL
  • r
    randall
    You would think with the jump in price of the vaccine stocks ABUS would follow. BNTX has a license with Arbutus for the LNP. These judges are killing us.
  • D
    Dan
    In reading some past posts it appears there is some confusion regarding how royalties would be divided, assuming MRNA lost the appeal and opted to settle and formally license, say the 069 patent. Let's say they agreed to a 2% royalty, Genevant would get 100% of that, and pay ABUS 20%. So 400M on 20bln in projected vaccine sales would go to Gen, and then Gen pays 80M to ABUS. The equity of Genevant that ABUS owns, 16%, is immaterial to the 20% fixed cash royalty that would be paid. The mark to market increased value of the equity investment in Genevant would certainly be reflected on ABUS' balance sheet, but no cash would change hands with regard to this investment unless there was a liquidity event. ROIV makes out the best, but receives no royalty cash, only increased value of their equity investment, 84% of Gen, 29% of ABUS.
  • T
    Terry
    GILD filed for HDV BLA, now have HCV and HDV covered, wonder where they will get there HBV coverage from?
  • D
    Dan
    Just listened to the Jeffries London presentation. Really impressed with the ceo/cdo and cso who presented, these guys are laser focused on HBV, that's it! LNP, which could certainly provide some cash upside, is likely a footnote for them. Clearly they are engaged in defending IP, but the real growth opportunity is in their novel approach to curing HBV. I would encourage you to listen.
    Bullish
  • R
    RM
    Few points I got out of the liver meeting this week. RNAi medications against the HbsAg such as AB729 will be the backbone of hepatitis B functional cure combination therapy. Vir Biotechnology, RVR/J&J and ABUS presented very promising data. These players will dominant the hepatitis B treatment market and I am not biased by saying ABUS will be the leader. The two main reasons are (1): The only company that owns three potential medications for the HBV combination treatment. (2). Unlike ARWR and VIR, ABUS has already embarked on collaborative studies with 3 players simultaneously (Assembly biosciences, Vaccitech and Antios Therapeutics). This strategy will fast track identifying the most promising combination needed to clear hepatitis B.
    Another concept raised in the conference was the partial functional cure. This means fast tracking the introduction of the molecules that have shown adequate evidence of HbsAg suppression even if the virus does not completely disappear. The safety profile of the likes of AB729 has further supported this approach. Therefore the timeline to marketing will be shorter than previously anticipated.
  • j
    jim
    I do not claim to be a legal expert still though I think it is safe to state that the Patent Courts are familiar with how to determine the validity of a patent .And of course- these legal experts in the courts also have had years of experience in determining how and to what degree bioscientists may have "tweaked" a particular patented formula------- So "None Of This" that is happening between Moderna and Arbutus is "New"----- These kinds of disagreements between 2 companies (especially BioPharmas) occur "all the time"------------- So really there is No New Ground that is being broken here. Therefore there are many "precedents" can can be cited over the years that relate to Moderna and Arbutus. ---------------------
    ------------With that mind--- are there others more "familiar" and "knowledgeable" in these "cases" that can cite Past Cases between BioPharmas who are at "odds" with one another over a "Patent"?
    Such as "PFE vs J and J" or "Glaxo vs Whoever" ? There must be past cases that we can look at and learn from the outcomes of Past Patent offenders.----------------------------jim--jimmy
  • C
    Chris
    Any idea when to expect a decision from the court on the LNP patent case? Is it possible it's delayed to allow MRNA and ABUS to negotiate an agreement?
    Bullish
  • C
    Capitalism
    Predicting a $15-20 buyout in Q1. Adding today
    Bullish
  • C
    Catalyst Watcher
    There are THREE FACTS:
    #1 FACT: ABUS won the previous court trial; The court decision from Oct. 7th should be announced later. Hopefully the court doesn't take it too long. Anyway, it's a WIN for ABUS.
    #2 FACT: It is MRNA that sued ABUS to invalidate ABUS patents in the beginning; If you heard the hearing Oct. 7th, they sound like, " look I've add couple more accessories, thus I owe nothing "
    #3 FACT: ABUS will eventually earn their rightful royalty payments , $20 - $40 valuation per share
    Bullish
  • y
    yomama
    we all know this could pop big or linger/deflate. The question will be, if legal results are positive, how big of a pop do we get and how long (window to sell) before it starts moving back down again. My guess is a quick pop to 6/6.5, deflate down to 5 until the next catalyst (good or bad). Thoughts?
  • r
    randall
    Hedge Fund News published 14 November 2021. Arbutus ranked 4 for AB-729 and Patent dispute with Moderna over LNP. Positive article for ABUS. GL ALL
    Bullish
  • k
    k
    This article? Thanks Jim. Link below

    Yes sounds familiar lol

    But experts said the disputed patent was the most important one in Moderna’s growing intellectual property portfolio. It seeks to patent the genetic sequence that instructs the body’s cells to make a harmless version of the spike proteins

    https://www.google.ca/amp/s/www.nytimes.com/2021/11/09/us/moderna-vaccine-patent.amp.html
    Moderna’s patent application names several employees as the sole inventors of a crucial component of its coronavirus vaccine, excluding three government scientists.
    Moderna’s patent application names several employees as the sole inventors of a crucial component of its coronavirus vaccine, excluding three government scientists.
    www.google.ca
  • T
    T
    Drna, an Abus competitor in HBV, just got bought out for $3.3b. Could we be next?
    Bullish
  • r
    randall
    @Chris @yomama @Jim My take normal response is 2 to 4 months. 069 like Jim said is a no brainer but 435 is a partial so it will need the judge to address all the parts. My take is the court will bundle their answers in a neat package and the judges will release their findings at the same time.
  • J
    Jim
    I can't get past the pay wall but apparently there's an article in NY Times today that's titled "Moderna and US at Odds over Vaccine Patent Rights". Hmm
  • k
    k
    I finally found one article that mentions Arbutus in moderna s fight with th US government

    https://www.fiercepharma.com/pharma/moderna-u-s-clash-patent-dispute-over-development-covid-19-vaccine-report
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