Aduro Biotech (ADRO)

[jondoeuk]

A fourth trial with Opdivo in PD-1 naïve melanoma and SCHNC will start sometime next year (1H).

[jondoeuk]

MRK will present some early data on MK-1454 at ESMO https://pbs.twimg.com/media/DoB_X7fXcAMIndB.jpg

[longx]

How have you been doing with your investment in ADXS lately???
Told you it's a garbage, but you're too dense to see it.

[jondoeuk]

The dose escalation now includes patients with advanced/metastatic solid tumours or lymphomas and has two parallel arms (mono or in combo with Yervoy) https://clinicaltrials.gov/ct2/show/NCT02675439

[jondoeuk]

They hope to present monotherapy data at a medical meeting (hopefully ESMO or SITC). This should include number of patients treated, ORR, DCR, biopsy data and/or biomarkers. The CEO also hopes the combo trial with Yervoy will happen before the 2H of this year and if enrolment is very fast then data from could be presented at either of these conferences too.

[jondoeuk]

The CEO said they are in talks with Novartis and a range of combo* trials with ADU-S100 could start. He also said they might drop the systemic version. The PhI mono data shows the MTD has not yet been reached and no dose-limiting toxicities have been observed so far. They plan to complete the dose escalation portion in the H2 of this year. Once this happens they will report the results and also discuss the preliminary observations from the ongoing combo trial with PDR001 (anti-PD1).

*The first will be this

[longx]

Then I'd better stay away from this.
Thanks much for the info.

[Easymoneyman00]

This company is a joke! They stole ADXS's crumbs and now are reeling from the disaster!

[longx]

SP is still falling and I think it takes a couple more days for the bottom to form. if the 52-week low (@ $6.01) is broken, it'll fall lower.

[longx]

BTW, it's naive to assume that I'm currently holding some long position in this stock. Take a look at the transactions I posted on ADXS messageboard and you should know what I'm doing

[longx]

Please come up something of your own to rebute my post rather than copying my original post on ADXS board and post it here.

[Julius_Kelp]

Keep in mind that great science does not always guarantee success. Remember of the names "Betamax" and "VHS" in the old days? Sony's Betamax was technologically superior over JVC's VHS in video recording (more compact, better look, better sound, more stable picture quality, etc) Unfortunately Sony's management didn't seem to see that not many people could afford expensive TV set & video players to take advantage of Betamax quality, beside that the majority of consumers prefer VHS long recording time (twice over Betamax). Because of this after a couple years on the market Betamax got completely wiped out by VHS.

Hopefully this post is somehow helpful to those of you investing all your fortune in ADRO.

[Julius_Kelp]

Keep in mind that great science does not always guarantee success. Remember of the names "Betamax" and "VHS" in the old days? Sony's Betamax was technologically superior over JVC's VHS in video recording (more compact, better look, better sound, more stable picture quality, etc) Unfortunately Sony's management didn't seem to see that not many people could afford expensive TV set & video players to take advantage of Betamax quality, beside that the majority of consumers prefer VHS long recording time (twice over Betamax). Because of this after a couple years on the market Betamax got completely wiped out by VHS.

Hopefully this post is somehow helpful to those of you investing all your fortune in ADRO.

[longx]

New 13-G filing last Friday (1/26):
Harvard Management Company, Inc. acquired 4,172,449 shares (or 5.4% of outstanding share)
https://ih.advfn.com/p.php?pid=nmona&article=76567148

Just sold a half of ADXS and bought 30K shares of ADRO today.

[DewDiligence]

ADRO JPM slides:

https://jpmorgan.metameetings.net/events/healthcare18/sessions/14045-aduro-biotech/presentation_slides

[north40000]

First time I have seen anything useful from HD, after OCAT and PPHM experiences.

[Bourbon_on_my_cornflakes]

EXAMPLE: ADURO ALL STOCK DEAL FOR ADXS.....

Just toss out a hypothetical of how it "might" work, and end up with a much more "cash rich" company with a much more robust Listeria/other cancer immuno platform style company and w/ Aduro's already in-place connections, perhaps willing to fund/finish ADXS's key trials, etc

ADURO:

Market cap : $635 mil

Shares O/S = 77 mil or so

Price per share: $8.25 ea

CASH RICH w/ over $300 MILLION in cold, hard cash on-hand per last SEC filing....holy freaking cow, now you know why they're beating the sh$%t out of ADXS on market cap and share price....wowza...

SO, lets say they feel generous and toss out a $17 per share offer, ALL STOCK (a 5.66X increase over ADXS value today), to they don't touch that cash pile, for ADXS, which would value ADXS at a $700 mil market cap....eh....sounds reasonable to me....

ADRO thus would do the following:

Issue $700 mil / $8.25 each = 84 million new shares of common stock, bringing their total O/S share count to about 150 or 160 million O/S, not bad at all.

ADXS current O/S we'll just say is about 40 million

So each ADXS shareholder would get 17/8.25 = 2 shares of ADRO for each ADXS share they hold, and end up with a piece of a new company with a new market cap of:

$700 million + $635 million = $1.35 BILLION new market cap w/ approx 160 million shares O/S

ADRO has been burning about $30 mil a qtr. ADXS has been burning about $35 mil a qtr and if the two entities combined CUT THEIR DAMN COSTS, lets say they could get that down to $40 MILLION a qtr, for a larger organization.

They'd have close to $400 MILLION CASH, and if they CUT THE COSTS AGGRESSIVELY by eliminating duplicate programs/positions, they'd have TWO YEARS CASH ON-HAND w/o any problems. As opposed to ADXS less than ONE YEAR CASH LEFT at this point. It's a WIN IF YOU ASK ME.

If you owned say 10,000 shares of ADXS today at $3 a share (value of $30K)

You'd end up with 20K shares of new stock ADRO/ADXS at $8.25 ea w/ a
value of $165,000 (a 5.66X increase) which I think most would TAKE, RUN, and NEVER LOOK BACK.

New company would have $325 MILLION IN ADRO CASH + approx $75 MILLION in ADXS CASH = approx $400 MILLION CASH, and a bigger pipeline and better mgt if the ADURO folks took the CEO seat IMO.

ADRO has about 150 employees and ADXS has about 120 employees, a lot of that in R&D, so they could do a HEAD COUNT REDUCTION of duplicate positions and cut their costs, and extend that almost half $BILLION in cash they'd end up with....thus at least TWO YEARS CASH for the new combined "LISTERIA/CANCER IMMUNO" company....why the H NOT...????

I'd take it in a NY second...and run like Forrest Gump....

Oh..oh..AND ADURO has a Netherlands based unit/division already- that MIGHT take care of the ADXS EURO issues right there- it could be run through the ADURO Netherlands division, already in the EU. More synergy....less costs....why the H not????

HAT TIP TO hORNET DRIVER ON ADXS BOARD as this Post purloined from Hornet DRiver on ADXS board. Thanks HD!

[Bourbon_on_my_cornflakes]

ADRO should make a $7 share offer for ADXS.

Monopolize the LM technology. ADXS mgt is clueless and the company is a rudderless ship, but the science is good. ADRO could own the whole franchise for a song. They would not be able to fight off a $7 share offer

[girlfriend]

Go ADRO! Well over $12 just sold half my holdings. Still own that doggie ADXS but my cost basis is now mid $7's at least.

[semi_infinite]

Roth conference slides
http://wsw.com/webcast/roth31/adro/?lobby=true&day=2

[north40000]

This collaboration was announced in dual PRs by both JNJ and BMY earlier this morning:

http://ih.advfn.com/p.php?pid=nmona&article=72051274

"Bristol-Myers Squibb Announces New Research Collaboration with Janssen in Immuno-Oncology Focused on Lung Cancer

Bristol-Myers Squibb Company (NYSE:BMY) today announced a new clinical research collaboration with Janssen Biotech, Inc. to evaluate Bristol-Myers Squibb’s Immuno-Oncology (I-O) agent Opdivo (nivolumab) and Janssen’s Live Attenuated Double–Deleted (LADD) Listerial monocytogenes cancer immunotherapy, expressing mesothelin and EGFRvIII (JNJ-64041757), in patients with non-small cell lung cancer (NSCLC).

Opdivo is a human antibody designed to alleviate immune suppression. JNJ-64041757 is designed to induce the local recruitment and activation of innate and adaptive effector cells and expansion of mesothelin-specific T cells. The Phase 2 clinical trial will evaluate the tolerability and clinical activity of the combination of these agents in NSCLC patients.

“We are excited to collaborate with Janssen as we explore how the emerging science of antigen-presentation therapeutics, in combination with Opdivo, can potentially provide a new treatment approach for patients with lung cancer,” said Jean Viallet, M.D., Global Clinical Research Lead, Oncology, Bristol-Myers Squibb.

Opdivo was the first PD-1 immune checkpoint inhibitor to receive regulatory approval anywhere in the world in July 2014, and currently has regulatory approval in 54 countries including the United States, Japan, and in the European Union.

JNJ-64041757 (previously referred to as ADU-214) is an antigen-presentation therapeutic, based on Live Attenuated Double-Deleted (LADD) Listeria monocytogenes strains engineered to induce an immune response against NSCLC tumors. It is currently in Phase 1 clinical development for lung cancer. Opdivo is indicated for the treatment of patients with NSCLC with progression on or after platinum-based chemotherapy."

I recall Janssen had/has a collaboration with ADRO. I do not follow ADRO, and do not know what else may be involved in the above collaboration. Is the above LADD molecule sourced/derived from ADURO?

[jondoeuk]

Is it true that there is a $BMY and $JNJ immuno oncology partnership with us?.

[jondoeuk]

Dr. Thierry Jahan on the CRS-207 Vaccine in Mesothelioma

Thierry M. Jahan, MD, a clinical professor in the Department of Medicine at the University of California San Francisco Helen Diller Family Comprehensive Cancer Center, discusses a phase Ib trial of CRS-207 in malignant pleural mesothelioma (MPM). CRS-207 is a live-attenuated, double-deleted Listeria monocytogene engineered to express the tumor-associated antigen mesothelin. In the the phase Ib it was administered with chemotherapy to 38 patients with MPM. Of 34 evaluable patients, 59% (n = 20) had partial response posttreatment and 35% (n = 12) had stable disease, for an overall disease-control rate 94%. There is a synergy between the exposure of the Listeria and the immunity that it triggers and the efficacy of the chemotherapy, said Jahan. The tumor-infiltrating lymphocytes (TILs) that are necessary to distribute the tumor are overexpressed and expanded through the vaccination, and this along with chemotherapy, is likely to improve the response rate, he said. From http://global.onclive.com/onclive-tv/dr-thierry-jahan-on-the-crs207-vaccine-in-mesothelioma

[jondoeuk]

Here is an interesting presentation by Dr. Dubensky, Jr., PhD

[jondoeuk]

The link doesn't open

[jondoeuk]

Aduro Biotech Presents Encouraging Anti-Tumor Response Data From Ongoing Phase 1b Study in Malignant Pleural Mesothelioma at ASCO

June 04, 2016 9:00 a.m. ET
BERKELEY, Calif., June 04, 2016 (GLOBE NEWSWIRE) -- Aduro Biotech, Inc. (Nasdaq:ADRO) today announced the presentation of updated data from an ongoing Phase 1b clinical trial of its immunotherapy product candidate CRS-207 in combination with pemetrexed and cisplatin (standard of care chemotherapy) as front-line treatment for patients with unresectable malignant pleural mesothelioma (MPM). The results from the first of two cohorts were presented today in a poster presentation at the 2016 American Society of Clinical Oncology Meeting (ASCO) held in Chicago. Of the 36 evaluable patients, disease control was observed in 94% (34/36), including 3% (1/36) with a complete response, 56% (20/36) with partial responses and 36% (13/36) experiencing stable disease following treatment with CRS-207 and chemotherapy. Prior to receiving chemotherapy, 31% (11/36) of patients experienced some tumor shrinkage (range: -1% to -43%) after receiving CRS-207 alone. The estimated median overall survival was 16.4 months (95% CI: 11.0 – 20.6 months). CRS-207 was generally well-tolerated with no treatment-related serious adverse events or cumulative toxicities when administered with chemotherapy.

"The observed responses with the combination of CRS-207 and standard chemotherapy are unprecedented in mesothelioma," said Dean Fennell, Ph.D., F.R.C.P., professor of Thoracic Medical Oncology at the University of Leicester and president of the International Mesothelioma Interest Group (iMig). "Pleural mesothelioma is a devastating disease, and these data suggest that immunotherapy has the potential to advance treatment options for these patients."

Dirk G. Brockstedt, Ph.D., executive vice president of Research and Development at Aduro added, "These results demonstrate that CRS-207 induces anti-tumor activity in patients with malignant pleural mesothelioma. We are looking forward to the results from the study’s second cohort, which is evaluating the addition of immune modulating doses of cyclophosphamide to the CRS-207 chemotherapy combination. Preclinical data suggest that the simultaneous inhibition of regulatory T-cells through the addition of a checkpoint inhibitor may amplify the tumor response and overall survival seen with CRS-207. As such, the combination of CRS-207 with a checkpoint inhibitor could be the regimen we advance in our mesothelioma program going forward.”

The multi-center Phase 1b study enrolled chemotherapy-naïve patients with unresectable MPM and good performance status (ECOG 0 or 1) to receive two doses of CRS-207, followed by up to six cycles of chemotherapy and two additional CRS-207 doses. Clinically stable patients receive CRS-207 maintenance every eight weeks and are followed every eight weeks until disease progression. Objectives of the study are safety, immunogenicity, objective tumor responses and tumor marker kinetics.

A second cohort of 22 patients is receiving an immunomodulatory dose of cyclophosphamide one day prior to each CRS-207 administration in the same treatment regimen utilized in the first cohort. This cohort is fully enrolled and patient follow-up is ongoing.

http://investors.aduro.com/phoenix.zhtml?c=242043&p=irol-newsArticle&ID=2175099

[jondoeuk]

Aduro Biotech Inc at the 34th NASDAQ Investor Conference http://edge.media-server.com/m/p/3k55sfzp

You can also download their 2015 Annual Report here http://www.aduro.com/file.cfm/1/docs/aduro_annual_report_2015.pdf

[venturecapp]

What Should Aduro BioTech Investors Do Now?

http://marketexclusive.com/aduro-biotech-inc-nasdaqadro-investors-now/6838/?icd1

[ClearlyStocks]

$8.85 boom!

[ClearlyStocks]

$8.44 here she goes

[ClearlyStocks]

$8.20s looking good

[BajaWizard]

Don't know, but, some good upgrading.

Cheers


( http://www.tickerreport.com/banking-finance/1035228/aduro-biotech-pt-lowered-to-68-00-adro/)

"Ticker Report"


Aduro BioTech PT Lowered to $68.00 (ADRO)

Posted by Shane Hupp on Nov 24th, 2015 // No Comments
Share on StockTwits

Aduro BioTech logoAduro BioTech (NASDAQ:ADRO) had its price objective lowered by research analysts at Roth Capital from $74.00 to $68.00 in a research report issued on Tuesday, MarketBeat reports. The firm currently has a “buy” rating on the stock. Roth Capital’s price objective would suggest a potential upside of 113.57% from the company’s current price.

In other Aduro BioTech news, CEO Stephen T. Isaacs sold 25,000 shares of Aduro BioTech stock in a transaction dated Monday, November 16th. The stock was sold at an average price of $27.54, for a total transaction of $688,500.00. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at this hyperlink. Also, COO Gregory W. Schafer sold 26,470 shares of Aduro BioTech stock in a transaction dated Tuesday, November 17th. The shares were sold at an average price of $28.15, for a total value of $745,130.50. Following the transaction, the chief operating officer now directly owns 34,279 shares of the company’s stock, valued at approximately $964,953.85. The disclosure for this sale can be found here.

Aduro BioTech (NASDAQ:ADRO) opened at 32.23 on Tuesday. The company’s market capitalization is $2.01 billion. The company’s 50-day moving average is $25.71 and its 200 day moving average is $26.66. Aduro BioTech has a one year low of $16.28 and a one year high of $49.25.

Aduro BioTech (NASDAQ:ADRO) last posted its earnings results on Monday, November 23rd. The company reported $0.01 EPS for the quarter, topping analysts’ consensus estimates of ($0.08) by $0.09. The company earned $19.15 million during the quarter, compared to the consensus estimate of $15.80 million. Analysts predict that Aduro BioTech will post ($1.17) EPS for the current year.

A number of other research firms have also recently commented on ADRO. Oppenheimer began coverage on shares of Aduro BioTech in a research report on Monday, October 19th. They set an “outperform” rating and a $30.00 target price for the company. Canaccord Genuity reaffirmed a “buy” rating and set a $43.00 price objective on shares of Aduro BioTech in a research report on Tuesday, August 11th. Zacks Investment Research upgraded Aduro BioTech from a “sell” rating to a “hold” rating in a report on Wednesday, October 14th. Leerink Swann assumed coverage on Aduro BioTech in a research note on Wednesday, August 19th. They set a $48.00 price objective on the stock. Finally, William Blair reiterated an “outperform” rating on shares of Aduro BioTech in a research note on Wednesday, September 9th. One investment analyst has rated the stock with a hold rating and six have issued a buy rating to the company’s stock. The company has a consensus rating of “Buy” and a consensus target price of $45.80.

Aduro BioTech Inc is a United States-based clinical-stage immunotherapy company. The Company has developed or acquired technology platforms designed to activate potent and lasting immune responses against cancer: live, attenuated Listeria, GVAX and cyclic dinucleotides (NASDAQ:ADRO). Aduro’s lead program is an immunotherapy regimen combining Listeria-based CRS-207 and GVAX Pancreas in patients with metastatic pancreatic cancer who have failed at least one therapy. Its pipeline includes CRS-207, ADU-623, ADU-214, ADU-741, CDN and STINGVAX. CRS-207 is based on Aduro’s Listeria platform. ADU-623 is Aduro’s first clinical bivalent Listeria-based immunotherapy. ADU-214 is a bivalent Listeria-based immunotherapy that targets both mesothelin and an EGFR mutation. CDNs are small molecules that signal through STING and induce a potent immune response. STINGVAX is the combination of CDNs and GVAX.

[akocaman]

Why is this falling now?

[akocaman]

Why does this one fall more than others? Any reason?

[rtraster]

Especially at $48. IPO was $17 REMEMBER

[rtraster]

Better alternatives than paying 150% one day later
So at this point, you can either agree that this company is worth 150% more than it was yesterday, even though it hasn't changed whatsoever as a company, or you could look for alternatives.

Hint: Paying an extra 150% the day after an IPO is a losing strategy since 1999, learn your history lesson.

Wait. I'm following Dr. Frost into a similar company in the same space, MBVX, but even if you want to stick with Aduro then you should look into the relationship it has with other companies and Adam Feuerstein's recent commentary which is very enlightening re: another public company in this space.

[north40000]

Me too...I will wait.

[TSmith4659]

N40k, howdy! Did you get in today? I showed up laaate to the party.


TS

[ChanceVision]

$ADRO is Crankin'! Up 148% + WOW!

[iambillionaire]

Thank you for reply. you are rite, i am not a day trader. I will wait some time and see. Thanks for the link too.. good luck to you.

[Wildbilly]

I'm sorry to hear that,

I can't really give you any advice nor do you want it. :)

It all depends on your situation, I'm not familiar with the co., what made you buy it? What's your time horizon? If you sell now you will definitely take a hit. I'll assume you're not a trader (swing trade, daytrade, etc.) or you wouldn't be asking. Nothing wrong with being a long term holder in a company you believe in.

One of the best biotech men I'm familiar with seems impressed by their pipeline, but none are in trials yet.

Translation: it will take some time and patience on your part.

http://investorshub.advfn.com/boards/read_msg.aspx?message_id=112682706&txt2find=cdtx

Good luck and I wish you the best.

.

[iambillionaire]

Sorry for posting here, but i need some suggestion. I bought another IPO today CDTX (CIDARA THERAPEUTICS INC) at $19 and now its trading $16.01.. I lost lot of money. Is it worth to hold it? any inputs please.

[north40000]

ADRO ...$38 at 2:50pm....ridiculous

ADXS....-$2...@19.44

[Blane]

A double?

[mr_sano]

Wow what a move!

[Wildbilly]

Aduro Biotech (ADRO) IPO Opens Up 88%

April 15, 2015 10:37 AM EDT

Price: $33.64 +1,768.89%

Today's IPO for Aduro Biotech, Inc. (Nasdaq: ADRO) opened for trading at $32 after pricing 7,000,000 shares of common stock at a price to the public of $17 per share, in-line with the expected pricing.

BofA Merrill Lynch and Leerink Partners LLC are acting as joint book-running managers for the proposed offering. William Blair and Canaccord Genuity are acting as co-managers.

Aduro Biotech, Inc. is a clinical-stage immuno-oncology company focused on the development of technology platforms to stimulate an immune response against cancer. Aduro’s lead platform is based on proprietary strains of live-attenuated, double-deleted (LADD) Listeria monocytogenes that induce a potent innate immune response and have been engineered to express tumor-associated antigens to induce tumor-specific T cell-mediated immunity. Aduro has received Breakthrough Therapy designation from the FDA for its lead LADD regimen, CRS-207 in combination with GVAX Pancreas in pancreatic cancer. The company is evaluating the proprietary immuno-oncology combination in the ongoing Phase 2b ECLIPSE clinical trial and has additional ongoing clinical trials with its LADD platform in mesothelioma and glioblastoma. The company is also developing clinical candidates using cyclic dinucleotide (CDN) synthetic small molecule immune modulators that are designed to activate the intracellular STING receptor, a central mediator of the innate immune response.

http://www.streetinsider.com/Hot+IPOs/Aduro+Biotech+%28ADRO%29+IPO+Opens+Up+88%25/10460203.html

.

[Wildbilly]

ADRO a double @ 11:00 a:m, looks like I wait.

[Wildbilly]

EDGAR Pro - ADURO BIOTECH, INC. - IPO Profile

http://pro.edgar-online.com/ipo.aspx?ColLeft=3c2bcac1-dbf5-4776-9d3b-89001baee8d5&ColRight=76baaeb6-2549-44f5-8e1d-cd700701e704&cikid=778465&tabIndex=2&coname=ADURO+BIOTECH%2c+INC.&fnid=77844

.

[Wildbilly]

The basic lock up provisions are in the S-1,

posted previously with the Rule 144 and Rule 701 cut and pasted.

Looming lock up periods can be good places to sell and buy back in or add on the resulting dips (maybe;)), something you should be aware of in any case.

Here's an interesting read on GPRO post IPO and how you should keep your eyes open for 'hidden' lock up provisions.

GoPro (GPRO) Shares Slide on Lock-up Expiration Loophole | Last Financier | Investment News & Analysis
http://lastfinancier.com/gopro-gpro-shares-slide-on-lock-up-expiration-loophole/

.

[Blane]

Lock up expirations?

I here more people talk about Advaxis, but some say Aduro is more high profile. I wish I knew more. I'm trying to look up articles on them both.