Biotech Ideas

A board to discuss biotech ideas -


BioSpace - https://www.biospace.com/


Bio-Path Holdings (BPTH) - Oncology, RNAi nano particle drugs, delivery platform - (B) -- (34 mil)
Cardiff Oncology (CRDF) - Cancer (36) ---------------------------------------------------------- (B) -- (462 mil)
Corvus Therapeutics (CRVS) - Immuno-oncology therapies  (51) ------------------------ (B) -- (101 mil)
Curis (CRIS) - Cancer (23) ---------------------------------------------------------------------------- (B) -- (932 mil)
Enanta Pharma (ENTA) - Viral infections, liver diseases ------------------------------------- (D) - (1.5 Bil)
F-star Therapeutics (FSTX) - Tetravalent bispecific antibodies for cancer (UK) ------- (B) -- (94 mil) 
Jasper Therapeutics (JSPR) - Therapeutic agents for stem cell + gene therapies --- (B) -- (210 mil)
Kazia Therapeutics (KZIA) - Cancer (Australia) ------------------------------------------------ (B) - (112 mil)
Magenta Therapeutics (MGTA) - Autoimmune, MAB conjugates (145) ------------------ (B) -- (482 mil)
Myovant (MYOV) - Prostate cancer, women's health, endocrine diseases (745) (UK) (B) -- (1.9 Bil)
Oncternal Therapeutics (ONCT) - Cancer (21) ------------------------------------------------ (B) -- (402 mil)
Provention Bio (PRVB) - Immune-mediated diseases ---------------------------------------- (B) - (441 mil)
Revance Therapeutics (RVNC) - Neuromodulators for aesthetics, therapeutics ------ (D) - (950 mil)
Xenon Pharmaceuticals (XENE) - Neurological disorders (Canada) ----------------------(B) - (1.8 Bil)

ChemoCentryx (CCXI) - Inflammatory, autoimmune, cancer (72) -------------------------- (B) -- (4.2 Bil)
Kura Oncology (KURA) - Cancer (236) ----------------------------------------------------------- (B) -- (2.2 Bil)
Macrogenics (MGNX) - Cancer, MABs, conjugates (170) ------------------------------------ (B) -- (1.1 Bil)
MEI Pharma (MEIP) - Cancer (200) ----------------------------------------------------------------- (B) -- (452 mil)


OTHER - 
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Axsome Therapeutics (AXSM) - CNS disorders ------------------------------------------------------ (1.6 Bil)
Gamida Cell (GMDA) - Cell therapies for cancer, blood diseases (Israel) --------------- (M) - (529 mil) 
Oramed (ORMP) - Diabetes, oral delivery system for polypeptides ----------------------- (M) - (264 mil)
Protalix (PLX) - Plant cell-based expression system for recombinant proteins (Israel) (M) - (217 mil) 
Veru (VERU) - Cancer, Covid, formerly The Female Health Co ------------------------------------ (1.2 Bil) 

Dynavax (DVAX) - Vaccines, adjuvants ------------------------------------------------------------------ (1.5 Bil)
VistaGen (VTGN) - Neurological --------------------------------------------------------------------------- (340 mil)

Humanigen (HGEN) - MABs for immunotherapy and cancer, Covid ----------------------------- (1.1 Bil)
Innovation Pharma (IPIX) - Brilacidin (formerly Cellceutix, Polymedix), Covid --------------- (120 mil)
Otonomy (OTIC) - Neurotology (ears) ------------------------------------------------------------ (B) -- (245 mil)
Pieris Pharma (PIRS) - Asthma, respiratory, inflam, cancer, kidney ---------------------- (B) -- (174 mil)
Synlogic (SYBX) - Metabolic, inflam, cancer ----------------------------------------------------------- (171 mil)


LARGER CAP -
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Abbott Labs (ABT) - Pharmaceuticals, diverse healthcare products (168 Bil)
AbbVie (ABBV) - Drug development arm from Abbott Labs (122 Bil)
Amgen (AMGN) - Blood cell stimulators, other (136 Bil)
Novartis (NVS) - Pharmaceuticals, healthcare products (246 Bil) ------------------- (Switzerland)
Novo Nordisk (NVO) - Pharma, insulin (202 Bil) ------------------------------------------ (Denmark)
Roche (RHHBY) - Pharmaceuticals, diagnostics (299 Bil) ----------------------------- (Switzerland)
Seagen (SGEN) - Cancer, autoimmune, armed MABs (Seattle Genetics) (28 Bil)


GENERICS -
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Dr Reddy's Labs (RDY) - Generics, other (9 Bil) ----------------------------------------------- (India)


VETERINARY -
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Idexx Labs (IDXX) - Veterinary diagnostic products and services (23 Bil)
Neogen (NEOG) - Food safety testing, animal heath (3 Bil)
PetMed Express (PETS) - Veterinary drugs and health products (680 mil)
Zoetis (ZTS) - Veterinary drugs and vaccines, Pfizer subsidiary (59 Bil)


DIAGNOSTICS -
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BioRad Labs (BIO) - Products for bio research and clinical diagnostics (12 Bil)


RESEARCH PRODUCTS -
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Agilent (A) - Bio-analytical and electronic measurement solutions (24 Bil)
Bio-Techne (TECH) - Research + clinical diagnostic products (8 Bil)


ANTIBIOTICS -
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Acurx (privately held) - Antibiotics, DNA polymerase IIIC enzyme inhibitors for C. Dif
Innovation Pharma (IPIX) - Brilacidin (Polymedix), formerly Cellceutix (120 mil)


INDUSTRIAL BIOTECH -
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Novozymes (NVZMY.PK) - Industrial enzymes, microorganisms, and bio ingredients -----(Denmark)


CANNABIS RELATED -
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Horizons Marijuana Life Science Index (HMLSF)
https://investorshub.advfn.com/Cannabis-and-Hemp-Sector-Ideas-27865/


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ACQUIRED -
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Abgenix (ABGX) - Monoclonal antibodies (Amgen)
Actavis (ACT) - Generics, other (merged with Allergan)
Aduro Biotech (ADRO) - Immunotherapy, cancer, autoimmune (Chinook, 2020)
Allergan (AGN) -  Generic, branded, biosimilar, and OTC pharma products (Abbvie)
Arena Pharma (ARNA) - Immuno-inflammatory (Pfizer, 2021)
Ariad (ARIA) - Cancer (Takeda) 
Array (ARRY) - Cancer, inflammatory (Pfizer, 2019)
Bio-Reference Labs (BRLI) - Clinical laboratory testing services (Opko)
Celator (CPXX) - Cancer, dosage optimized liposome encapsulated combo drugs (Jazz)
Cambrex (CBM) - Active pharmaceutical ingredients and intermediates (Permira, 2019)
Celgene (CELG) - Cancer, inflam (Bristol-Myers Squibb)
Cephalon (CEPH) - CNS (Teva) ------------------------------------------------------------------(Israel)
Cubist (CBST) - Antibiotics (Merck)
Cynapsus (CYNA) - Oral rescue med for Parkinson's disease (Canada) (Sunovion)
Durata Therapeutics (DRTX) - Antibiotics (Actavis)
Genomic Health (GHDX) - Molecular diagnostics, genomic based lab tests (Exact Sciences, 2019)
Gentium (GENT) - Veno-occlusive disease (Italy) (Jazz)
Genzyme (GENZ) - Orphan diseases, other (Sanofi) --------------------------------------(France)
Given Imaging (GIVN) - Pill-Cam capsules for visualization of GI tract (Israel) (Covidien)
Idenix (IDIX) - Infectious diseases, Hep C (Merck)
Inhibitex (INHX) - Infectious diseases (BMY)
Kite Pharma (KITE) - Cancer (Gilead)
Life Technologies (LIFE) - Molecular biology related products (TMO)
Medarex (MEDX) - Monoclonal antibodies (BMY)
Medicines Co (MDCO) - Cardio, infectious, diseases (Novartis, 2019)
Medivation (MDVN) - Cancer, neurological (10.3 Bil) (Pfizer)
Momenta (MNTA) - Complex biosimilars, biogenerics (JNJ, 2020)
Memory Pharma (MEMY) - CNS (Roche) ---------------------------------------------(Switzerland)
MGI Pharma (MOGN) - Oncology related (Eisai) -------------------------------------------(Japan)
Micromet (MITI) - Cancer (Amgen)
Millenium Pharma (MLNM) - Cancer (Takeda) ---------------------------------------------(Japan)
MWI Veterinary Supply (MWIV) - Veterinary drugs and products (Amerisource Bergen)
Onyx (ONXX) - Cancer (Amgen)
Optimer - Antibiotics (Cubist) 
Pharmacyclics (PCYC) - Cancer, immune diseases (Abbvie)
Pharmasset (VRUS) - Infectious diseases (Gilead)
Polymedix (PYMX) - Defensin-mimetic antibiotics, other (Cellceutix)
Prolor (PBTH) - Long acting versions of therapeutic proteins (Opko)
Salix (SLXP) - GI related disorders (Valeant)
Santarus (SNTS) - GI, diabetes, other (Salix)
Senomyx (SNMX) - Taste modulators, flavor enhancing technology (Firmenich)
Shire (SHPG) - Pharmaceuticals (Takeda)
Sigma Aldrich (SIAL) - Bio research reagents, chemicals (Merck)
Synageva (GEVA) - Lysosomal storage disorders (Alexion)
Trillium Therapeutics (TRIL) - Immuno-oncology (Canada) (Pfizer)
Trius (TSRX) - Antibiotics (Cubist)
VCA Antech (WOOF) - Veterinary hospitals (Mars)
ViroPhama (VPHM) - Angioedema, infectious diseases, other (Shire) 


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Name	Symbol	% Assets
Regeneron Pharmaceuticals Inc	REGN	2.77%
Moderna Inc	MRNA	2.65%
Gilead Sciences Inc	GILD	2.43%
Vertex Pharmaceuticals Inc	VRTX	2.32%
Biogen Inc	BIIB	2.28%
United Therapeutics Corp	UTHR	2.26%
Biomarin Pharmaceutical Inc	BMRN	2.25%
Seattle Genetics Inc	SGEN	2.16%
Exelixis Inc	EXEL	2.06%
ACADIA Pharmaceuticals Inc	ACAD	2.04%

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First Trust NYSE Arca Biotech Index (FBT) (Exp - 0.57%, Assets - 1.5 Bil, Yld - 0)

Name	Symbol	% Assets
Regeneron Pharmaceuticals Inc	REGN	4.88%
Gilead Sciences Inc	GILD	4.58%
Qiagen NV	QGEN	4.48%
Biogen Inc	BIIB	4.28%
Seattle Genetics Inc	SGEN	4.08%
United Therapeutics Corp	UTHR	3.93%
Vertex Pharmaceuticals Inc	VRTX	3.89%
ACADIA Pharmaceuticals Inc	ACAD	3.75%
Biomarin Pharmaceutical Inc	BMRN	3.69%
Alnylam Pharmaceuticals Inc	ALNY	3.53%

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Name	Symbol	% Assets
Pacific Biosciences of California Inc	PACB	6.85%
Teladoc Health Inc	TDOC	5.94%
CRISPR Therapeutics AG	CRSP	5.77%
Twist Bioscience Corp	TWST	5.72%
CareDx Inc	CDNA	3.87%
Iovance Biotherapeutics Inc	IOVA	3.59%
Exact Sciences Corp	EXAS	3.58%
Fate Therapeutics Inc	FATE	3.47%
Invitae Corp	NVTA	3.42%
Personalis Inc	PSNL	3.26%

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