Biotech Values

[dewophile]

Yes the cause is probably multi factorial and the disease heterogeneous as well
It’s still so poorly understood and addressed (that goes for the brain in general relative to other organs IMO) that any putative intervention that may modify risk I am likely to take (my father who now passed had dementia so it runs in my family)

[vinmantoo]

There is data that shingrix (and before that zostavax) is associated with lower rates of dementia. GSK talks about this and that they may soon start a more rigorous study to flesh this out pending discussion with regulators. I haven’t seen the data and for all I know this is more correlation than causation

Thanks for that info dewophile. I am in my later 60s so already got Shingirx. While vaccine for any specific virus might lower risk in a subset of cases, the key is to understand and combat the physiological response or lack thereof which leads to dementia so it can be slowed in many if not most cases regardless of the causative agent. There are also indicatiosn that "brain exercise" may slow dementia.

https://www.webmd.com/alzheimers/preventing-dementia-brain-exercises

[jbog]

Not much is said about this but in my view it's possible the RHA franchise is somewhat up against the wall.

In 4th q 22 sales were $34.7m and 2023 sales were $30.3, $31.7, $32.1 and $34.5 for the 4 quarters. Total sales year over year were nice but I'm not sure why it looks they hit a wall.

[Whalatane]

Re Lp(a) Have U looked at this
https://www.ahajournals.org/doi/10.1161/JAHA.123.033562

Aspirin was associated with a significant reduction in CHD events among those with elevated lipoprotein(a) (hazard ratio, 0.54 [95% CI, 0.32–0.94]; P=0.03).

Kiwi

[WorstLuck]

You did well to sell around 18.

So the window to enter a bullish trade for the last $150M borrowing is today through potentially as late as Friday. The bears will have to decide whether to close existing positions.

If RVNC pulls the whole 150 at an interest rate that is not excessively punitive (it can be a high rate) then I can see the current price range (4.65 +/-) acting as a floor for awhile and a nice bounce is possible, but obviously sales still have to improve. Not going to opine on pulling less than 150 or relying on future dilutive raises.

[DewDiligence]

Recent Biotech Buyouts of Publicly Traded Companies

[Added ABBV-LABP.]

Table entries are in descending order of buyout premium.
Reverse-mergers are listed at the bottom.

 
 Acquired         ‡Premium   *Deal        iHub  
 Company  Buyer   to Market  Value  Date  Reference  
 LOGC     AZN       667%     $70M  10/22  #msg-170099482 
 TBRA     AGN       498%     $615M  9/16  #msg-125266132 
 AVRX     CLDA      487%     $8M   10/08  #msg-33212809 
 GNLB     GSK       465%     $57M  10/08  #msg-33209281 
 DMTX     RARE      396%     $167M 10/17  #msg-135053781 
 CMPI     REGN      336%     $250M  4/22  #msg-168585070 
 MEMY     Roche     319%     $50M  11/08  #msg-33787598 
 IMDZ     MRK       311%     $300M  2/19  #msg-147004924 
 SGTX     LLY       280%     $35M   6/23  #msg-172236626 
 PRVB     SNY       273%     $2.9B  3/23  #msg-171430824 
 KDS.AS   SNY       272%     $360M 11/20  #msg-159250085 
 ANDS     Roche     256%     $220M 10/11  #msg-68043946 
 SYNB     PFE       240%     $10M  12/10  #msg-58221573 
 IDIX     MRK       239%     $3.85B 6/14  #msg-103051902 
 KOSN     BMY       233%     $190M  5/08  #msg-29647147 
 ZYNE     HRMY      226%     $60M   8/23  #msg-172590073 
 MIRO     UTHR      213%     $91M  10/23  #msg-173118733 
 TRIL     PFE       204%     $2.3B  8/21  #msg-165570289 
 ACER     ZVRA      203%     $15M   8/23  #msg-172730826 
 TSRO     GSK       182%     $5.1B 12/18  #msg-145223384 
 VLA.AX   MRK       182%     $394M  2/18  #msg-138708052 
 SQNM     LH        182%     $367M  7/16  #msg-124139335 
 NSPH     LMNX      179%     $77M   5/16  #msg-122867416 
 AIMT     Nestlé    174%     $2.6B  8/20  #msg-157987026 
 TCXK.PA  SGMO      174%     $84M   7/18  #msg-142384127 
 THOR     SNY       172%     $2.4B 12/19  #msg-152685325 
 MGRM     LH        171%     $155M  6/09  #msg-38960958 
 NEU.ST   AMGN      169%     $167M  5/19  #msg-148961436 
 COLY     PFE       167%     $165M 11/07  #msg-24600805 
 INHX     BMY       163%     $2.5B  1/12  #msg-70636307 
 LABP     ABBV      161%     $138M  3/24  #msg-174106073 
 CYPB     Ramius    160%     $255M 12/10  #msg-57780859 
 VTAE     AGN       159%     $639M  9/16  #msg-125144641 
 NTMD     Deerfld  z158%    z$36M   1/09  #msg-35132470 
 CELL     BRKR      150%     $108M  8/23  #msg-172624283 
 ICGN     PFE       150%     $56M   7/11  #msg-65365128 
 EYE      ABT       149%     $2.8B  1/09  #msg-34762429 
 IOMI     Intercell 147%     $190M  5/08  #msg-29232165 
 DNL.L    NBIX      144%     $56.5M 8/22  #msg-169825867 
 STML     Menarini  142%     $623M  5/20  #msg-155412863 
 CPEX     FCB_Hldgs 142%     $77M   3/11  #msg-61326856 
 SCTL     CoreRx    129%     $139M  2/24  #msg-173944768 
 GEVA     ALXN      136%     $8.4B  5/15  #msg-113395760 
 BTRX     Stiefel   136%     $150M  6/08  #msg-30201906 
 LMNL     Strc Alph 135%     $10M   7/23  #msg-172324343 
 PAND     MRK       134%     $1.85B 2/21  #msg-162128146 
 ISTA     Bausch&Lm 134%     $500M  3/12  #msg-73708628 
 PTLA     ALXN      132%     $1.2B  5/20  #msg-155434665 
 SOMX     PTX       127%     $25M  12/12  #msg-82334111 
 Tepnel   GPRO      126%     $132M  1/09  #msg-35221710 
 INSV     Sun_Phrma 125%     $48M   9/15  #msg-116997898 
 ABLX     SNY       123%     $4.8B  1/18  #msg-138081925 
 TPTX     BMY       122%     $4.1B  6/22  #msg-169044829 
 ONCE     Roche     122%     $4.3B  2/19  #msg-147078413 
 CINC     AZN       121%     $1.3B  1/22  #msg-170897861 
 CYNA     Sunovion  121%     $624M  8/16  #msg-124897051 
 TTHI     OPK       121%     $60M   6/16  #msg-123621440 
 ADLR     CBST      121%     $190M 10/11  #msg-68264754 
 SGXP     LLY       119%     $64M   7/08  #msg-30547648 
 MDVN     PFE      k118%     $4.0B  8/16  #msg-124680992 
 HARP     MRK       118%     $680M  1/24  #msg-173581189 
 ENCY     PFE       118%     $350M  2/08  #msg-26978155 
 CCXI     AMGN      116%     $3.7B  8/22  #msg-169584273 
 RARX     UCB.BR    112%     $2.1B 10/19  #msg-151624039 
 OPNT     INDV.L    111%     $110M 11/22  #msg-170443638 
 HZD.L    PKI       110%     $368M 11/20  #msg-159255066 
 BOLD     ALPMY     110%     $3.0B 12/19  #msg-152574418 
 IMMU     GILD      108%     $21B   9/20  #msg-158261866 
 ICEL     Fujifilm  108%     $307M  3/15  #msg-112226224 
 AMYT     Chiesi    107%     $1.25B 1/23  #msg-170892902 
 IMGO     MRK       107%     $1.4B 11/22  #msg-170504136 
 ARQL     MRK       107%     $2.7B 12/19  #msg-152684415 
 AMAM     JNJ       105%     $2.0B  1/24  #msg-173581189 
 RYZB     BMY       105%     $3.6B 12/23  #msg-173501393 
 TRCA     IPN.PA    104%     $660M  6/08  #msg-29795183 
 BLU      GSK       103%     $2.0B  4/23  #msg-171710496 
 GBT      PFE       102%     $5.4B  8/22  #msg-169612752 
 MRV.TO   Srchlight 101%     $91M  12/22 
 AMLN     BMY       101%    u$7.0B  6/12  #msg-77122453 
 ARNA     PFE       100%     $6.7B 12/21  #msg-167099213 
 TST.TO   PLI.TO    100%     $33M   8/16  #msg-124735566 
 HGSI     GSK        99%     $3.0B  7/12  #msg-77532608 
 FUSN     AZN        97%     $2.1B  3/24  #msg-174067117 
 ORTX     KYKOY      97%     $387M 19/23  #msg-172963268 
 CRY.TO   MDT        97%     $380M  9/08  #msg-32421462 
 CFMS     restor3D   96%     $18M   6/23  #msg-172198000 
 UROV     Sumitovant 96%     $681M 11/20  #msg-159462428 
 FTSV     GILD       96%     $4.9B  3/20  #msg-154105690 
 NVDQ     SYK        96%     $701M  6/17  #msg-132304937 
 IMGN     ABBV       95%     $10B  11/23  #msg-173325886 
 CHMA     AMYT       94%     $330M  5/21  #msg-163605477 
 BITI     ACOR       94%     $363M  1/16  #msg-119923883 
 Speedel  NVS        94%     $880M  7/08  #msg-30588524 
 HTWR     MDT        93%     $1.1B  6/16  #msg-123551339 
 MEDA.ST  MYL        92%     $9.9B  2/16  #msg-120456111 
 MNT      JNJ        92%     $1.1B 11/08  #msg-33879830 
 JUNO     CELG      j91%     $9.0B  1/18  #msg-137859642 
 OCAT     Astellas   91%     $379M 11/15  #msg-118374922 
 GI       BSX        90%     $210M  9/16  #msg-125422608 
 MEDX     BMY        90%     $2.1B  7/09  #msg-39801273 
 CTIC     SOBI.ST    89%     $1.7B  5/23  #msg-171878780 
 VRUS     GILD       89%     $11B  11/11  #msg-69211700 
 AVXS     NVS        88%     $8.7B  4/18  #msg-139888382 
 AGN      ACT       q88%     $66B  11/14  #msg-108238424 
 OMTH     AZN        88%     $260M  5/13  #msg-88349427 
 PNT      LLY        87%     $1.4B 10/23  #msg-172949338 
 MAKO     SYK        86%     $1.65B 9/13  #msg-92358712 
 ISO      BLI        85%     $58M  12/22  #msg-170759670 
 SIRT     GSK        85%     $620M  4/08  #msg-28705020 
 ALBO     IPN.PA     84%     $950M  1/22  #msg-170897349 
 LJPC     INVA       84%     $148M  7/22  #msg-169366685 
 ALDR     LUND.CO    84%     $1.95B 9/19  #msg-151154641 
 ZGEN     BMY        84%     $885M  9/10  #msg-54152162 
 AMBI     Daiichi    83%     $315M  9/14  #msg-106688411 
 ICPT     Alfasigma  82%     $870M  9/23  #msg-172898719 
 TRIV     ELGX       81%     $211M 10/15  #msg-118008485 
 YMI      GILD       81%     $510M 12/12  #msg-82377008 
 NGM      Column Gp  80%     $135M  2/24  #msg-173922864 
 DRNA     NVO        80%     $3.3B 11/21  #msg-166818260 
 PRVL     LLY        80%     $880M 12/20  #msg-160184274 
 TIG      TAK        80%     $622M  1/18  #msg-137517859 
 FSTX     Sino BPhrm 79%     $161M  6/22  #msg-169222236 
 BHVN     PFE        79%     $11.6B 5/22  #msg-168806558 
 KDMN     SNY        79%     $1.9B  9/21  #msg-165815381 
 FPRX     AMGN       79%     $1.9B  3/21  #msg-162316864 
 CVRS     SHL.DE     79%     $1.1B  8/19  #msg-151997721 
 CASC     SGEN       79%     $614M  1/18  #msg-138145273 
 AKUS     LLY        78%     $497M 10/22  #msg-170225029 
 NTGN     BNTX       77%     $67M   1/20  #msg-153334198 
 ACHN     ALXN       77%     $700M 10/19  #msg-151730899 
 ATLN.VX  JNJ       f77%     $30B   1/17  #msg-128155201 
 ORIDN.SW COV        77%     $300M  4/12  #msg-74079493 
 ADMS     SUPN       76%     $400M 10/21  #msg-166306594 
 CVTX     GILD       76%     $1.4B  3/09  #msg-36225695 
 RXDX     MRK        75%     $10.8B 4/23  #msg-171696785 
 ARIA     TAK        75%     $5.2B  1/17  #msg-127718101 
 OLK      TMO        74%     $3.1B 10/23  #msg-173043188  
 RXDX     Roche      74%     $1.7B 12/17  #msg-137115144 
 MOVET.BR SHPG       74%     $560M  8/10  #msg-52918245 
 IDEV     ENDP       74%     $370M  1/09  #msg-34592416 
 CERE     ABBV      f73%     $8.7B 12/23  #msg-173374544 
 CPXX     JAZZ       73%     $1.5B  5/16  #msg-122995888 
 LEVP     VPHM      y73%    y$510M  7/08  #msg-30704409 
 TARG     MDCO       72%     $42M   1/09  #msg-34774402 
 Ventana  Roche      72%     $3.4B  1/08  #msg-30912677 
 Jerini   SHPG       71%     $520M  7/08  #msg-30452872 
 MNTA     JNJ        70%     $6.5B  8/20  #msg-157719675 
 WTX.ST   ALXN       70%     $855M  4/18  #msg-139951584 
 APNO     Cell_Bio   70%     $20M   9/09  #msg-43348606 
 TCRR     ADAP       69%     $80M   3/23  #msg-171370279 
 AAH.AX   CEPH       69%     $207M  2/09  #msg-35956544 
 JNCE     Tang Cptl  68%     $99M   3/23  #msg-171548303 
 CNST     MOR        68%     $1.7B  6/21  #msg-164153449 
 NITE     BIIB       68%     $877M  3/19  #msg-147257363 
 LOXO     LLY        68%     $8.0B  1/19  #msg-145917745 
 ARMO     LLY        68%     $1.6B  5/18  #msg-140678701 
 STDY     UTHR       68%     $216M  4/18  #msg-140410572 
 DDS.TO   PLB.TO     68%     $15M   8/11  #msg-66272770 
 KDNY     NVS        67%     $3.2B  6/23  #msg-172110415 
 APEN     BSX        67%     $615M 11/22  #msg-170560661 
 CMTA     IPN.PA     67%     $1.31B 2/19  #msg-147078420 
 ALXA     Gp_Ferrer  67%     $20M   5/16  #msg-122522140 
 ZGNX     UCB.BR     66%     $1.9B  1/22  #msg-167551981 
 NVET     ZTS        66%     $85M   4/17  #msg-130461127 
 DRTX     ACT        66%     $675M 10/14  #msg-106925472 
 SPPI     ASRT       65%     $250M  4/23  #msg-171766836 
 LPDX     LH         65%     $83M   9/14  #msg-106598786 
 OSTE     MDT        65%     $123M  8/10  #msg-53410183 
 MDCO     NVS        64%     $9.0B 11/19  #msg-152458295 
 FCSC     Castle_Crk 64%     $63M   9/19  #msg-151108594 
 BIVV     SNY        64%     $11.6B 1/18  #msg-137861926 
 LDRH     ZBH        64%     $1.0B  6/17  #msg-133419822 
 TLCR     GRFS       64%     $3.4B  6/10  #msg-50961841 
 FACT     ABT        64%     $450M  3/10  #msg-47606240 
 Acambis  SNY        64%     $550M  7/08  #msg-30990498 
 JAV      HSP        64%     $141M  4/10  #msg-48881292 
 MSLI     Norgine_BV 63%     $249M  5/17  #msg-131262204 
 GRCL     AZN        62%     $1.0B 12/23  #msg-173501426 
 ARRY     PFE        62%     $11.4B 6/19  #msg-149423883 
 CBMX     NVTA       62%     $33M   7/17  #msg-133447160 
 MOR      NVS        61%     $2.9B  2/24  #msg-173780339 
 MYOK     BMY        61%     $13B  10/20  #msg-158699874 
 Synthes  JNJ        61%     $21.5B 4/11  #msg-62473819 
 SCRX     Shionogi   61%     $1.4B  9/08  #msg-31859174 
 APGN     PYXS       60%     $16M   5/23  #msg-171981599 
 SHPG     TAK        60%     $62.1B 5/18  #msg-140610505 
 XNPT     Arbor_Phrm 60%     $487M  5/16  #msg-122847495 
 BRLI     OPK        60%     $1.5B  6/15  #msg-114296569 
 MAPP     AGN        60%     $958M  1/13  #msg-83696395 
 BFRM     Merz       60%     $253M  1/10  #msg-45071380 
 RETA     BIIB       39%     $7.3B  7/23  #msg-172456806 
 RLYP     Galenica   59%     $1.53B 7/16  #msg-124014245 
 CXS.AX   CEPH       59%     $163M  3/11  #msg-61453144 
 CRXL     JNJ        58%     $2.4B 12/10  #msg-55228522 
 PFNX     LGND       57%     $438M  8/20  #msg-157515236 
 VOLC     PHG        57%     $1.0B 12/14  #msg-109142343 
 MEDS     XON        57%     $26M  12/13  #msg-95175483 
 AVDR     GKOS       56%     $480M  8/19  #msg-150387068 
 OMPI     VRX        56%     $360M  3/13  #msg-86381607 
 BMTI     WMGI       56%     $380M 12/12  #msg-81626598 
 MTXX     HIG_Captl  56%     $75M  12/10  #msg-57778844 
 ASPM     COV        56%     $210M  9/09  #msg-43348479 
 ANAC     PFE        55%     $5.2B  5/16  #msg-122659881 
 RNA      BMRN       55%     $840M 11/14  #msg-108456369 
 AUXL     ENDP       55%     $2.6B 10/14  #msg-107031514 
 OSIP     Astellas   55%     $4.0B  5/10  #msg-50234451 
 IDMI     TAK        55%     $75M   5/09  #msg-37898204 
 COLL     BDSI       54%     $604M  2/22  #msg-167875055 
 VEC.L    PM         54%     $1.5B  8/21  #msg-165430280 
 CELG     BMY        54%     $74B   1/19  #msg-145844551 
 ECYT     NVS        54%     $2.1B 10/18  #msg-144295734 
 CPHD     DHR        54%     $4.0B  9/16  #msg-124976329 
 GNOM     BGI-Shnzhn 54%     $118M  9/12  #msg-79636464 
 RDEA     AZN        54%     $1.3B  4/12  #msg-74706626 
 BSMD     MMSI       54%     $96M   5/10  #msg-50161877 
 ATSI     MDT        54%     $370M  4/10  #msg-49617936 
 ALO      KG         54%     $1.6B 11/08  #msg-33763449 
 ABGX     AMGN       54%     $2.2B 12/05  #msg-8876857 
 KRTX     BMY        53%     $14B  12/23  #msg-173484423 
 EPZM     IPN.PA     53%     $247M  6/22  #msg-169252695 
 VIE      HZNP       53%     $2.67B 2/21  #msg-161376573 
 MEDI     AZN        53%     $15.2B 4/07  #msg-19020387 
 MLNM     TAK        53%     $8.8B  4/08  #msg-28365383 
 AMRI     Crlyl/GTCR 52%     $922M  6/17  #msg-131937504 
 AFFX     TMO        52%     $1.3B  1/16  #msg-119712743 
 TRBN     EBS        52%     $97M   8/10  #msg-53271836 
 SYNO     BAX        52%     $260M 12/11  #msg-69906294 
 PCOP     LGND       52%     $75M   9/08  #msg-32404474 
 FRLN     SYNC.L     51%     $28M  11/23  #msg-173279258 
 ABMD     JNJ        51%     $17B  11/22  #msg-170339688 
 VIFN.SW  CSL.AX     51%     $12B  12/21  #msg-167114255 
 RPBIF    OrbiMed    51%     $11.1M 6/16  #msg-126868605 
 NPSP     SHPG       51%     $5.2B  1/15  #msg-109811213 
 CLZR     ELOS       51%     $65M   9/09  #msg-41293512 
 OMRI     JNJ        51%     $465M 11/08  #msg-33762745 
 IMCL     LLY        51%     $6.5B 10/08  #msg-32662830 
 QSAM     TLX.AX     50%     $33M   2/24  #msg-173807713 
 CSII     ABT        50%     $890M  2/23  #msg-171160898 
 MYOV     Sumitomo   50%     $2.9B 10/22  #msg-170268877 
 ETTX     INVA       50%     $113M  5/22  #msg-168944440 
 ATRS     HALO       50%     $960M  4/22  #msg-168533921 
 ITMR     Zoll Mdcl  50%     $538M  9/21  #msg-165885593 
 GWPH     JAZZ       50%     $6.7B  2/21  #msg-161448011 
 CORI     Gurnet_Pnt 50%     $504M 10/18  #msg-144156114 
 ENTL     SYK        50%     $662M 12/17  #msg-136714935 
 PSTX     SYK        50%     $120M  1/14  #msg-95510779 
 MYOG     GILD       50%     $2.5B 10/06  #msg-13712121 
 MIL      Merck_KGaA 50%     $7.2B  3/10  #msg-47249493 
 CRGN     CLDX       50%     $40M   5/09  #msg-38262967 
 TNOX     DNA        50%     $919M 11/06  #msg-14673162 
 FMTX     NVO        49%     $1.1B  9/22  #msg-169846707 
 OCRX     MNK        49%     $75M  11/17  #msg-135889221 
 HZNP     AMGN       48%     $28B  12/22  #msg-170671017 
 WMGI     SYK        48%     $5.4B 11/19  #msg-152075660 
 SURG     VRX        48%     $166M  9/15  #msg-116690920 
 ZY       DNA        47%     $300M  7/22  #msg-169486788 
 AAAP     NVS        47%     $3.9B 10/17  #msg-168310103 
 FLXN     PCRX       47%     $428M 10/21  #msg-166306397 
 CBM      Permira    47%     $2.4B  8/19  #msg-150386649 
 KIN      ELAN       46%     $440M  6/21  #msg-164417443 
 AMAG     Covis_Grp  46%     $647M 10/20  #msg-158641344 
 BEC      DHR        46%     $6.8B  2/11  #msg-59624646 
 PHRM     CELG       46%     $2.9B 11/07  #msg-24645394 
 ALXN     AZN        45%     $39B  12/20  #msg-160128002 
 AGN      ABBV       45%     $65B   6/19  #msg-149577810 
 ROCM     BCR        45%     $262M  9/13  #msg-91684202 
 TYME     SYRS       44%     $70M   7/22  #msg-169317107 
 BSTC     ENDP       44%     $540M 10/20  #msg-158976969 
 AAAP     NVS        44%     $3.9B 10/17  #msg-135797034 
 GNVC     XON        44%     $14.2M 1/17  #msg-128087921 
 ICVX     AZN        43%     $800M 12/23  #msg-173410902 
 DBTX     REGN       43%     $109M  8/23  #msg-172552134 
 VECT     IRWD       43%     $1.0B  5/23  #msg-171960647 
 AVEO     LG Chem    43%     $566M 10/22  #msg-170225142 
 GNMK     Roche      43%     $1.8B  3/21  #msg-162557955 
 SNMX     Firmenich  43%     $72M   9/18  #msg-143614780 
 RPRX     AGN        43%     $27M  12/17  #msg-136820335 
 DICE     LLY        42%     $2.4B  6/23  #msg-172170829 
 SGEN     PFE        42%     $43B   3/23  #msg-171430587 
 AGTC     SYNC.L     42%     $24M  10/22  #msg-170272356 
 ZSPH     AZN        42%     $2.7B 11/15  #msg-118292261 
 ASPX     TEVA       42%     $3.2B  3/15  #msg-112224762 
 CALP     PKI        42%     $600M  9/11  #msg-66915400 
 BRL      TEVA       42%     $9.0B  7/08  #msg-30792830 
 PRTK     Gurnet Pt  41%     $330M  6/23  #msg-172070130 
 EIDX     BBIO       41%     $2.9B 10/20  #msg-158699182 
 AST      BTX        41%     $85M  11/18  #msg-144764100 
 VITA     SYK        41%     $320M  5/11  #msg-63178312 
 AGAM     STJ        41%     $1.3B 10/10  #msg-55673504 
 MNLO     FOMX       40%     $180M 11/19  #msg-152208625  
 DSCI     IART       40%     $204M  1/17  #msg-127779613 
 SGNT     Nichi-Iko  40%     $736M  7/16  #msg-123792475 
 PATH     TEVA       40%    s$144M  1/14  #msg-96147237 
 SLTM     VRX        40%     $236M 12/13  #msg-95003986 
 KG       PFE        40%     $3.6B 10/10  #msg-55425514 
 STSA     Shin Nippn 39%     $30M   4/23  #msg-171700091 
 SRRA     GSK        39%     $1.9B  4/22  #msg-168533694 
 PCYC     ABBV      n39%     $21B   3/15  #msg-111425234 
 SYR.L    STE        39%     $1.9B 10/14  #msg-107152734 
 HSP      PFE        39%     $17B   2/15  #msg-110577169 
 MRX      VRX        39%     $2.6B  9/12  #msg-79186818 
 CEPH     TEVA       39%     $6.8B  5/11  #msg-62636692 
 ORCH     LH         39%     $85M   4/11  #msg-61801828 
 MOGN     Eisai      39%     $3.9B 12/07  #msg-25163775 
 SPNE     OFIX       38%     $306M 10/22  #msg-170165454 
 PETX     ELAN       38%     $231M  4/17  #msg-148466146 
 ALR      ABT        38%     $7.9B  4/17  #msg-130492505 
 BXLT     SHPG       38%     $32B   1/16  #msg-119743932 
 ITMN     Roche      38%     $8.3B  8/14  #msg-105603127 
 SNTS     SLXP       38%     $2.6B 11/13  #msg-93839578 
 ONXX     AMGN       38%     $9.7B  8/13  #msg-91383118 
 LIFE     TMO        38%     $15.6B 4/13  #msg-86836458 
 DUSA     Sun_Pharma 38%     $230M 11/12  #msg-81273572 
 AERI     ALC        37%     $770M  8/22  #msg-169759599 
 TTPH     LJPC       37%     $43M   6/20  #msg-156488296 
 BTG.L    BSX        37%     $4.2B 11/18  #msg-145001575 
 STJ      ABT        37%     $30.7B 4/16  #msg-122251293 
 CBST     MRK        37%     $9.5B 12/14  #msg-108853418 
 SIAL     Merck_KGaA 37%     $17B   9/14  #msg-106484466 
 PRX      TPG_(prvt) 37%     $1.9B  7/12  #msg-77533202 
 MTOX     LH         37%     $240M  6/12  #msg-76240732 
 GENZ     SNY       v37%    v$20.1B 2/11  #msg-59975091 
 DOVA     SOBI.ST    36%     $810M  9/19  #msg-151425501 
 MRTX     BMY        35%     $4.8B 10/23  #msg-172983547 
 SURF     CHRS       35%     $40M   6/23  #msg-172154287 
 SOBI.ST  Advent/GIC 35%     $8.0B  9/21  #msg-165744197 
 CORV     Advance_Ph 35%     $76M   3/20  #msg-154356839 
 PTHN     TMO        35%     $7.2B  5/17  #msg-131355584 
 DYAX     SHPG       35%     $5.9B 11/15  #msg-118164544 
 MATK     Royal_DSM  35%     $1.1B 12/10  #msg-57987049 
 MITO     Mrngsd Vnt 34%     $27M   8/22  #msg-169552098 
 NEOS     AYTU       34%     $45M  12/20  #msg-160066262 
 WCRX     ACT        34%     $8.5B  5/13  #msg-88088454 
 AMMD     ENDP       34%     $2.9B  4/11  #msg-61948007 
 CLRT     GE         34%     $580M 10/10  #msg-55864640 
 SGP      MRK        34%     $41B   3/09  #msg-36140327 
 HTRN     ENDP       34%     $223M  5/10  #msg-49838813 
 CLCD     LLY        33%     $960M  1/17  #msg-127941157 
 AKGZF    Bayer      33%     $2.9B 12/13  #msg-95174198 
 KNSY     Royal_DSM  33%     $360M  5/12  #msg-75204020 
 MITI     AMGN       33%     $1.16B 1/12  #msg-71341339 
 OYST     VTRS       32%     $300M 11/22  #msg-170389075 
 JNP      CTLT       32%     $140M  7/18  #msg-141961886 
 CVD      LH         32%     $5.6B 11/14  #msg-107784169 
 SMTS     COV        32%     $250M  6/10  #msg-51344183 
 EXAC     TPG_(prvt) 31%     $625M 10/17  #msg-135627315 
 TOMO     ARAY       31%     $277M  3/11  #msg-60697854 
 TBIO     SNY        30%     $3.2B  8/21  #msg-165242244 
 PRAH     ICLR       30%     $12B   2/21  #msg-162100993 
 NXTM     FMS        30%     $2.0B  8/17  #msg-133627112 
 THOR     STJ        30%     $3.4B  7/15  #msg-115599422 
 PPD(I)   CarlyleGrp 30%     $3.9B 10/11  #msg-67625255 
 OctoPlus RDY        30%     $35M  10/12  #msg-80752228 
 CGPI     Galderma   30%     $420M  2/08  #msg-28286522 
 NTUS     ArchiMed   29%     $1.2B  4/22  #msg-168574161 
 XLRN     MRK        29%     $11.5B 9/21  #msg-166156870 
 IVTY     SYK        29%     $190M  9/18  #msg-143493139 
 FMI      Roche      29%    h$2.4B  6/18  #msg-141630144 
 COV      MDT        29%     $42.9B 6/14  #msg-103352775 
 CHTP     Lundbeck   29%     $530M  5/14  #msg-101687352 
 WYE      PFE        29%     $68B   1/09  #msg-35077617 
 APPX     Fresenius  29%     $940M  7/08  #msg-30498388 
 KITE     GILD       29%     $11.9B 8/17  #msg-134179317 
 GTKX.PA  CALT       28%     $38M   8/20  #msg-157592686 
 PRXL     Pamplona   28%     $4.6B  6/17  #msg-132330332 
 INNL     Gurnet_Pt  28%     $53M   4/17  #msg-130210863 
 CYNO     HOLX       28%     $1.44B 2/17  #msg-128697104 
 CRA      DGX        28%     $330M  3/11  #msg-61103240 
 SEPR     Dainippon  28%     $2.6B  9/09  #msg-41143301 
 CBAY     GILD       27%     $4.3B  2.24  #msg-173827237  
 NVCN     SWAV       27%     $199M  1/23  #msg-170962426 
 OXFD     PKI        27%     $600M  1/21  #msg-160749373 
 HEMA     CRL        27%     $380M 12/19  #msg-152826703 
 SPNC     PHG        27%     $2.16B 6/17  #msg-132563070 
 QCOR     MNK        27%     $5.6B  4/14  #msg-100144844 
 CNJ.TO   EBS        27%     $222M 12/13  #msg-94886880 
 GIVN     COV        27%     $860M 12/13  #msg-94759019 
 VPHM     SHPG       27%     $4.2B 11/13  #msg-93924184 
 ASTX     Otsuka     27%     $886M  9/13  #msg-91706292 
 ALTH     SPPI       27%     $108M  4/12  #msg-74081029 
 GXDX     NVS        27%     $330M  1/11  #msg-59092015 
 SOLY     ABBV       26%     $550M  5/21  #msg-163706786 
 KTWO     SYK        26%     $1.4B  8/18  #msg-143281972 
 LBMH     BCR        26%     $181M 11/15  #msg-118658269 
 CFN      BD         26%    $12.2B 10/14  #msg-106924866 
 CADX     MNK        26%     $1.3B  2/14  #msg-97103062 
 ISPH     MRK        26%     $430M  4/11  #msg-61724403 
 Zentiva  SNY        26%     $2.6B  9/08  #msg-32327005 
 AMTI     CYTH       25%     $11M  12/23  #msg-173513038 
 CEMI     ALBIO.PA   25%     $17.2M 1/23  #msg-171085285 
 KARO.ST  EQT_VIII   25%     $650M 10/18  #msg-144517455 
 BCR      BDX        25%     $24B   4/17  #msg-130730335 
 SLXP     VRX       p25%     $15.9B 3/15  #msg-111768607 
 FRX      ACT        25%     $25B   2/14  #msg-97422529 
 ICOS     LLY        25%     $2.3B 12/06  #msg-15623908 
 PPD      TMO        24%     $20.9B 4/21  #msg-163201848 
 VAR      SHL.DE     24%     $16.4B 8/20  #msg-157315433 
 KYTH     AGN        24%     $2.1B  6/15  #msg-114667193 
 HITK     AKRX       24%     $540M  8/13  #msg-91428592 
 ZOLL     AsahiKasei 24%     $2.2B  3/12  #msg-73194976 
 RCOR     RCKT       23%     $53M   9/22  #msg-169991990 
 LMNX     DIA.MI     23%     $1.8B  4/21  #msg-163126009 
 ISEE     Astellas   22%     $5.9B  5/23  #msg-171807035 
 ALMED.PA MDT        22%     $160M  7/20  #msg-156929697 
 Noven    Hisamitsu  22%     $428M  7/09  #msg-39515681 
 RPTP     HZNP       21%     $800M  9/16  #msg-125097197 
 DNEX     TMO        21%     $2.1B 12/10  #msg-57686719 
 EQRX     RVMD       20%     $1.1B  8/23  #msg-172491486 
 PLB.TO   ENDP       20%     $74M  11/13  #msg-93718507 
 CPTS     Bayer      20%     $1.1B  4/13  #msg-87353545 
 PBTH     OPK        20%     $480M  4/13  #msg-87185863 
 GPRO     HOLX       20%     $3.7B  4/12  #msg-74999864 
 FURX     FRX        19%     $1.1B  4/14  #msg-101191792 
 CLDA     FRX        19%     $1.2B  2/11  #msg-60171753 
 PPCO     ENDP       19%     $168M  8/10  #msg-53137069 
 EVVV     COV        19%     $2.6B  6/10  #msg-50797343 
 RCPT     CELG       18%     $7.2B  7/15  #msg-115406201 
 CTLT     NVO Hldngs 17%     $11.5B 2/24  #msg-173773953 
 RAIN     Pathos AI  17%     c.v.  12/23  #msg-173423820 
 PRDS     MediPac    17%     c.v.   7/23  #msg-172362079 
 MSON     BVS        17%     $518M  7/21  #msg-166521465 
 BEAT     PHG        17%     $2.8B 12/20  #msg-160299656 
 NDRM     Mitsubishi 17%     $1.1B  7/17  #msg-133239153 
 KCI      Apax_Prts  17%     $6.3B  7/11  #msg-65162696 
 ABII     CELG       17%     $2.9B  6/10  #msg-51844360 
 ACL      NVS       x17%    x$49.7B 1/10  #msg-45072999 
 CNCE     Sun Pharma 16%     $580M  1/23  #msg-170981214 
 MZOR     MDT        16%     $1.64B 9/18  #msg-143696059 
 VER.L    LGND       16%     $43M   8/18  #msg-142795933 
 ABAX     ZTS        16%     $2.0B  5/18  #msg-140837816 
 AEGR     QLTI      m16%     $45M   6/16  #msg-123312384 
 KMNS     XIO_Grp    16%     $510M  6/15  #msg-114711266 
 PRXN.L   Upshr-Smth 16%     $350M  6/12  #msg-76556065 
 CGRB     JNJ        16%     $970M  5/09  #msg-38039851 
 DNA      Roche      16%    w$46.8B 3/09  #msg-36224175 
 XENT     MDT        15%     $1.1B  8/21  #msg-165323285 
 SCMP     MNK        15%     $1.2B 12/17  #msg-137177653 
 TSRX     CBST       15%     $707M  7/13  #msg-90492857 
 ARI.TO   Roche      15%     $190M  7/08  #msg-30904056 
 EMIS     NVO        14%     $1.8B 11/20  #msg-159336565 
 ZLTQ     AGN        14%     $2.48B 2/17  #msg-128649430 
 FEIC     TMO        14%     $4.2B  5/16  #msg-122953139 
 SENO     BCR        14%     $213M  5/10  #msg-49838776 
 SBBP     XERS       13%     $267M  5/21  #msg-163992064 
 PGNX     LNTH       13%     $440M  2/20  #msg-153933488 
 AVNR     Otsuka     13%     $3.5B 12/14  #msg-108677894 
 RDUS     Gurnet Pt  12%     $890M  6/22  #msg-169222128 
 SCLN     GL_Capital 11%     $605M  6/17  #msg-132004673 
 WX       prvt_grp   11%     $3.3B  8/15  #msg-116208102 
 ELN      PRGO       11%     $6.7B  7/13  #msg-90418077 
 PRNB     SNY        10%     $3.36B 8/20  #msg-157669162 
 TGX      Juniper     9%     $52M   8/13  #msg-90677660 
 EURX     Axcan       9%     $583M 12/10  #msg-57543845 
 KNTE     XOMA        8%     $120M  2/24  #msg-173861156 
 HPTX     HZNP        8%     $1.1B  3/15  #msg-112225598 
 PMTI     CYNO        8%     $294M  3/13  #msg-85810217 
 TWTI     HOLX        7%     $580M  6/08  #msg-29877950 
 ARTC     SN.L        6%     $1.7B  2/14  #msg-96750072 
 CEGE     BPAX        6%     $38M   6/09  #msg-39163410 
 MEND     JNJ         6%     $480M  7/10  #msg-52176337 
 THRX     Tang Cptl   5%     c.v.  12/23  #msg-173484642   
 GHDX     EXAS        5%     $2.8B  7/19  #msg-150192700 
 ELOS     Apax_Prtns  4%     $397M  4/17  #msg-130128751 
 PRON.OL  BASF        4%     $844M 12/12  #msg-81711876 
 ABCM     DHR         3%     $5.7B  8/23  #msg-172703284 
 DERM     LLY         2%     $1.1B  1/20  #msg-153222680 
 GENT     JAZZ        2%     $1.0B 12/13  #msg-95143526 
 OSIR     SNN         1%     $660M  3/19  #msg-147467838 
 RLM      EPIX       (3%)    $22M   5/19  #msg-148855792 
 CRTX     Chiesi     (3%)   t$106M  9/13  #msg-92046498 
 VXGN     OXGN       (4%)    $33M  10/09  #msg-42578130 
 AVGN     MNOV       (7%)    $38M   8/09  #msg-40769841 
 VRX      BVF        (7%)    $3.9B  6/10  #msg-51505172 
 VELO.CO  Asahi      (9%)    $1.3B 11/19  #msg-153256195  
 GNMX     CERC      (11%)    $16M  12/19  #msg-152639293 
 KERX     AKBA      (13%)    $475M  6/18  #msg-141859230 
 OPTR     CBST      (19%)    $535M  7/13  #msg-90492857 
 ACPH.BR  EGRX      (30%)    $104M  3/22  #msg-168352276 
 DPLO     UNH       (31%)    $300M 12/19  #msg-152689666 
 MRLB     SIEN      (78%)    $20M   6/17  #msg-132114929 
 TLON     SPPI     ‡(85%)   ‡$11M   7/13  #msg-90020541 
 AVRO     TECX        ®        ®    1/24  #msg-173735605 
 FIXX     QTTB        ®        ®   11/13  #msg-173237730 
 GRPH     LENZ        ®        ®   11/23  #msg-173227879 
 SELB     RNAC        ®        ®   11/23  #msg-173210464 
 INVO     NAYA        ®        ®   10/23  #msg-173075987 
 ADXS     Biosight    ®        ®    7/23  #msg-172456806 
 NLTX     NGNE        ®        ®    7/23  #msg-172374206 
 FREQ     KRRO        ®        ®    7/23  #msg-172338919 
 TALS     TRML        ®        ®    6/23  #msg-172187751 
 IMNM     Morphimmune ®        ®    6/23  #msg-172242569 
 NANOV.OL Thor Med    ®        ®    6/23  #msg-172098515 
 MGTA     DNTH        ®        ®    5/23  #msg-171829261 
 DFFN     CRVO        ®        ®    3/23  #msg-171578139 
 ADMP     DMK Pharma  ®        ®    2/23  #msg-171314445 
 VBLT     NTBL        ®        ®    2/23  #msg-171281477 
 ANGN     ELTX        ®        ®    1/23  #msg-170962134 
 VLON     GRI         ®        ®   12/22  #msg-170687186 
 GRAY     CALC        ®        ®   11/22  #msg-170512654 
 ADXS     Ayala       ®g       ®   10/22  #msg-170233693 
 IMRA     ELVN        ®        ®   10/22  #msg-170192000 
 RMED     VTAK        ®        ®    9/22  #msg-170581567 
 SESN     CARM        ®        ®    9/22  #msg-170005327 
 GMTX     IRON        ®        ®    8/22  #msg-169638662 
 SBTX     SPRY        ®        ®    7/22  #msg-169465202 
 YMTX     KA          ®        ®    6/22  #msg-169066703 
 CLBS     LSTA        ®        ®    4/22  #msg-168674675 
 EYES     VANI        ®        ®    2/22  #msg-167798986 
 POLN.SW  SPEX.SW     ®        ®   12/21  #msg-167295474 
 AZRX     FWBI        ®        ®    9/21  #msg-165885811 
 EARS     CYTO        ®        ®    6/21  #msg-164184643 
 ARPO     AADI        ®        ®    5/21  #msg-163841604 
 MLND     TPST        ®        ®    3/21  #msg-162851398 
 APOP     Quoin_Phrm  ®        ®    3/21  #msg-162798374 
 NTEC     INDP        ®        ®    3/21  #msg-162565942 
 OBLN     RSLS        ®        ®    1/21  #msg-161068114 
 NK       IBRX        ®        ®   12/20  #msg-160358069 
 SNCA     PALI        ®        ®   12/20  #msg-160265342 
 ANCN     CMMB        ®        ®   12/20  #msg-160187408 
 SNSS     VIRX        ®        ®   11/20  #msg-159786611 
 AKER     MYMD        ®        ®   11/20  #msg-159445834 
 CBLI     STAB        ®        ®   10/20  #msg-158993566 
 PTI      YMTX        ®        ®    8/20  #msg-157833849 
 CGIX     VYNT        ®        ®    8/20  #msg-157834952 
 ARYBU    CERE        ®        ®    7/20  #msg-157265361 
 SBPH     FSTX        ®        ®    7/20  #msg-157245800 
 UMRX     Kiq_LLC     ®        ®    7/20  #msg-156717827 
 REXN     OCUP        ®        ®    6/20  #msg-156362145 
 ADRO     KDNY        ®        ®    6/20  #msg-155991705 
 NTRP     PTPI        ®        ®    5/20  #msg-155701445 
 TORC     ACET        ®        ®    4/20  #msg-155341382 
 ARYA     IMTX        ®        ®    3/20  #msg-155937184 
 TOCA     FBRX        ®        ®    2/20  #msg-153935298 
 BPMX     TMBR        ®        ®    1/20  #msg-153535078 
 CNAT     HSTO        ®        ®    1/20  #msg-153532517 
 RTTR     QLGN        ®        ®    1/20  #msg-153405835 
 ZFGN     LRMR        ®        ®   12/19  #msg-152862497 
 NLNK     LUMP        ®        ®    9/19  #msg-151442042 
 PRTO     TARA        ®        ®    9/19  #msg-151308631 
 OPGN     CURE.AS     ®        ®    9/19  #msg-150924660 
 AQXP     NLTX        ®        ®    8/19  #msg-150347293 
 GEMP     NRBO        ®        ®    7/19  #msg-150120289 
 MYND     EMMA        ®        ®    7/19  #msg-150069355 
 CHAC     PHGE        ®        ®    7/19  #msg-150003368 
 VICL     BBI         ®        ®    6/19  #msg-149171531 
 ALQA     ADYX        ®        ®    4/19  #msg-148356921 
 MATN     OTLC        ®        ®    4/19  #msg-148312861 
 HSGX     OCGN        ®        ®    4/19  #msg-148102776 
 VTL      IMUX        ®        ®    4/19  #msg-148027472 
 SBOT     EDSA        ®        ®    3/19  #msg-147384278 
 GTXI     ONCT        ®        ®    3/19  #msg-147349916 
 FLKS     SLRX        ®        ®    1/19  #msg-145871960 
 APHB     ARMP        ®        ®    1/19  #msg-145870884 
 OHRP     NBSE        ®        ®    1/19  #msg-145848413 
 OMED     MREO        ®        ®   12/18  #msg-145273044 
 ASNS     XFOR        ®        ®   11/18  #msg-145105702 
 EDGE     PDSB        ®        ®   11/18  #msg-145087200 
 ORPN     ENLV        ®        ®   11/18  #msg-144993741 
 OVAS     MLND        ®        ®    8/18  #msg-142796422 
 APRI     SEEL        ®        ®    7/18  #msg-142554689 
 TPIV     MRKR        ®        ®    6/18  #msg-141234250 
 VSAR     ARAV        ®        ®    6/18  #msg-141288246 
 PSDV     EYPT        ®        ®    4/18  #msg-139636450 
 DDRT     ENOB        ®        ®    2/18  #msg-155616042 
 SVON     ELOX        ®        ®   12/17  #msg-137129259 
 AVIR     VXRT        ®        ®   10/17  #msg-135798068 
 NEOT     EVFM        ®        ®   10/17  #msg-135475699 
 IPXL     AMRX        ®        ®   10/17  #msg-135476435 
 HUWX     PCSA        ®        ®   10/17  #msg-135169711 
 ADHD     ARCT        ®        ®    9/17  #msg-134959115 
 ITEK     RCKT        ®        ®    9/17  #msg-134563146 
 OXIS     GTBP        ®        ®    8/17  #msg-133992461 
 CEMP     MLNT        ®        ®    8/17  #msg-133699889 
 GALE     SLS         ®        ®    8/17  #msg-133668985 
 AEPP     ONCX        ®        ®    8/17  #msg-133655781 
 MDSI     INNT        ®        ®    7/17  #msg-138124228 
 OPXA     ACER        ®        ®    7/17  #msg-132682989 
 MIRN     SYBX        ®        ®    5/17  #msg-131394212 
 NVLS     ALPN        ®        ®    4/17  #msg-130583796 
 CERU     DARE        ®        ®    3/17  #msg-129681349 
 THLD     MTEM        ®        ®    3/17  #msg-129612892 
 JAGX     Napo_Pharma ®        ®    2/17  #msg-133472369 
 PIP      ALT         ®        ®    1/17  #msg-127979048 
 MSTX     SVRA        ®        ®    1/17  #msg-127699319 
 OGXI     ACHV        ®        ®    1/17  #msg-127671152 
 GTCL.PA  GKTX.PA     ®        ®   12/16  #msg-127378262 
 DPRX     PLXP        ®        ®   12/16  #msg-127377082 
 TKAI     OTIC        ®        ®   12/16  #msg-127360808 
 COOL     PTE         ®        ®   12/16  #msg-127170327 
 MRNA     IthenaPhrma ®        ®   11/16  #msg-126593922 
 SGNL     MGEN        ®        ®   11/16  #msg-126214730 
 TBIO     PRPO        ®        ®   10/16  #msg-125767889 
 EBIO     Viventia    ®        ®    9/16  #msg-125325110 
 LPTN     APEN        ®        ®    9/16  #msg-125044826 
 MCUR     LPTX        ®        ®    8/16  #msg-124830007 
 STEM     MBOT        ®        ®    8/16  #msg-124542946 
 CBYL     KALV        ®        ®    6/16  #msg-123315137 
 AAVL     Annapurna   ®        ®    5/16  #msg-122582472 
 BIOD     ALBO        ®        ®    5/16  #msg-122880969 
 SNTA     MDGL        ®        ®    4/16  #msg-121919321 
 APPY     Strand_LS   ®        ®    1/16  #msg-120095130 
 RESX     DFFN        ®        ®    1/16  #msg-119714298 
 CLDN     EIGR        ®        ®   11/15  #msg-118623913 
 VBI      SVACF       ®        ®   10/15  #msg-120043416 
 CLTX     Volution    ®        ®    7/15  #msg-115354702 
 RTGN     PULM        ®        ®    6/15  #msg-114559267 
 TBUFF    POZN        ®        ®    6/15  #msg-114404029 
 DARA     MTPH.L      ®        ®    6/15  #msg-114299115 
 TRGT     CBIO        ®        ®    3/15  #msg-111461780 
 RGDO     TBRA        ®        ®    1/15  #msg-109912303 
 TKMR     ABUS        ®        ®    1/15  #msg-109820030 
 TSPT     PRTK        ®        ®    7/14  #msg-103895855 
 VTUS     ASMB        ®        ®    5/14  PR link 
 TELK     MBVX        ®        ®    5/14  #msg-101987443 
 ZLCS     EPRS        ®        ®    4/14  #msg-100707725 
 NABI     Biota       ®        ®   11/12  #msg-81312718 
 TRMS     GEVA        ®        ®    6/11  #msg-64249161 
 VSGN     IPC         ®        ®    8/09  #msg-40603745 
 PGLA     Avexa       ®        ®   12/08  #msg-34341452 
 NUVO     ABIO        ®        ®    9/08  #msg-32420015 
 NOVC     TSPT        ®        ®    9/08  #msg-31869987 
 SNUS     OGXI        ®        ®    5/08  #msg-29604972 
  
 ‡ Relative to “unaffected” share price in cases where 
 a buyout offer or auction was made public; excludes 
 CVRs unless otherwise specified. 
  
 * Adjusted for cash/debt on acquired company’s balance 
 sheet; excludes CVRs unless otherwise specified. 
  
 ® Reverse merger; premium not calculable.  
  
 c.v. No premium to cash value of acquired company. 
  
 f Premium relative to “unaffected” closing price on 12/1/23 
  
 g Merged co named Ayala but trades under ADXS symbol. 
  
 h For 43% of company not already owned. 
  
 j Relative to “unaffected” closing price on 1/16/18. 
  
 k Premium relative to 3/30/16 close. 
  
 m Merged company to be named Novelion. 
  
 n Premium relative to 2/24/15 (before leak of buyout bidding war). 
  
 p Premium relative to 8/18/14 (before speculation re AGN takeover). 
  
 q Premium relative to 4/10/14 (before Pershing Sq accumulation). After the merger, Actavis (ACT) renamed itself Allergan (AGN). 
  
 s Premium excludes contingent fees and is calculated from 
 12/13/13 close, the day before ENDP offer. 
  
 t For 42% of company not already owned. 
  
 u Includes $1.7B assumption of debt; premium relative to 
 3/27/12 close, when Bloomberg reported BMY bid. AZN pays 
 BMY $3.4B to put AMLN’s portfolio into 50/50 JV. 
  
 v Excluding CVR of $4-14/sh; premium relative to 7/22/10 close. 
  
 w For 44% of DNA not already owned. 
  
 x Price includes entire deal in three stages; 17% premium is the 
 blended avg price of NVS’ purchases ($164) relative to ACL’s market 
 price 4/4/08 immediately prior to announcement of first stage of deal. 
  
 y Includes $0.45/sh of contingent payments. 
  
 z Liquidated by Deerfield following failed merger with Archemix.

[jfmcrr]

There are many types of dementia, not just Alzheimers.

My wife passed away from something (aspiration pneumonia) brought on by something in Dec. She was initially diagnosed w/ essential tremor around the turn of the decade (2010's) and later 2014-2015 w/ Parkinsons. In 2023 when I finally got her in front of a Parkinsons specialist, I was told the onset sounded like Lewy Body dementia as her mental deterioration was seen prior to the physical and the physical started out as bilateral.

Neither she nor Robin Williams went to the Strip Mall Medical Center, but often the treatment defines the diagnosis. My wife (and prolly RW) responded to Parkinsons meds, so that was what she and he had....

[north40000]

See my post #251170. I continue to watch for the results from the use of Amarin’s Vascepa to diagnose the presence and quantity of biomarkers associated with PTSD, dementia and Alzheimer’s Disease in initially cognitively healthy veterans, ages 50-70. Study was completed last year. Results await publication in a peer reviewed journal some time “soon.” Whether those results manage to lift Amarin’s share price to a level substantially higher than present level remains to be seen. Some of the biomarkers are the same as are being used to measure activity of other meds. One is different: the quantity of IPE(icosapent ethyl or EPA) in blood serum, measured with, or against, time of treatment. Researchers will be looking at the what happens to the level of the other biomarkers, e.g., lpa -1, as time of treatment progresses to completion and whether the patient remains cognitively healthy having that level of IPE in blood during treatment time.

[dexprs]

I researched hard and long to build a group of doctors I trust and are the top of the line. When they say do something or take these pills I take them, of course I will still research for side effects, lol.

[north40000]

See pages A1, A10 of today’s WSJ. Sad story about a formerly successful S. Cal. lawyer afflicted some years ago with periodic episodes of brain hallucinations(bi-polar in that sense) that have left him homeless, off whatever meds he had been taking, and refusing treatment at last report.

[jbog]

AbbVie to acquire Landos Biopharma for $20.42 per share in cash plus CVR

Read more at:
https://thefly.com/n.php?id=3887092

[jbog]

Amarin to present research on benefits of VASCEPA/VAZKEPA

08:23

AMRN Amarin Corporation announced that additional patient subgroup analyses from the landmark REDUCE-IT outcomes trial and mechanistic data on icosapent ethyl/eicosapentaenoic acid will be presented at the American College of Cardiology's Annual Scientific Session & Expo, April 6 - 8, 2024 in Atlanta, GA. "The data being featured at ACC.24 continues to support and explain the clinical utility and value of VASCEPA/VAZKEPA, not only in the overall REDUCE IT patient population, but in the different sub-populations analyzed so far," said Nabil Abadir, MB. CH.B., SVP, Chief Medical Officer, and Head of Global Medical Affairs at Amarin "The data highlight VASCEPA/VAZKEPA's effect on reducing MACE in patients with different baseline levels of Lipoprotein(a)including among those with clinically relevant Lp(a) elevation as well as among patients with high and low LDL-C baseline levels. These data demonstrate the molecule's impact in reducing patients' residual cardiovascular event risk across these patient sub-groups regardless of their baseline Lp(a) or LDL-C levels. Additionally, the meeting provides an opportunity to highlight further evidence regarding the potential mechanistic activity of EPA in reducing cardiovascular events in at-risk patients."

Read more at:
https://thefly.com/n.php?id=3887058

[dexprs]

Anavex Life Sciences to Present at the 23rd Annual Needham Virtual Healthcare Conference
GLOBENEWSWIRE 7:30 AM ET 3/25/2024
Symbol Last Price Change
AVXL 4.66up 0 (0%)
QUOTES AS OF 04:00:00 PM ET 03/22/2024
NEW YORK, March 25, 2024 (GLOBE NEWSWIRE) -- Anavex Life Sciences Corp.(AVXL) (“Anavex” or the “Company”) , a clinical-stage biopharmaceutical company developing differentiated therapeutics for the treatment of neurodegenerative and neurodevelopmental disorders including Alzheimer’s disease, Parkinson’s disease, Rett syndrome, schizophrenia and other central nervous system (CNS) diseases, today announced that it will present at the 23rd Annual Needham Virtual Healthcare Conference, April 8 – 11, 2024. Christopher U Missling, PhD, President & Chief Executive Officer will present the Company scheduled at 8:45 AM (ET) on Monday, April 8th, 2024.


A live audio webcast will be accessible through the Investors section of the Company’s website at www.anavex.com. An archived edition of the session will be available later that day.

About Anavex Life Sciences Corp.(AVXL)

Anavex Life Sciences Corp. (AVXL) is a publicly traded biopharmaceutical company dedicated to the development of novel therapeutics for the treatment of neurodegenerative and neurodevelopmental disorders, including Alzheimer's disease, Parkinson's disease, Rett syndrome, schizophrenia and other central nervous system (CNS) diseases, pain, and various types of cancer. Anavex's lead drug candidate, ANAVEX®2-73 (blarcamesine), has successfully completed a Phase 2a and a Phase 2b/3 clinical trial for Alzheimer's disease, a Phase 2 proof-of-concept study in Parkinson's disease dementia, and both a Phase 2 and a Phase 3 study in adult patients and one Phase 2/3 in pediatric patients with Rett syndrome. ANAVEX®2-73 is an orally available drug candidate that restores cellular homeostasis by targeting SIGMAR1 and muscarinic receptors. Preclinical studies demonstrated its potential to halt and/or reverse the course of Alzheimer's disease. ANAVEX®2-73 also exhibited anticonvulsant, anti-amnesic, neuroprotective, and anti-depressant properties in animal models, indicating its potential to treat additional CNS disorders, including epilepsy. The Michael J. Fox Foundation for Parkinson's Research previously awarded Anavex a research grant, which fully funded a preclinical study to develop ANAVEX®2-73 for the treatment of Parkinson's disease. ANAVEX®3-71, which targets SIGMAR1 and M1 muscarinic receptors, is a promising clinical stage drug candidate demonstrating disease-modifying activity against the major hallmarks of Alzheimer's disease in transgenic (3xTg-AD) mice, including cognitive deficits, amyloid, and tau pathologies. In preclinical trials, ANAVEX®3-71 has shown beneficial effects on mitochondrial dysfunction and neuroinflammation. Further information is available at www.anavex.com. You can also connect with the Company on Twitter, Facebook, Instagram, and LinkedIn.

Forward-Looking Statements

Statements in this press release that are not strictly historical in nature are forward-looking statements. These statements are only predictions based on current information and expectations and involve a number of risks and uncertainties. Actual events or results may differ materially from those projected in any of such statements due to various factors, including the risks set forth in the Company’s most recent Annual Report on Form 10-K filed with the SEC. Readers are cautioned not to place undue reliance on these forward-looking statements, which speak only as of the date hereof. All forward-looking statements are qualified in their entirety by this cautionary statement and Anavex Life Sciences Corp.(AVXL) undertakes no obligation to revise or update this press release to reflect events or circumstances after the date hereof.

For Further Information:
Anavex Life Sciences Corp. (AVXL)
Research & Business Development
Toll-free: 1-844-689-3939
Email: [e-mail]

Investors:
Andrew J. Barwicki
Investor Relations
Tel: [phone]
Email: [e-mail]


Image: https://www.globenewswire.com/newsroom/ti?nf=OTA3ODMwOCM2MTY5NTc4IzIwMTk1Mzk=
Image: https://ml.globenewswire.com/media/ZjQ3ZDUyNDctMjhmNi00M2MwLWJmNTItM2I1OThiZTM1MDAxLTEwMzExNzY=/tiny/Anavex-Life-Sciences-Corp-.png
Image: Primary Logo

Source: Anavex Life Sciences Corp.(AVXL)

[Mufaso]

Novo Nordisk to buy Cardior Pharmaceuticals for up to $1.1 billion

https://www.reuters.com/markets/deals/novo-nordisk-buy-cardior-pharmaceuticals-up-11-bln-2024-03-25/

COPENHAGEN, March 25 (Reuters) - Denmark's Novo Nordisk (NOVOb.CO), opens new tab on Monday said it has agreed to buy Cardior Pharmaceuticals for up to 1.03 billion euros ($1.11 billion) to strengthen its cardiovascular pipeline.

The acquisition is in line with the Danish drugmaker's aim to expand its focus on diabetes and weight-loss therapies to include cardiovascular disease treatments.
"By welcoming Cardior as a part of Novo Nordisk, we will strengthen our pipeline of projects in cardiovascular disease where we already have ongoing programmes across all phases of clinical development," Novo said in a statement.

The deal includes Cardior's lead compound CDR132L, currently in phase 2 clinical development for the treatment of heart failure, Novo said.

[IanFromSI]

https://www.ctvnews.ca/video/c2890617-w5--total-recall?playlistId=1.6817119

Yesterday, CTV broadcast of W5 included a piece on people with total recall.

Near the end, work with EEG was done and pointed to approaches for dealing with dementia. I’d be very surprised if we see any results in my lifetime, but if it does work, it could be a major breakthrough for a whole family of diseases.

If the above link does not work, just Google “CTV W5 total recall”.

[Biowatch]

New Supplement Reverses Aging in Dogs, Study Shows

https://www.msn.com/en-us/health/other/new-supplement-reverses-aging-in-dogs-study-shows/ar-BB1j8dP7

Dr. Ginny Rentko, the chief veterinary medical officer at Animal Biosciences, Inc. who worked on the study with Sinclair, explained the science behind the supplement in an email to Newsweek: "It works at the cellular level to restore your dog's health by enhancing NAD+ production and clearing out damaged cells. Senescent cells consume increased amounts of NAD+, depleting cellular reserves.

"LeapYears supports the natural clearance of cells that no longer function properly, leaving room for healthier ones to utilize NAD+ more efficiently. It is the only dog supplement that targets and removes aged, damaged cells to help dogs age better."

Dr. David A. Sinclair, Professor of Genetics at Harvard Medical School and co-founder of Animal Biosciences said in the press release, "I am very proud of the teams at NCSU and Animal Biosciences, who, after years of collaborative research and a clinical trial, have developed the first supplement proven to reverse aging in dogs."

The supplement "preserves healthy brain function, keeping an older dog mentally sharp, alert and more engaged. Dogs have shown increased focus and engagement in family activities," Rentko told Newsweek.

[dewophile]

There is data that shingrix (and before that zostavax) is associated with lower rates of dementia. GSK talks about this and that they may soon start a more rigorous study to flesh this out pending discussion with regulators. I haven’t seen the data and for all I know this is more correlation than causation but I probably will get vaccinated sooner than later in part because of this possible ancillary benefit (I’m only mid 50s so would have probably waited a decade for shingles vaccine otherwise)

[vinmantoo]

You don’t seem to understand that there can be a subset of cases dependent on external damage but not explain the mechanism leading to Alzheimer’s for most. Viruses can cause cancer in a subset of cancers, like HPV. Based on that, only an idiot would extrapolate to say all cancers are caused by viruses. Could viruses play a role in Alzhiemers in some cases? Sure. But it isn't the sole cause and you haven't identified the Rosetta stone towards understanding Alzheimers or slowing disease progression.

None so blind as those who have little scientific knowledge thinking they have the answer that large numbers of scientists and companies can’t see.

[IanFromSI]

Close to two decades ago, PubMed published the paper, showing that herpes directly lead to increased rates of Alzheimer’s. For those people who had aggressive antiviral treatment for it, less than 10% of the expected number of alzheimer’s cases were observed.

Since then, there have been numerous papers on Pubmed adding to, and confirming that research

There are none so blind as those who refuse to see.

[vinmantoo]

How does this differ from what I said?

You comment about viruses and Alzheimers is the epitome of someone grasping at correlation without any scientific data or mechanistic data to support it.

Sure sounds like your buddy is saying that amyloid beta is the brain’s immune system attacking the virus that’s invaded a neuron

Wow, you really are grasping at straws to keep your viral theory intact. My colleague's view has NOTHING to do with viruses. It is more related to aging. Cells are experiencing damage all the time. They have chaperone proteins which recognize misfolded proteins or damaged proteins and unfold them so they can refold properly or be targeted for proteolytic degradation. As cells and organisms age, damage accumulates and can overwhelm the ability to refold or degrade proteins so intracellular aggregates form. These are the aggregates I am talking about, which cells can excrete to reducing intracellular stresses. The plaques are one such aggregate. Evidence for such models comes from work involving in studies into aging and mechanisms that resetting the aging to either increase lifespan or keep cells and organisms healthy and more robust for longer. Neuronal tissues have a lot of microtubules and hence a lot of microtubule regulatory proteins like tau.

You are free to keep spouting your viral idea but keep in mind it is the epitome of someone using correlation to conclude causation.

[IanFromSI]

==================================
the amyloid plaques are in essence a defense mechanism where intracellular protein aggregates have been excreted.
==================================

How does this differ from what I said?

Sure sounds like your buddy is saying that amyloid beta is the brain’s immune system attacking the virus that’s invaded a neuron

[vinmantoo]

Far too many biotechs and even some of the most prominent members from big Pharma have accepted correlation as absolute utter proof of causation. If you combine this with ignoring close to two decades of peer reviewed publications on PubMed which prove there’s a correlation between untreated viruses (especially herpes) and Alzheimer’s disease this sounds a lot to me like the definition of stupidity that your profile offered.

You should take your own advice about correlation vs causation as you are guilty of making a leap of faith there with your virus comment. I have a colleague who works on aging and his view, along with others, is that the amyloid plaques are in essence a defense mechanism where intracellular protein aggregates have been excreted.

[IanFromSI]

Many thanks for sharing the article.

Far too many authors share opinions that have no facts of any nature whatsoever to back them up.

… Your definition of stupidity as shown in your profile.

A fact is information minus emotion. An opinion is information
plus experience. Ignorance is an opinion lacking information.

===========================
And, stupidity is an opinion
that ignores a fact.
===========================

Far too many biotechs and even some of the most prominent members from big Pharma have accepted correlation as absolute utter proof of causation. If you combine this with ignoring close to two decades of peer reviewed publications on PubMed which prove there’s a correlation between untreated viruses (especially herpes) and Alzheimer’s disease this sounds a lot to me like the definition of stupidity that your profile offered.

Many thanks and best wishes.
Ian

[dexprs]

Age is only a number. As long as one exercises regularly and eats the right foods it helps. Of course our genes have a lot to do with the aging process. By the way I am only 4 years behind you.

[dexprs]

I like that INMB is also working on cancer, when I was at M.D. Anderson I had a chance to talk to some of their research people and they were working on a pill for cancer.
It may take a long time to find a cure for dementia and I am sure AI will speed up this process.
Thank you for the two suggestions.
So far I have made small investments in: ABOS, ANVS, AVXL and CGTX.
I have a lot of research ahead of me.

[jbsliverer]

Alzheimer’s ‘breakthrough’ stalls: why a much-hyped drug is facing approval delays
The benefits of drugs such as donanemab, aducanumab and lecanemab are proving harder to quantify than potential harms, experts say
https://www.theguardian.com/society/2024/mar/24/alzheimers-breakthrough-drugs-medicine-donanemab-aducanumab-lecanemab

Melissa Davey Medical editor
Sat 23 Mar 2024 15.00 EDT

It was heralded in news articles as a “breakthrough”, a “turning point” and a “gamechanger” for Alzheimer’s disease. Some experts went so far as to call the drug, donanemab, the “beginning of the end” for the debilitating condition.

Pharmaceutical company Eli Lilly in May 2023 released data from a clinical trial they said showed donanemab slowed cognitive and functional decline in people with early symptomatic Alzheimer’s disease by 35% over 18 months.

The findings saw the head of Alzheimer’s Research UK and other experts call on drugs regulators to rapidly approve the treatment for use in patients.

But despite reports the US drugs regulator was set to approve donanemab “any day”, the Food and Drug Administration (FDA) instead announced on 8 March that it had delayed its decision.

The FDA said it wants an independent panel to further scrutinise data on the safety and efficacy of donanemab, with a decision now expected later in 2024. UK, European and Australian regulators are also still assessing the drug.

In a statement, the executive vice-president of Eli Lilly, Anne White, said: “We are confident in donanemab’s potential to offer very meaningful benefits to people with early symptomatic Alzheimer’s disease”.

“It was unexpected to learn the FDA will convene an advisory committee at this stage in the review process, but we look forward to the opportunity to further present the [trial] results and put donanemab’s strong efficacy in the context of safety,” she said. “We will work with the FDA and the stakeholders in the community to make that presentation and answer all questions.”

Dr Timothy Daly, a dementia researcher with Sorbonne University in Paris, says this delay comes as no surprise to him.

He says the benefits of donanemab, and similar, much-hyped drugs, including aducanumab and lecanemab, have proved harder to quantify than their potential harms.

“Under this narrative of drug success, there are some really strong side-effects,” Daly told Guardian Australia.

These are a type of drug known as novel monoclonal antibodies, and they target amyloid proteins in the brain. Many researchers believe the buildup of these proteins contributes to Alzheimer’s disease.

The drugs have been shown to reduce amyloid levels in the brain. But around three-in-10 people taking lecanemab or donanemab in clinical trials developed a condition known as amyloid-related imaging abnormalities, abbreviated to ARIA, a condition which can cause brain swelling or haemorrhaging.

“Mostly these seem to be minor, not come with any symptoms, and follow-up scans show they appear to have resolved,” Dr Sebastian Walsh, a public health doctor researching dementia risk reduction with the University of Cambridge in the UK, says.

“In a small percentage of participants it does seem to be much more serious, and there have been some deaths – particularly for those on blood-thinning-type medications.”

Some trial participants also experienced brain shrinkage – and the long-term effects of that are unknown.

‘It’s pure speculation’
In the donanemab trial, patients receiving the drug declined on average by 10 points on a 144-point scale that combined cognitive and functional scores. The placebo group who were not receiving the drug declined by 13 points.

This data was used by researchers to state that the drug slowed cognitive and functional decline by “more than one-third”, and offered people “extra months” or “up to one year of life” without further disease progression.

Walsh says efforts to translate clinical data into terms more meaningful for people to understand means the effects of the drug have been overblown in media reports.

“Whilst it is understandable that people want to think of other ways to present these numbers, it still needs to be scientifically valid,” he says.

“Those who have reported it being ‘an extra six months at higher function’ are on shaky ground scientifically I think. The trials didn’t measure recognition of a loved one, ability to drive, any of these things – extrapolating in this way is not really justified by the evidence we have. It’s pure speculation.”

A professor of neurology at Radboud University Medical Centre in the Netherlands, Edo Richard, told news channel Al Jazeera the drugs “clearly remove” amyloid proteins from the brain “very successfully”.

But a reduction in amyloid proteins does not necessarily lead to a slowing of cognitive decline, he said.

Research into the disease dating back more than 25 years has found that amyloid proteins are present in the brains of people with dementia. But they are also found in people who don’t have dementia, and who never go on to develop it, Richard told Al Jazeera.

While many drugs trialled in the past have reduced amyloid levels, donanemab, aducanumab and lecanemab appear to be the first to have also led to a change in cognitive decline. But Richard claimed that change was “statistically significant, but clinically irrelevant”.

When the FDA approved aducanumab in 2021, three FDA advisory committee members who advised against its approval because of what they believed was a lack of efficacy data resigned. One of the people who resigned described it as “probably the worst drug approval decision in recent US history”.

When it came to implementation, the US health insurance program Medicare said it would not cover it, and clinicians have also been cautious, with little use of the drug.

The Australian regulator, the Therapeutic Goods Administration, in June found “there is no evidence of clinically meaningful efficacy” of aducanumab.

A ‘collective desperation’
As well as minimal meaningful clinical benefits from donanemab, patients also need to receive the drugs via an intravenous infusion at a medical clinic or hospital once every two to four weeks at a cost of about US$26,500, or A$40,500, a year plus undergo regular testing. It is a lot to ask of vulnerable people and their families.

Those who participate in clinical trials are also a highly selective group. In the donanemab trial, 1,320 participants with amyloid and early disease symptoms completed it. For every 10 people screened for eligibility for the trials, about eight were found to be ineligible.

In a commentary written for the Conversation, Walsh said if, when prescribed in the real world, “the drug eligibility is restricted to match the trial eligibility, then very few people will be eligible. If eligibility is broader, then already small effects are likely to be even smaller and side-effects more pronounced”.

The director of internal medicine and clinical epidemiology at the Princess Alexandra hospital in Queensland, Australia, Prof Ian Scott, published a paper in the February edition of the journal Age and Ageing with similar concerns. He wrote trials of amyloid-targeting monoclonal antibodies to date “do not provide high-quality evidence of clinically meaningful impacts at an affordable cost”.

Daly believes that significant focus on the potential of drugs that target amyloid buildup despite a lack of efficacy has been reductive, as it has seen less attention being paid to alternative hypotheses of what is causing the disease, and ways to tackle it.

A 2020 report from the Lancet commission on dementia estimated 40% of cases of age-related dementia are associated with 12 potentially modifiable risk factors across the lifetime, including air pollution, obesity, depression, and less education.

Daly says while such findings make it tempting to list lifestyle changes people can make to reduce dementia risk, this is also too simplistic, as it puts the onus on individuals rather than governments.

“Working conditions, forms of oppression and things that can’t as easily be seen as a dementia risk are just as important in preventing disease,” Daly says.

“There is an iceberg here – don’t just look at the surface at drugs and lifestyle. There are living conditions and social structures that represent deeper contributions to risk in the population, and interventions targeting these are needed by governments to make our society fairer and more dementia-resilient.”

Walsh says there is understandably “a collective desperation” among scientists and patients for better treatments and preventive options for Alzheimer’s disease, which is the most common cause of dementia in western societies and which has no cure.

“But this cannot cloud objectiveness when we look at the evidence,” he says.


.

[Biowatch]

There are many types of dementia, not just Alzheimers.

Multi-infarct dementia, dementia due to multiple concussions (football injuries, war veterans, punch drunk boxers,) mad cow disease, early onset AD, etc., etc.

I’m not sure how accurately they can diagnose what type of dementia a patient has, which results in some uncertainty as to whether they can pinpoint the population that they are trying to treat or enroll in clinical trials.

It used to be that Alzheimers was diagnosed via autopsy, but presumably they have developed more sophisticated test methods since then. I have not kept track.

[Whalatane]

Hi North. The BRAVE trial with Vascepa is listed as being completed almost 6 mths ago .
Have they posted results ?
Can U provide an update on what's happening with that data
thx
Kiwi

[bladerunner1717]

dexprs,

Did your research on Alzheimer's include either INMB or COYA?

Bladerunner

[Whalatane]

North. congrats on nearing 87 . As a T1 diabetic you are a trail blazer ...showing the marvels of modern medicine and a dose of good luck .
Be well
Kiwi

[zipjet]

87!

Congratulations! Quite the accomplishment.

You have 14 years on me. But so far, I am fine having out lived many of my contemporaries and attended funerals of youngsters I taught.

Still practicing law for a few clients mostly tax and General Counsel for a small rapidly growing company.

Jim

[Zardiw]

You might wanna rethink that.......he he........

Z

[bladerunner1717]

dexprs,

Let us know what your research turns up on Alzheimer's I'm interested in IMNB.

Bladerunner

[IanFromSI]

Congratulations on reaching 87. May you have many more happy returns, and a very good quality of life as you continue to age.

Thanks for the Vascepta insight. I was unaware of it.

Best
Ian

[north40000]

At near 87, I count myself as among the oldest of the old. But I seem to have retained most of my original mental acuity after retiring from 30 years of law practice and 25 years of government service in 1961-1986. One of CVDs or AD or being hit by a car will herald my demise, notwithstanding the Vascepa I have been taking under prescription since April 2013. You will find the BRAVE clinical trial for use of Vascepa as a diagnostic to detect early signs(biomarkers) of dementia and Alzheimer’s to be interesting.

[randychub]

I would think they are different markets. People way over weight don’t go for cool-sculpting. I think that is more for the lose the last 10 stubborn pound’s.

[DewDiligence]

There should be less demand for ABBV’s CoolSculpting, but it wasn’t selling much anyway.

[DewDiligence]

IVVD—(+41%)—receives EUA for COVID pre-exposure prophylaxis:

https://www.globenewswire.com/news-release/2024/03/22/2851117/0/en/Invivyd-Announces-FDA-Authorization-for-Emergency-Use-of-PEMGARDA-Formerly-VYD222-for-Pre-exposure-Prophylaxis-PrEP-of-COVID-19.html

https://www.globenewswire.com/news-release/2024/03/22/2851123/0/en/Invivyd-Announces-Interim-Exploratory-Data-on-VYD222-from-Ongoing-CANOPY-Clinical-Trial.html

[IanFromSI]

Perhaps the poster could take the advisory committee’s ( that rejected Aduhelm ). opinion.


… or that of the three AC members that resigned in disgust after the FDA approved Aduhelm anyway.

… or biogens opinion after they withdrew the drug because doctors would’nt use it, nor would anybody pay for it.

It is very easy to imagine a virus invading a neuron, and being successfully attacked by amyloid beta or tau.

After 60 years, the brain’s immune system loses the battle, and the symptoms of Alzheimer’s are seen. Over the millions of years of evolution, 60 years would’ve exceeded the lifespan of most people. The immune system would’ve done the job quite effectively. It’s only been about 6 or 7 decades many people have lived beyond 60 to 70 years old.

This sounds very much like most of the medical community recommending margarine (hydrogenated, of course) instead of butter. Do you still believe in hydrogenated margarine?

FWIW

[DewDiligence]

Yes, viral infections could play a role in AD, but you contend that they play the lead or only role, and there is scant evidence for such a claim.

[IanFromSI]

https://www.nih.gov/news-events/nih-research-matters/links-found-between-viruses-neurodegenerative-diseases#:~:text=Researchers%20found%20associations%20between%20certain,with%20influenza%20and%20other%20viruses.

Links found between viruses and neurodegenerative diseases
You are here

February 14, 2023

At a Glance

Researchers found associations between certain viral illnesses and the risk of Alzheimer’s and other neurodegenerative diseases.
The results suggest that some neurodegenerative disease might be avoided by preventing infection with influenza and other viruses.
Neurodegenerative diseases can damage different parts of the nervous system, including the brain. This may lead to problems with thinking, memory, and/or movement. Examples include Alzheimer’s disease (AD),

[DewDiligence]

Just to be clear—Galderma does not have the contractual rights to sell Dysport for therapeutic indications. Ipsen does.

[DewDiligence]

CARM addendum—Even though the SEC allows extra time for reporting end-of-fiscal-year financials, I consider it shareholder-unfriendly to release financials that are essentially a full quarter out of date.

Barring some accounting issue that requires restatement of prior results, even small companies should be able to close the books and get them audited in a timely manner.

[dexprs]

Thank you, Dew.

[DewDiligence]

Caution—Don’t take Ian’s view on Alzheimer’s disease too literally. Amyloid and tau remain key AD biomarkers recognized by the FDA and the drug/biotech industry.

[DewDiligence]

ABBV/IMGN’s Elahere ADC gets full FDA approval for FRa-positive platinum-resistant ovarian cancer:

https://www.fda.gov/drugs/resources-information-approved-drugs/fda-approves-mirvetuximab-soravtansine-gynx-fra-positive-platinum-resistant-epithelial-ovarian

[IanFromSI]

Pubmed is that portion of the NIH website that contains peer reviewed papers. Unlike other Internet websites, anything you read on PubMed can almost always be fully trusted as accurate.

Biotech values on silicon investor used to be an outstanding site for biotech, related items. Unfortunately, most of the original contributors have left the site but can be found on Twitter (X).

[dexprs]

Thank you very much for your detailed answer. I will look further into the stocks I have to make sure they are not going after eliminating the Amyloid beta or Tau proteins.
Then I will look for those that are perusing research into Pubmed herpes and AD.

[biotech jim]

The use of Glp1+ drugs for weight loss should dramatically increase the use of surgical skin removal and tightening approaches. My dermatologist friend says the referrals for these types of procedures have grown dramatically over the past few yrs, and the associated surgeons I have been told are quite busy.

Not sure I see an investment angle here, however.

[IanFromSI]

Replace “moungero”with “Mounjaro”.