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Immutep Ltd. (PBMD) RSS Feed

Followers
37
Posters
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Posts (Total)
1315
Created
04/01/11
Type
Free
Moderators

Ticker Symbol: PBMD (PRR on the ASX - Australian Stock Exchange)

Upcoming Catalysts (8-8-16) - See below for more info on these catalysts.

Public float for ADR/Nasdaq: 64.90m (Per finviz.com 8-8-16) - (The current conversion rate between ASX:PRR Prima ordinary shares and Nasdaq ADRs is 30:1. This explains the big difference in share price.)

Per EOQ 6K - Prima Biomed reports A$20.88M in cash. (7/28/2016)

Prima Biomed acquired French biopharmaceutical company Immutep SA in late 2014. Immutep's pipeline is now starting to generate data.(Immutep was a small, private company when previous data has been released.)
http://www.marketwired.com/press-release/prima-biomed-announces-strategic-acquisition-of-immutep-sa-asx-prr-1952878.htm

Immutep's founder and Scientific and Medical Director, Professor Frédéric Triebel will join Prima as its Chief Scientific Officer. Frédéric Triebel
is best known for discovering the 
LAG3 immune control mechanism. (Prima has fully divested from their previous drug candidate, CVAC, to focus all resources on the highly prospective Immutep/LAG3 pipeline.)



More on Frédéric Triebel
https://en.wikipedia.org/wiki/Fr%C3%A9d%C3%A9ric_Triebel

More on LAG3
https://en.wikipedia.org/wiki/LAG3
 

LAG3 Drug Pipeline Information:

IMP321 -- IMP321 is soluble version of the immune checkpoint molecule LAG3, used to increase an immune response to tumours

Current Trials:
AIPAC - Currently in Phase IIb. IMP321 combined with Paclitaxel. Patients will be administered with subcutaneous doses of IMP321 on days 2 and 16 of a weekly regimen of paclitaxel, the day after their paclitaxel infusion for six months.
ClinicalTrials.gov trial link --> https://clinicaltrials.gov/ct2/show/NCT02614833?term=AIPAC&rank=1

Phase IIa results


TACTI-MEL - Currently in Phase I. Two ACTive Immunotherapeutics in melanoma will be a safety and dose finding IMP321 study. IMP321 will be combined with Merck's blockbuster drug Keytruda (Pembrolizumab).
ClinicalTrials.gov link --> https://clinicaltrials.gov/ct2/show/NCT02676869?term=tacti-mel&rank=1

Pre-clinical results from combining anti-lag3 agents (IMP321) with anti-PD-1 inhibitor therapies (Keytruda) have yielded impressive results.
http://www.onclive.com/conference-coverage/smr-2015/new-treatments-for-novel-targets-next-step-in-immuno-oncology-revolution

More information regarding TACTI-MEL from Edison:



These results have prompted Bristol Myers Squibb BMY to start a similar trial with their anti-PD-1 blockbuster drug Opdivo combinded with their LAG3 developmental drug thus validating Prima's TACTI-MEL and LAG3 which was discovered by Prima's CSO Frédéric Triebel.
https://www.mskcc.org/cancer-care/clinical-trials/14-010
https://clinicaltrials.gov/ct2/show/NCT01968109

INSIGHT - a new collaborative study investigating the intra-tumoural injection of IMP321.  The new study will explore the potential for IMP321 as an activator of dendritic cells found within solid cancer tumours.
http://finance.yahoo.com/news/prima-biomed-collaborates-investigator-sponsored-073742130.html

Collaboration with NEC Corporation and Yamaguchi University in Japan
http://finance.yahoo.com/news/prima-biomed-progresses-japanese-collaboration-120000144.html
Latest data from the collaboration published in April 2016 in the Journal Cancer Science.
Wiley Online Library - http://onlinelibrary.wiley.com/doi/10.1111/cas.12861/full

 

IMP731 - IMP731 is a depleting antibody for autoimmune disease that targets LAG3+ activated T cells. IMP731 is under development by partner Glaxo-Smith-Kline (GSK).


There is evidence, in the tuberculin-induced DTH model in primates, that a single injection of a depleting LAG-3 monoclonal antibody can prevent Th1-driven skin inflammation. (Plaque Psoriasis)

ClinicalTrials.gov link --> https://clinicaltrials.gov/ct2/show/NCT02195349?term=GSK2831781&rank=1

IMP701 - IMP701 is an anti-LAG-3 antibody which blocks LAG-3-mediated immune down-regulation. The product was originally licensed in 2012 to the American biotech company CoStim. That company was acquired by Novartis (NVS) in 2014.

http://www.streetinsider.com/Corporate+News/Prima+BioMed+%28PBMD%29+to+Receive+Phase+I+IMP701+LAG-3+Antibody-Related+Milestone+Payment+from+Novartis+%28NVS%29/10814636.html

ClinicalTrials.gov link --> https://clinicaltrials.gov/ct2/show/NCT02460224?term=lag525&rank=1

Chair of Board is Lucy Turnbull, the wife of Malcolm Turnbull who is the Prime Minister of Australia.

https://en.wikipedia.org/wiki/Lucy_Turnbull
https://en.wikipedia.org/wiki/Malcolm_Turnbull

Current trials were initiated with A$15m funding from US-based specialist healthcare investor Ridgeback Capital Investments which is run by Wayne Holman, who is widely regarded as one of the world's pre-eminent biotech investors.

Ridgeback is the largest holder of the stock at 5.5% of ASX:PRR. (Not shown on Nasdaq ADR.)



http://finance.yahoo.com/news/prima-biomed-announces-15-million-104500547.html



Adaptimmune Therapeutics stock info: http://www.finviz.com/quote.ashx?t=adap&ty=c&ta=1&p=d
Bellicum Pharmaceuticals stock info: http://www.finviz.com/quote.ashx?t=BLCM&ty=c&ta=1&p=d
Cellectis SA stock info: http://www.finviz.com/quote.ashx?t=clls&ty=c&ta=1&p=d
Medigene stock info: http://finance.yahoo.com/quote/MDGEF?ltr=1
Trillium stock info: http://www.finviz.com/quote.ashx?t=TRIL&ty=c&ta=1&p=d

Insider Ownership of PRR/PBMD can be found here in the annual report.
http://www.primabiomed.com.au/investor/annual_reports_pdf/43296kl8g00ht3.pdf?m=1456749174


Recent Analysts Upgrades:

May-12-16 Reiterated Maxim Group Buy $4 → $5
Apr-19-16 Initiated Maxim Group Buy $4
Dec-31-15 Initiated ROTH Capital Buy $6
Dec-03-15 Initiated FBR Capital Outperform $6
Oct-14-15 Initiated H.C. Wainwright Buy $3


Link to recent Analysts Reports:

http://www.primabiomed.com.au/investor/analyst_archiv.php

 

Videos:

IMP321 Mode of Action: https://www.youtube.com/watch?v=MKAdlMc25uc

Sky Business Interview with CEO Marc Voigt from 11-25-15: https://www.youtube.com/watch?v=MR44iP8DRdI

Lucy Turnbull interview from 12-26-14 shortly after the Immutep acquisition: https://www.youtube.com/watch?v=Z3_TtH--2sw

 

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