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HRTX Heron Therapeutics Receives Complete Response Letter for HTX-011 for the Management of Postoperative Pain
https://www.streetinsider.com/dr/news.php?id=17057731
ZGNX FDA Approves Zogenix Therapy for Dravet Syndrome
INO now worth $5 billion hmmm
Yes plus the dropped their Hem A program which was at the end of their PR too! Not sure that’s a huge deal but still noted
He sounds extremely bullish. If things play out, this is a multi billion dollar platform. Let’s see a tbio type deal from sanofi
TBIO seems to be raising. Interesting since they just got a big cash infusion the other day. I guess you can never have too much money :)
QURE uniQure Announces License Agreement with CSL Behring to Commercialize Hemophilia B Gene Therapy
uniQure Eligible to Receive More Than $2 Billion, Including $450 Million in Upfront Cash, $1.6 Billion
https://www.globenewswire.com/news-release/2020/06/24/2052987/0/en/uniQure-Announces-License-Agreement-with-CSL-Behring-to-Commercialize-Hemophilia-B-Gene-Therapy.html
Market cap still under $300 million which isn’t bad imo given their cash position, platform potential and all of the current deals in place. Nice to hear mark give a little more color on the recent deal and how they came to him to start testing C1. If we can get into human trials, it will be big. Someone is accumulating. Hard to buy a lot of shares without jacking the price up because of the low float. Mark continues to mention sanofi which is good. He’s obviously in touch with them so hopefully something will happen with them if he continues to talk about them. Maybe we get a tbio type deal
Which would blow the doors off this stock. Sanofi has a bunch of money to spend so a few hundred million or more would be nothing to them, need to hear more on current deals. Mark continues to make mention of all these things going on. Hope to hear more soon. Need to monetize
Yeah I do think over time it could be valued in that range but if mark sells earlier, I’d take $1.5 billion. Maybe he sells the divisions in pieces. I’d like to see more news soon regarding their existing deals and potentially new ones. On the last earnings call, I figured we would see a steady flow of releases
And you’d have to believe dyai would become that much more appealing as a buyout candidate. Mark wants to sell imo. C1 is his baby. He won’t sell for cheap. I’m think at least $1-1.5 billion plus. Wants to set himself and his family up for life
Yep. It appears this could be a viable drug and it will be tested in humans in the next week or two. Would love to hear more detail about it from mark
NBRV Nabriva Therapeutics Receives Complete Response Letter from FDA on NDA for CONTEPO™ (fosfomycin) for injection
$EVOK
FDA Approves Evoke’s GIMOTI™
BIOGEN LOSES PATENT DISPUTE AGAINST MYLAN OVER TECFIDERA
ALPN and $ABBV Announce Option and License Agreement for the Development and Commercialization of ALPN-101.
$60M Upfront
PRVB prices offering. 6.6M shares at $14.50/share
ADMS Adamas reconfirms it will not initiate further Phase 3 development in MSW.
Offering announced
$60 million offering
Israel to buy MRNA covid drug? https://www.reuters.com/article/us-health-coronavirus-moderna-israel-idUSKBN23L0RH
I don’t know who that is
Regeneron Begins Human Trials Of Covid-19 Antibody Cocktail $REGN
-To Test Treatment On Sick, At-Risk Patients
RETA Blackstone $250 million investment.
ChemoCentryx Offering Prices 5.2m Shares at $58/Share
Yes, I’ve owned it since 1.65. New platform developing drugs. Alternative to CHO. They have a lot of companies test driving, good cash and no intention of raising. Today’s news was nice but they are also working with other groups like iibr on covid but covid is not really something I consider too much at this time. I like their other programs especially with animal health that could be rewarding.
$ABBV and $GMAB Announce Broad Oncology Collaboration.
AbbVie To Pay Genmab $750M Up Front And Potential $3.15B in Milestone Payments
SLNO failed primary endpoints.
Not necessarily. Dyai has already announced some of the companies they are working with on covid so perhaps it could be argued that some of the recent connections we are trying to make do not arise yet to classify them as a material event, just part of the course of business. Of course I am just guessing. Mark doesn’t really give us much unless it’s on an earnings call. There are some companies that PR everything even what they had for breakfast :) and then there is mark who is on the opposite end of the spectrum, I know he’s suggested a lot of it is for Competitive reasons and it may very well be that the bigger companies are telling him to keep quiet. After all, these bigger companies are the ones testing C1 so I guess it’s up to them to let mark know what he can and can’t disclose
after market today ABBV announced partnership with group DYAI referenced in 1st Quarter report:
Today 6/5/2020 Investors Business Daily
AbbVie (ABBV) is jumping into the race for a coronavirus treatment, the drugmaker said Friday as ABBV stock climbed higher.01:39
The pharmaceutical company said it will partner with a company called Harbour BioMed, Utrecht University and Erasmus Medical Center to study an antibody that could treat or prevent Covid-19, the respiratory illness caused by the new form of coronavirus.
Harbour, Utrecht and Erasmus first discovered the antibody, called neutralizing antibody 47D11. It targets a portion of the spike protein known to coat the outside of SARS-CoV-2, the new form of the coronavirus. By blocking the spike protein, researchers hope to treat or prevent Covid-19.
This paragraph is from DYAI 1st Quarter report:
Dyadic, in collaboration with Erasmus Medical Center, Utrecht University, and the University of Veterinary Medicine Hannover ("TiHo"), with whom Dyadic previously worked with on the EU ZAPI project, have developed a potential COVID-19 vaccine candidate which, based on preliminary results, has demonstrated successful engineering of C1 to express high levels of a potential SARS-CoV-2 vaccine candidate. This consortium has submitted proposals for program funding to pharmaceutical organizations and government agencies.
$SRPT to Share Clinical Update from SRP-9003 Gene Therapy Trial to Treat Limb-girdle Muscular Dystrophy Type 2E, or Beta-Sarcoglycanopathy
Monday, June 8, 2020 at 8:30 am ET, it will host a webcast and conference call to present new data from the ongoing study of SRP-9003,
The U.S. @DeptofDefense has awarded @Novavax $60M to fund manufacture of 10 million doses of its COVID-19 vaccine candidate NVX-CoV2373 for use in phase II/III trials, or under an Emergency Use Authorization, if approved by @US_FDA.
It would be nice if mark could give us some news. Toss us a bone. Can’t go day after day, week after week, month after month, quarter after quarter with no substantial news.
unfortunately the company does not issues PR's. it's really annoying. mark attends 100's of presentations/conferences per month but when it comes to announcing news, they save it for their earnings call or they bury it in a slide presentation on their website that investors have to randomly discover and hunt through to see if there is something new,