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Also why wasn’t this an issue on the phase 1 patients?
SITC 2017 Schedule
https://tinyurl.com/yajfxm4y
Agreed. I’m curious how long they took to report data after phase I was over. Was it 7 weeks? If so, we might get the p2 data around Nov 20. If we don’t get anything by then, then I’d start to be suspicious of cherry picking.
Mallinckrodt bags another microcap biotech, picking up Ocera’s failed drug in $117M buyout
https://endpts.com/mallinckrodt-bags-another-microcap-biotech-picking-up-oceras-failed-drug-in-117m-buyout/
Blankfein Says Don’t Dismiss Bitcoin
https://www.bloomberg.com/news/articles/2017-11-02/blankfein-says-don-t-dismiss-bitcoin-while-still-pondering-value
Novartis hires firm to explore sale of dermatology business, Reuters reports The business could fetch $1.5B, according to Reuters, citing sources.
https://thefly.com/landingPageNews.php?id=2634967
The first reverse split got the stock uplisted to Nasdaq. It wasn’t done to avoid a delisting as is more common in the biotech space. There is no reason for another reverse split as things stand now.
$18 but on a split adjusted basis. After the R/S, an intraday high of ~$8 is the max it has reached. Not taking anything away from the potential to get to get there though. Just FYI.
Also, to my knowledge, no other company going after treating previous anti-PD1 failures. Lots of combos with treatment naive patients for sure, but I don’t believe there are any that are targeting previous Keytruda/Opdivo failures. If there are any, I don’t think they are as far ahead as ONCS - registration setting, on Fast Track, and one dataset away from potential accelerated approval.
Moderna hints at flotation timeline
http://www.epvantage.com/Universal/View.aspx?type=Story&id=743173&isEPVantage=yes
Merck Has Good Reasons for Its Keytruda Delay
https://www.bloomberg.com/gadfly/amp/articles/2017-10-30/merck-delays-keytruda-chemo-trial-results-for-good-reason
PhIII dealmaking frenzy in i/o continues as AstraZeneca follows PACIFIC with a new Incyte IDO1 combo
https://endpts.com/phiii-dealmaking-frenzy-in-io-continues-as-astrazeneca-follows-pacific-with-a-new-incyte-ido1-combo/
Added some today myself :)
INCY and AZN to Enter Clinical Trial Collaboration in Early Lung Cancer
http://www.businesswire.com/news/home/20171031005394/en/Incyte-AstraZeneca-Enter-Clinical-Trial-Collaboration-Early
- Phase 3 trial evaluating Imfinzi and epacadostat in patients with locally-advanced, unresectable non-small cell lung cancer is expected to begin in first-half 2018
[OT] Wall Street could be next to get Amazon'd
http://www.businessinsider.com/wall-street-banks-are-facing-a-threat-from-silicon-valley-says-mckinsey-2017-10
Immunotherapy Biotech Apellis Sets Terms for $150M IPO
https://www.renaissancecapital.com/IPO-Center/News/52174/Immunotherapy-biotech-Apellis-Pharmaceuticals-sets-terms-for-$150-million-I
PTR—The Biggest Stock Collapse in World History Has No End in Sight
https://www.bloomberg.com/amp/news/articles/2017-10-29/the-biggest-stock-collapse-in-world-history-has-no-end-in-sight
Pre-data jitters and stop losses?
This is encouraging! I certainly hope any deal will not happen until after interim PISCES data because what we will get before that will be peanuts compared to what we can get after (positive data)!
CVS' $66 billion bid for Aetna makes sense because of threats...
https://www.cnbc.com/2017/10/27/cvs-bid-to-buy-aetna-for-66-billion-makes-sense-analyst-says.html
MRK Swings to Loss as Cyberattack Hurts Sales
- June ‘Petya’ attack disrupted manufacturing, research and sales
https://www.wsj.com/articles/merck-swings-to-loss-as-cyberattack-hurts-sales-1509107269
The Real Reason CVS Wants to Buy Aetna? Amazon
https://www.wsj.com/articles/the-real-reason-cvs-wants-to-buy-aetna-amazon-com-1509057307
AET +12% on DJ report that CVS is in talks to buy company
https://www.cnbc.com/2017/10/26/aetna-shares-jump-11-percent-on-dj-report-that-cvs-health-is-in-talks-to-buy-company.html
Synergy Pharmaceuticals: A 2018 Story Shapes Up
https://seekingalpha.com/instablog/498952-bret-jensen/5060601-synergy-pharmaceuticals-2018-story-shapes
What’s driving the rapid growth of the top 20 biopharma companies in the world?
https://endpts.com/top-20-pharma-companies-worldwide-by-valuation/
Ligand's successful business model since the last 10 years has been to discover molecules, reformulate them, and eventually license them out for clinical development and commercialization to other pharmas. I agree that it is misleading to state that Ligand "failed to move" LGD-4033 forward.
From Ligand's website:
ICPT Announces Positive Results from Phase 2 AESOP Trial Evaluating OCA for the Treatment of Patients with Primary Sclerosing Cholangitis
https://globenewswire.com/news-release/2017/10/23/1151797/0/en/Intercept-Announces-Positive-Results-from-Phase-2-AESOP-Trial-Evaluating-OCA-for-the-Treatment-of-Patients-with-Primary-Sclerosing-Cholangitis-at-The-Liver-Meeting-2017.html
- OCA met the primary endpoint of alkaline phosphatase (ALP) reduction at 24 weeks
- Results presented in a late-breaking oral session
SPERO THERAPEUTICS SETS TERMS FOR $75 MILLION IPO
https://www.renaissancecapital.com/IPO-Center/News/52068/Spero-Therapeutics-sets-terms-for-$75-million-IPO
AIMT +29% on DBV Tech's Viaskin Peanut flop
https://seekingalpha.com/news/3302886-aimmune-46-percent-premarket-dbv-techs-viaskin-peanut-flop
AASLD 2017 Planner
https://www.docdroid.net/NtrSoFE/biotech-aasld-2017-planner.pdf
Both VKTX and MDGL presenting THR agonist data tomorrow. We should see a PR in the AM. Although just mouse data, it will be interesting to see how it compares to MDGL’s data. The higher we get share price-wise before hip data, the better.
Risk of Death Persists for Years after Hip Fracture
https://www.medscape.com/viewarticle/729944
I think VK5211 has to potential to become a blockbuster drug someday (300,000 hip fracture cases annually in the U.S. alone). Pro-athletes and bodybuilders already using SARMs off label with success. Looking forward to the phase 2 data this quarter. VKTX is up 200% in the last two months but is still way below it's IPO price of $10.
Viking Therapeutics: What Direction Now For This ~$2.50 Biotech 'Busted IPO'?
https://seekingalpha.com/article/4114591-viking-therapeutics-direction-now-2_50-biotech-busted-ipo
Viking Therapeutics: Welcome To The Glorious House Of Gains
https://seekingalpha.com/instablog/42897536-bumbershoot-holdings/4577896-viking-therapeutics-welcome-glorious-house-gains
(I would ignore the tone of the article.)
Risk of Death Persists for Years after Hip Fracture
https://www.medscape.com/viewarticle/729944
I think VK5211 has to potential to become a blockbuster drug someday (300,000 hip fracture cases annually in the U.S. alone). Pro-athletes and bodybuilders already using SARMs off label with success. Looking forward to phase 2 data this quarter. VKTX is up 200% in the last two months but is still way below it's IPO price of $10.
Viking Therapeutics: What Direction Now For This ~$2.50 Biotech 'Busted IPO'?
https://seekingalpha.com/article/4114591-viking-therapeutics-direction-now-2_50-biotech-busted-ipo
Viking Therapeutics: Welcome To The Glorious House Of Gains
https://seekingalpha.com/instablog/42897536-bumbershoot-holdings/4577896-viking-therapeutics-welcome-glorious-house-gains
(I would ignore the tone of the article.)
Both VKTX and MDGL presenting their THR agonist data posters on Oct 23 at AASLD 2017
https://www.docdroid.net/NtrSoFE/biotech-aasld-2017-planner.pdf#page=8
RBC CM's AASLD 2017 Planner
https://www.docdroid.net/NtrSoFE/biotech-aasld-2017-planner.pdf
I said the exact same thing over at StockTwits LOL! Can’t wait for hip data.
October 19 Australian time. Could see an AH PR today. Definitely premarket tomorrow if not today.
Trianni and Juno Therapeutics Sign Licensing Agreement for Use of Trianni Transgenic Mouse Platform
https://www.prnewswire.com/news-releases/trianni-and-juno-therapeutics-sign-licensing-agreement-for-use-of-trianni-transgenic-mouse-platform-300538676.html
J&J is jettisoning two of its promised blockbuster drugs, and it couldn’t come at a worse time
https://endpts.com/jj-is-jettisoning-two-of-its-promised-blockbuster-drugs-and-it-couldnt-come-at-a-worse-time/
Nvm got my answer.