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NKTR +23% as opiod painkiller succeeds in late stage study.
http://cnbc.com/id/104352181
ESPR +47% on FDA news
http://seekingalpha.com/news/3252194
Anyone have any thoughts on TerraVia (NASDAQ: TVIA)?
http://terravia.com/
I agree. I read some articles on it. Thanks Dew.
When you say risk category, from what aspect do you mean? Thanks.
5 Biotech Products U.S. Regulators Aren’t Ready For
https://www.technologyreview.com/s/603870/5-biotech-products-us-regulators-arent-ready-for/
I-O latecomers Pfizer and Merck KGaA fall further behind rivals with new lung cancer delays
http://www.fiercepharma.com/marketing/i-o-latecomers-pfizer-and-merck-kgaa-fall-further-behind-rivals-new-lung-cancer-delays
Agreed.
That is true Pazzo. I think one last dilution this year before a commercial event is inevitable but it shouldn't matter much in the long run, IMO.
He could be referring to research grants, like the one HTBX got today, when he said non-dilutive funding.
Hi Pazzo, I interpreted that as them being able to say that they have enough cash till Q1 2018, because of the drug supply agreement lifting the burden to purchase the anti-PD-1 from their own pockets. I don't believe they are hinting at some inflow of cash from the drug supplier. They've said a commercial partnership will be possible after data has been generated from this registration trial.
Few things that stood out to me:
1.
Biotech's hottest source of M&A rumors just got a splash of cold water.
https://www.bloomberg.com/gadfly/articles/2017-03-15/astrazeneca-lynparza-data-cool-parp-inhibitor-wars
Keytruda's head-to-head against Opdivo rockets meds to Nos. 2 and 3 in ad spending
http://www.fiercepharma.com/marketing/merck-keytruda-and-bms-opdivo-competition-rockets-cancer-drugs-to-nos-2-and-3-ad-spending
Agreed. It is best to wait for some preclinical data from this collaboration before guessing its value or futility.
That would be a good survey indeed IMO.
Cohn vs. Bannon: Feud Escalating Over Trump's Tax & Economic Policy
http://www.foxbusiness.com/politics/2017/03/15/cohn-vs-bannon-feud-escalating-over-trumps-tax-economic-policy.html
TSRO sinks 16% following AZN's release of ovarian cancer data.
AstraZeneca Takes PARP Inhibitor Fight to Rival Tesaro with Strong Ovarian Cancer Study Results
https://www.thestreet.com/story/14043007/1/astrazeneca-takes-parp-inhibitor-fight-to-rival-tesaro-with-strong-ovarian-cancer-study-results.html
It seems the NCI is planning a phase 1 trial using IL-12 + Keytruda on solid tumors later this year.
https://clinicaltrials.gov/ct2/show/NCT03030378?term=il-12+keytruda&rank=1
Correction: The fee from this deal will not be part of the quarter being discussed on Thursday so no EPS surprise there. They may or may not mention it as guidance for next quarter.
Let's hope for an EPS surprise, no matter how small, on Thursday.
Have to admit though, when the company promotes the TAP deals as cash flow positive but does not mention the fees in the PR, it is a bit disappointing.
To set expectations right, that will not come with the drug supply partnership that we are expecting by Q2'17. If the registration trial meets endpoints, we may see that amount or more in 2018 though.
Of course. I meant when deals are made with a private company like Inhibrx.
Biodollars is correct. Private companies don't usually disclose upfront as is the case here.
Inhibrx. A private co. with a $500M deal with CELG. Not that ridiculous IMO.
http://www.fiercebiotech.com/special-report/celgene-and-inhibrx
They've said it will be announced before registration trial begins sometime in Q2'17.
You could be right - they could disclose the fee for this TAP deal on Thursday. I wouldn't expect it to be much though. Anywhere between mid-six figures to $2M would be my guess.
Initially I was expecting a licensing agreement with some upfront payment. But later Punit said these collaborations would be of small amounts that may lead to licensing/collaboration deals.
Not an insignificant first customer. Fee may be small at this time but could see good things down the line.
Celgene and Inhibrx
http://www.fiercebiotech.com/special-report/celgene-and-inhibrx
AZN gives rejected drugs a second life
https://www.wsj.com/articles/astrazeneca-gives-rejected-drugs-a-second-life-1489402801
OPEC’s Misleading Narrative About World Oil Supply
http://www.belfercenter.org/publication/opecs-misleading-narrative-about-world-oil-supply
Biotech Stock Mailbag: Puma's Rebound Explained, TG Therapeutics Approval Debate, Aurinia Next Steps
https://www.thestreet.com/story/14036467/1/biotech-stock-mailbag-puma-s-rebound-explained-tg-therapeutics-approval-debate-aurinia-next-steps.html
Massive oil discovery (1.2B barrels) in Alaska is biggest onshore find in 30 years
http://cnnmon.ie/2mJvzRP
Robots could make Japan into a stock investor’s cash machine
http://on.mktw.net/2ndiKNm
Barclays loses patience with Gilead, tells it to change up its strategy
http://www.fiercebiotech.com/biotech/barclays-loses-patience-gilead-tells-it-to-change-up-its-strategy
Have not followed AUPH but this article might help.
Answering The Important Aurinia Pharmaceuticals Inc (NASDAQ:AUPH) Questions
https://www.google.com/amp/s/marketexclusive.com/answering-important-aurinia-pharmaceuticals-inc-nasdaqauph-questions/80370/amp/
IMMU Soars on Injunction Against Seattle Genetics Deal
https://www.thestreet.com/story/14035306/1/immunomedics-soars-on-injunction-against-seattle-genetics-deal.html
Immunomedics' IMMU-132 deal on hold; shares rally 11%; Seattle Genetics down a fraction
Mar. 9, 2017 12:47 PM
http://seekingalpha.com/news/3250047-immunomedics-immuminus-132-deal-hold-shares-rally-11-percent-seattle-genetics-fraction
Biotech spinout grabs $46M round, jumps straight into PhIII with a drug/device combo for rare lung condition -
https://endpts.com/biotech-spinout-grabs-46m-round-jumps-straight-into-phiii-with-a-drugdevice-combo-for-rare-lung-condition
In quick rebuttal, Express Scripts blasts Gilead exec's pricing blame
http://www.fiercepharma.com/pharma/quick-rebuttal-express-scripts-blasts-gilead-exec-s-pricing-argument