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Thanks for sharing that.
Answering my own query using MS Copilot:
Me:
Query: is hyaluronan a component of muscle tissue in the same way it is in skin tissue?
Copilot
Certainly! Hyaluronan, also known as hyaluronic acid (HA), plays a significant role in both muscle tissue and skin tissue. Let’s explore how it functions in each context:
Muscle Tissue:
Hyaluronan is present in muscle tissue, constituting approximately 8% to 10% of the total HA in the body.
It is found within different layers of muscle tissue, including the endomysium, perimysium, and epimysium.
In muscle, hyaluronan serves several important purposes:
Lubrication: It acts as a lubricant, allowing smooth movement between muscle fibers during contraction.
Lateral Force Transmission: Hyaluronan facilitates force transmission laterally within muscle tissue during movement 1.
Antioxidant Properties: High-molecular-weight HA can neutralize free radicals and reduce inflammation and pain 1.
Skin Tissue:
Hyaluronan is well-known for its role in skin health.
It is a major component of the extracellular matrix in the skin.
Functions in skin include:
Hydration: Hyaluronan retains water, keeping the skin hydrated and plump.
Tissue Repair: It contributes to wound healing and tissue repair.
Viscoelastic Properties: Hyaluronan provides elasticity and resilience to the skin 23.
In summary, hyaluronan is essential for maintaining the health and function of both muscle and skin tissues, albeit in slightly different ways. Whether it’s supporting muscle movement or promoting skin hydration, this versatile molecule plays a crucial role throughout our bodies.
Learn more
1
onlinelibrary.wiley.com
2
hopkinsmedicine.org
3
webmd.com
4
my.clevelandclinic.org
+2 more
Me:
Query: is hyaluronan present in the same proportion of muscle tissue compared to skin tissue?
Copilot
Hyaluronan, also known as hyaluronic acid (HA), is present in both muscle tissue and skin tissue, but its proportion varies between the two:
Muscle Tissue:
Hyaluronan constitutes approximately 8% to 10% of the total HA in the body.
It is found within different layers of muscle tissue, including the endomysium, perimysium, and epimysium.
In muscle, hyaluronan serves several important purposes:
Lubrication: It acts as a lubricant, allowing smooth movement between muscle fibers during contraction.
Lateral Force Transmission: Hyaluronan facilitates force transmission laterally within muscle tissue during movement.
Skin Tissue:
Hyaluronan is a major component of the extracellular matrix in the skin.
Its functions in skin include:
Hydration: Hyaluronan retains water, keeping the skin hydrated and plump.
Tissue Repair: It contributes to wound healing and tissue repair.
Viscoelastic Properties: Hyaluronan provides elasticity and resilience to the skin.
Therefore, while hyaluronan is essential for both muscle and skin health, the proportion of its presence differs between these tissues .
Me:
What is the proportion of hyaluronan as a component of the extra cellular skin matrix
Copilot
Certainly! Hyaluronan, also known as hyaluronic acid (HA), is a critical component of the extracellular matrix (ECM) in the skin. Let’s explore its proportion and significance:
Amount of Hyaluronan in Skin:
In human skin, the epidermal ECM contains approximately 25 µg of HA per gram of fresh epidermis.
The dermis (deeper layer of skin) contains a higher amount of HA, ranging between 120 and 200 µg per gram of fresh dermis1.
Proportion in the Body:
Approximately 50% of the total HA in the body resides in the skin.
The turnover rate of HA in the skin is about 30%2.
Function in Skin:
Hyaluronan plays several crucial roles in skin health:
Hydration: It retains water, keeping the skin hydrated and plump.
Tissue Repair: It contributes to wound healing and tissue regeneration.
Viscoelastic Properties: HA provides elasticity and resilience to the skin.
In summary, hyaluronan is a vital component of the skin’s ECM, ensuring hydration, repair, and overall skin integrity. Its presence and functions are essential for maintaining healthy and youthful skin.
Query: is hyaluronan a component of muscle tissue in the same way it is in skin tissue?
Your basic argument is that HALO will be fine without any new deals.
This is not a wise approach to a company that really only has one product and fully depends on new partnerships to keep the money rolling in.
By the way, the way I interpreted Howeeme's post was that Helen's promised small volume autoinjector deal (which was among the three new deals she promised ~14 months ago) was lost to Ypsomed. What do you think?
https://finance.yahoo.com/news/viridian-therapeutics-enters-autoinjector-pen-120000066.html
I did listen and it was the same old drivel, IMHO. She hasn't got the chops for M&A. It's a particular set of skills.
Your foresight is spot on. HALO is a slow-motion train wreck, and it's only a matter of time until the analysts see past her incessant smoke screen.
The chart is in overbought territory, so lightened up some more.
Took a small position in VKTX during today's pullback.
There will be other opportunities as well.
All well and good except the pipeline is so diminished they took it down from the web site and failed to include an updated one in the 10Q slides out of a sense of embarrassment.
I'm not aware of any evidence that Halozyme is a party to this either from the pharma side or the AI side.
Howee, I don't understand your question? The two parties are clearly stated, so I'm missing your query.
Thanks, Howee, I'll definitely explore their offerings. Alas, I could use that extra 20 years also! LOL!
As I understand it the PFS is just an ordinary syringe but pre-filled rather than having to draw the medicine out of a vial. It is not an Automatic Injector.
If ABOS pans out you'd likely make more money holding their shares than HALO, since the partnership deal Helen "crafted" provides only "low single digit royalties".
Good point.
Thanks for posting that. ARGX was down today and yesterday so the call clearly did not impress.
That's interesting and comports with my thoughts lately that the institutional investors (smart money) are not as invested in this company as I'd previously assumed.
Who is Frank Thomas?
I've put this link up as a sticky post for easy reference until next Q.
Halozyme has taken down the partner pipeline graph in their website. Make of that what you will.
https://halozyme.com/drug-delivery-technologies/enhanze/?_gl=1*1byujub*_up*MQ..*_ga*MTg5NjM5OTA1Ni4xNzA4ODgwMzIy*_ga_T1NMWLFHFZ*MTcwODg4MDMyMS4xLjEuMTcwODg4MDQwOS4wLjAuMA..*_ga_VXX5W0L85Q*MTcwODg4MDMyMS4xLjEuMTcwODg4MDQwOS4wLjAuMA..#enhanze
Howee, what besides the testosterone drug is included in the ATRS "commercial division" to which you refer?
I hope you are right but there is no evidence that the pipeline is getting recharged.
In 10 months, it will already be 2025. At that point, with no new partnerships, the pipeline will be running conspicuously dry. That little detail will not be ignored by investors who look beyond simplistic ratios.
Howee, that's a great analysis and I'd put my name on the bottom of that too, except for one major disagreement. I'm not convinced that the perceived lack of deals is due to some requirement of confidentiality by secretive partners. There are no instances of this in the past. We've always been informed about the large outlines of a new partnership, although it's true that sometimes the targets are not disclosed. Can you point to an example where we found out about a partnership deal long after the ink was dry?
Don't know about CFRA but wonder about your confidence in future growth prospects. Where will this come from?
Howee, how will it get better if they do not sign new partnership deals to keep the pipeline flowing?
As I understand it, this deal calls for low single digit royalties because it is a non-exclusive deal.
The frustrating thing is that this could well be a $100 stock if management could execute a plan with good vision for the future. With only ~$300 million in the bank and more plans to spend $750 million buying HALO stock (bringing the total spent on buybacks to an astounding $2 Billion!!!), they are clearly not capable of any acquisition. The only thing left to hope for is new partnerships, but these are seemingly less and less likely.
You can say I told you so. Still the pps is much closer to a $20 handle than it is to a $50 and we've seen this movie before. The stock is bouncing from the low $30s to the low $40s and can't break out back to the highs. This won't change until Helen delivers some substantial new partnerships to prove that this company has the ability to fend off the competition. If she does not in a reasonably short period of time the doubts will re-surface and the pps will start to sag once more.
JMP reiterates $72 PT and Outperform rating.
Dr. Torley quite blatantly threw cold water on this platform when asked about it. She is a politician, extremely adept at feathering her own nest, aggrandizing herself with imagined concrete results and expropriating the actual accomplishments of those that came before her, surrounding herself with yes-men and -women. What she is not is a deal maker. The non-refrigerated enzyme may have a ready market, but she is not capable of monetizing that.
Thanks. What is your source for determining the link between YpsoMate and Vyvgart?
She did say they were in meetings after the first of the year. That might explain why she failed to appear at the usual investor conferences recently.
H. C. Wainwright raises PT from $48-$50, maintains BUY rating
argenx Announces FDA Acceptance of Supplemental Biologics License Application
with Priority Review for VYVGART Hytrulo in Chronic Inflammatory
Demyelinating Polyneuropathy
https://ih.advfn.com/stock-market/NASDAQ/argenx-ARGX/stock-news/93315912/form-6-k-report-of-foreign-issuer-rules-13a-16
Prescription Drug User Fee Act (PDUFA) target action date is June 21, 2024
If approved, VYVGART® Hytrulo will be the first neonatal Fc receptor (FcRn) blocker to treat CIDP
February 20, 2024, 7:00 AM CET
Amsterdam, the Netherlands – argenx SE (Euronext & Nasdaq: ARGX), a global immunology company committed to improving the lives of people suffering from severe autoimmune diseases, today announced that the U.S. Food and Drug Administration (FDA) has accepted for priority review a supplemental Biologics License Application (sBLA) for VYVGART Hytrulo (efgartigimod alfa and hyaluronidase-qvfc) for the treatment of chronic inflammatory demyelinating polyneuropathy (CIDP). The application has been granted a PDUFA target action date of June 21, 2024.
“Today’s announcement brings us one step closer to delivering the transformative innovation of VYVGART Hytrulo to CIDP patients,” said Luc Truyen, Chief Medical Officer of argenx. “CIDP is yet another example of an autoimmune disease that has not been well understood, and for which there has been insufficient innovation for patients. We chose to use a priority review voucher to accelerate review of our submission because CIDP patients have long been waiting for new treatment options. FDA’s acceptance of the sBLA represents an important milestone in our continued drive to bring novel treatments for rare, autoimmune diseases, and a significant step forward for people whose lives have been profoundly impacted by this devastating disease.”
The sBLA is supported by data from the ADHERE study, the largest clinical trial of CIDP to date, evaluating the safety and efficacy of subcutaneously administered VYVGART Hytrulo in adults with CIDP. The study met its primary endpoint (p=0.000039), demonstrating a 61% lower risk of relapse (HR: 0.39 95% CI: 0.25; 0.61) with VYVGART Hytrulo compared to placebo. In the open-label Stage A of the study, 67% of patients showed evidence of clinical improvement (ECI) following treatment with VYVGART Hytrulo. Given the mechanism of action of VYVGART Hytrulo as an FcRn blocker, the clinical results established that IgG autoantibodies play a significant role in the underlying biology of CIDP.
VYVGART Hytrulo was well-tolerated with a safety profile that is consistent with prior clinical trials and the known profile of VYVGART®. After completing ADHERE, 99% of eligible patients (226/228) continued to the ADHERE-+ open-label extension study.
About Chronic Inflammatory Demyelinating Polyneuropathy
Chronic inflammatory demyelinating polyneuropathy (CIDP) is a rare and serious autoimmune disease of the peripheral nervous system. Although confirmation of disease pathophysiology is still emerging, there is increasing evidence that IgG antibodies play a key role in the damage to the peripheral nerves. People with CIDP experience fatigue, muscle weakness and a loss of feeling in their arms and legs that can get worse over time or may come and go. These symptoms can significantly impair a person's ability to function in their daily lives. Without treatment, one-third of people living with CIDP will need a wheelchair.
About VYVGART® Hytrulo (efgartigimod alfa and hyaluronidase-qvfc)
VYVGART Hytrulo is a subcutaneous combination of efgartigimod alfa, a human IgG1 antibody fragment marketed for intravenous use as VYVGART®, and recombinant human hyaluronidase PH20 (rHuPH20), Halozyme’s ENHANZE® drug delivery technology to facilitate subcutaneous injection delivery of biologics. In binding to the neonatal Fc receptor (FcRn), VYVGART Hytrulo results in the reduction of circulating IgG. It is the first-and-only approved FcRn blocker administered by subcutaneous injection.
VYVGART Hytrulo is the proprietary name in the U.S. for subcutaneous efgartigimod alfa and recombinant human hyaluronidase PH20. It may be marketed under different proprietary names following approval in other regions.
See FDA-approved Important Safety Information below and full Prescribing Information for VYVGART Hytrulo for additional information
Important Safety Information
What is VYVGART® HYTRULO (efgartigimod alfa and hyaluronidase-qvfc)?
VYVGART HYTRULO is a prescription medicine used to treat a condition called generalized myasthenia gravis, which causes muscles to tire and weaken easily throughout the body, in adults who are positive for antibodies directed toward a protein called acetylcholine receptor (anti-AChR antibody positive).
FWIW, today on mainstream daytime TV I saw a well-produced ad for Vyvgart and Vyvgart Hytrulo. I rarely turn on the television and almost never see daytime TV, so I don't know how often this spot runs but it was good to see.
On the other hand, if you look at the Halozyme.com website, you would be confused to find out that this drug is still in phase 3 and not listed among the commercially launched products.
You would also be falsely led to believe that subcu efgartigimod is still being developed for thrombocytopenia and pemphigus vulgaris despite these trials having been terminated for failure to meet endpoints.
At least Argenx is on the ball. Glad Helen is not running that company or any of our other partners.
Where does our new AI division manufacture their injectors?
I see your point but I wonder do we know if they are standard syringes or AI products?
Catalent is a CDMO, i.e., Novo bought them out to gain additional drug manufacturing capacity to meet the surging demand for the semaglutide products. I don't know how much the syringe part of Catalent played a role in the deal, if any at all.