alive and kicking
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Now that Twitter has adopted an Poison Pill Defense something tells me that it doesn't sound fair. How can a company give a benefit to certain stockholders.
(ENTA)—Shionogi antiviral is teratogenic—>out_of_contention_for_best-in-class_COVID_drug:
PFE hires CFO who was architect of CVS-AET merger:
BCYC’s AACR abstract could be affecting SGEN to some degree:
Seagen Announces Jury Award in Patent Infringement Case Against Daiichi Sankyo
- Jury Upholds Validity of Asserted Claims of the Patent, Finds Willful Infringement and Issues Past Damages Award of $41.82 Million
- Seagen to Request Royalty on Future U.S. Sales of Enhertu® Through the Life of the Patent -
- Separate Arbitration Proceedings with Daiichi Sankyo Remain Ongoing with a Decision Expected by Mid-2022 -
BOTHELL, Wash., April 08, 2022--(BUSINESS WIRE)--Seagen Inc. (Nasdaq: SGEN) today announced that a jury in the U.S. District Court for the Eastern District of Texas found that Daiichi Sankyo Co. Ltd. ("Daiichi Sankyo") infringed Seagen’s U.S. Patent No. 10,808,039 by selling in the United States its Enhertu® product (trastuzumab deruxtecan; DS-8201). Seagen was awarded damages of $41.82 million for past infringement of the patent. In addition, Seagen will request additional royalty payments for future sales of Enhertu in the United States through the life of the patent.
In addition to the damages the jury awarded for past infringement, Seagen will request the court to award a royalty on Daiichi Sankyo’s future sales in the United States of Enhertu until patent expiry in November 2024. The court will determine the amount of these payments in a decision Seagen anticipates later this year.
Separately, Seagen is engaged in an arbitration it brought against Daiichi Sankyo over ownership of certain technology used by Daiichi Sankyo in trastuzumab deruxtecan and several other drug candidates. In the arbitration, which remains ongoing, Seagen contends that the linker and other ADC technology used in these compounds are improvements to Seagen’s pioneering ADC technology, the ownership of which is automatically assigned to Seagen under the 2008 collaboration agreement between Daiichi Sankyo and Seagen. A decision in the arbitration case is expected by mid-2022.
royalties on Enhertu (and any follow up ADCs) could be decent money even for a company the size of SGEN
NVAX on the surface is undervalued I just wonder about market uptake unless they really get recommendations as a booster. I feel like in developed countries most people who are inclined to get vaccinated would have already. i.e. I don't want to invest based on some assumption that the vaccine hesitant group is ready to get vaccinated with the NVAX vaccine.
SGEN
Anyone know why SGEN is down premarket?
Perhaps the media doesn’t feel it’s worth covering because there’s so much other material to focus on.
New Covid Variant XE Found In UK, More Transmissible Than Omicron: WHO
As you know the vir antibody was derived from serum from a patient with sars 1 so it targeted a conserved sequence. So you would expect it to retain efficacy better then other mabs. Alas that doesn’t seem to be the case and it was still against spike which does mutate a lot. Still a bit unexpected in my opinion and rather unlucky
I'm in no way a anti-vaxer but I'd guess I might have more faith in the anti-virals than the vax at this point.
However I do think that use of a PI for people even at lower risk of severe acute covid may gain favor to lower the risk of long covid. I think that kind of study stands a good chance and would obviously expand use tremendously
I would rather ENTA exclude this population.
Shionogi’s trial allows enrollment of long-COVID patients with relapsing/remitting symptoms as long as there is a confirmed acute (within 5 days of randomization) re-infection. What’s noteworthy about this inclusion criterion is that is suggests the number of long-COVID people meeting the requirement is non-trivial.
ENTA EDP-325 trial construction
Here is what Shionogi is doing:
https://clinicaltrials.gov/ct2/show/NCT05305547?term=shionogi&cond=COVID-19&draw=2&rank=1
If the chance of getting active EDP-325 is a benefit where Paxlovid or SOC isn't available the issue of ethics may be moot.
You can make the treatment arm resemble paxlovid and keep it blinded. Dubious ethically to have a placebo arm in a high risk group if you ask me
VIR—Share-price gains attributable to inclusion in an index typically aren’t sustained for long. Being in an index doesn’t make a company more valuable, although it may create a short-term financing opportunity.
IN my 50 years of trading pharmaceutical stock, I have never witnessed so many prominent world scientist who are protesting this fizzer fizzle junk jabs.
protesting this fizzer fizzle junk jabs
LOL, It is not me, it is the real science, not the phony political science run by Pig Pharma and the FDA gang.
The old saying fits here, "I'd rather be lucky than good".
With 5his kind of news and the board is crickets?
LMAO. Check this out. Thanks for doing real due diligence and not just rubber stamping the FDA. Science is based on open discussion and peer review.
So why not the virus? Perhaps because it has never been fully isolated. Why is that?
As you know the vir antibody was derived from serum from a patient with sars 1 so it targeted a conserved sequence. So you would expect it to retain efficacy better then other mabs.
Still a bit unexpected in my opinion and rather unlucky
So why not the virus? Perhaps because it has never been fully isolated. Why is that?
Sorry about VIR
re ENTA the ability to dose without Ritonavir boosting will open up commercial opportunities if ENTA's drug succeeds (drug interactions w Ritonavir make it difficult or impossible for some to take paxlovid)
I don't follow VIR - ouch
Playing the covid game as an investment is high risk high reward
the good news for the ENTAs of the world is that covid is very much still around.
NVAX sure is a roller coaster ride. One day it will become a rocket ship, hopefully sooner rather than later.
As best I can figure it is a combination of the RBC downgrade and the PFS numbers on the patients with prior bevacizumab exposure.
The confirmatory MIRASOL trial has PFS as the primary. In SORAYA the PFS was OK, but better in bev naive patients.
The concern is that the SORAYA trial might have had less bev patients because it required a PARP inhibitor but the confirmatory MIRASOL trial does not require PARPs, so could have more bev exposure.
IMGN discussion by Evaluate Vantage:
https://www.evaluate.com/vantage/articles/news/trial-results/immunogens-mirasol-trial-goes-down-wire
ALGS discontinues another HBV candidate:
I also worry a LOT less when responses and PFS are worse w independent versus central review (and cannot recall cases like this but can recall many whtere it is the other way around), so maybe this is a buying opp? (I don't own any IMGN as of now)
my 2 cents
lastly FDA has generally allowed AA w single arm w ORR in this range as long as DOR is >5-6 months, so odds are pretty good for AA IMO despite this added wrinkle w PFS by independent review
IMGN discussion by Evaluate Vantage:
https://www.evaluate.com/vantage/articles/news/trial-results/immunogens-mirasol-trial-goes-down-wire
IMGN reports full phase-3 dataset in ovarian cancer:
Very seldom would I say borrowing 5 points above prime is superb. Maybe 2 years from now it'll be ok but the 1st tranche is crazy high. You could do better borrowing from Vito.
Why down so much in premarket?????
Vexari,
Why are you posting so many lies about Covid and Covid vaccines? Covid ids a highly lethal virus that has killed almost 1 million Americans and Covid vaccines are highly effective.
Biowatch, CrisPR can be used to modify plants and that could have great value too.
threat of stagflation
Yes, if we knew that the share price was heading higher in the near term, but the financing overhang may be preventing that from happening.
Maybe, but sales to the government for free distribution to patients generally come with substantial price concessions.
Sorry, just so frustrated about what's going on in this country! I'll keep it to CDMO