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It looks like old news. Collaboration started last year and papers published. I have not looked at details.
https://pubmed.ncbi.nlm.nih.gov/36537346/
https://www.ncbi.nlm.nih.gov/pmc/articles/PMC9764278/
https://www.prnewswire.com/news-releases/abbvie-and-scripps-research-announce-collaboration-to-develop-antiviral-treatments-for-covid-19-301502525.html
A reminder that it takes more than "data" to have a successful drug. Although lack of data on NDD was a culprit here.
IIRC the China price for Roxa was low and dropping. One contributing factor.
Understandable to pull out under those circumstances. Was there any language on why the opinion was limited to DD?
Also see the note they will not be filing in other markets...
Haven't kept up with Roxa sales in the EU (or anywhere else) but it seems they were slower than astellas was looking for.
Additional from Evaluate Vantage
https://www.evaluate.com/vantage/articles/news/corporate-strategy-snippets/gsk-admits-anaemia-defeat
Unlikely to be in the final bill? Interesting tho...
Go to https://investorshub.advfn.com/boards/filters.aspx and check your settings. There is a separate setting for ignoring replies that can be turned on or off.
The like button can be done away with.
But if you keep it please retain the ability to see who did the 'liking.'
No problem.
Part of my comment was actually misdirected, case of mistaken identity, apologies. But your point about the sales force is correct in that it is a different market that needs to be built up. A bear point.
Pfizer also clarified
Meg Tirrell
@megtirrell
·
1h
Pfizer also clarified that the company as a whole supplies 8% of all sterile injectables used by US hospitals, and the Rocky Mount plant accounts for a quarter of that (so 2%, by my math). Deleted previous tweet for inaccuracy (below for reference)
Looks like BAX caught a bid off of this (sad) news.
A common allele of HLA is associated with asymptomatic SARS-CoV-2 infection
h/t Stat News article
https://www.nature.com/articles/s41586-023-06331-x
Ramps can definitely be finicky.
30 is better than 20, I agree. But 30 is what I would describe as the minimum for a good launch at this stage IMHO. Just on very oversimplified math, the 11 million sold in Q4 are due for a boost and the 15.4 sold in Q1 with limited access should be replicable in Q2 with new open commercial sales. That's 26.4 million in what should be a favorable Q (Q2/Q4), so rounding down to 25 million and still coming up short doesn't look good no matter what the reason is.
The target for sales should be 30-40 million whether they get there or not. 20 should be punished by the market, and would be. 40 would be nicely rewarded. Just my opinion.
The market often punishes launches.
I think there is good support around 20 if it gets that far.
More RSV competition
It's hard to take anything from this company seriously. However, they may actually do something at some point. (NNVC)
Thanks, I either missed it or forgot about it.
Still roughly 3 years to approval if there are no further delays. Well out of my time frame, lol.
I did sell a small number of June puts at 25, which worked out much better than selling the 30's. Repeated the exercise for July but at 22.50 so, I may have a small position later this month, lol.
When was the last time there was an update on the program?
I probably missed it since I haven't heard anything in years.
I have no doubt that a (small) subset of episodic migraine sufferers would benefit who need it beyond what is currently available.
It just isn't a reasonable target for development. Showing a clinical benefit is only part of it.
FGEN fail on DMD