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Look at BOLD they had probably a 600M market cap BEFORE dosing their first patient in MTM. I put some value on preclinical programs and their partnerships.
ADVM:
The primary reason to invest is not their cash (IMO). I am long (from higher prices unfortunately). They have a few interesting preclinical programs that should start entering the clinic later this year. If they really learned from the Avalanche failure then maybe their AMD program could be interesting too (but I don't put much value in it yet anyway).
Alcobra Ltd. and Arcturus Therapeutics, Inc. Agree to Merge
https://globenewswire.com/news-release/2017/09/27/1133973/0/en/Alcobra-Ltd-and-Arcturus-Therapeutics-Inc-Agree-to-Merge.html
I thought Alcobra had nothing left? Seems like a pretty expensive reverse merger (Alcobra shareholders get 40% of equity). I'd say Arcturusrx seems to have an interesting pipeline with partnerships at such a small market cap...
http://arcturusrx.com/pipeline/
except it seems like everyone and their brother is doing RNA/rare diseases. Plus not sure how much royalty interest they have in the programs.
CC tomorrow 8:30am for anyone interested link is:
http://public.viavid.com/index.php?id=126442
There are really 3 separate issues involved as I see it.
1) The pump and dump. In part I agree with you in this respect writing something and making it available after taking a position. I wouldn't normally have an issue with as its done in seeking alpha and other places all the time. One could even argue the people do in fact have positions when they claim otherwise (I tend to assume someone going through the effort has a direct/indirect interest).
2) He lied to his subscribers/clients in claiming he did not have a position. And in his position he may have been bared from even holding a position.
3) I don't know if you read the part I posted or not. He committed securities fraud! Trading on inside information is illegal. This was on multiple occasions it seems. I think some fault should be given to companies. I don't like companies releasing market moving information selectively to anyone whether its an analyst, a report, a doctor or a third cousin twice removed! You can see what happened at ASCO years back.
FGEN Webcasts
I wouldn't make anything of it. Since the IPO I only have them webcasting at one conference each year, Goldman Sachs in June each of the past 3 years. Not sure if they have presented at many others (& not webcast).
Webcast Calendar
[Please see updating procedure at
the end of this post. All times are
U.S. ET unless indicated otherwise.]
NOTE: ANYONE MAY UPDATE THIS FILE
Edits: Removed entries > ~1 month old, Added/Updated September-December Events
2017 Wells Fargo Healthcare Conference
9/6-7
https://cc.talkpoint.com/well001/090617a_as/
Citi's Annual Biotech Conference
9/6-7
RW Baird Healthcare Conference
9/6-7
http://wsw.com/webcast/baird49/
NewsMakers In The BioTech Industry Conference
9/8
http://www.wsw.com/webcast/biocentury4/
Rodman & Renshaw Healthcare Conference
9/10-12
http://wsw.com/webcast/rrshq27/
Morgan Stanley Global Healthcare Conference
9/11-13
https://cc.talkpoint.com/morg007/091117a_as/
Bank of America Merrill Lynch (BAML) Global Healthcare Conference
9/13-15
Cantor Fitzgerald Healthcare Conference
9/25-27
http://wsw.com/webcast/cantor6/
Ladenburg Annual Healthcare Conference
9/26
Annual Sachs Biotech in Europe Forum
9/26-27
LEERINK Partners Roundtable
9/27-28
http://wsw.com/webcast/leerink29/
Cowen Annual Therapeutics Conference
10/2-3
ACRS R&D Event
http://www.aclaristx.com/events-and-webcasts
10/4 8:00am
ABEO R&D Day in NY
10/11 9:00am
Annual BIO Investor Forum
10/17-18
https://www.bio.org/events/bio-investor-forum
BMRN R&D Day
10/18
Credit Suisse Healthcare Conference
11/6-8
Canaccord Genuity's Medical Technology & Diagnostics Forum
11/9
Stifel Nicolaus Healthcare Conference
11/14-15
http://wsw.com/webcast/stifel10/
Jefferies Global Healthcare Conference
11/15-16
Citi Global Healthcare Conference
12/6-7
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FGEN / IPF Trials:
Your Pirfenidone trial numbers are off because they included the CAPACITY trials remember one of them was positive so that gave them 2 positive trials.
A straight placebo trial IMO (actually for IPF I think they need 2 trials don't know if FDA would accept 1 since both approved drugs have 2) would need closer to 1000 patients. I am not sure how much more you would need if your going for non-inferiority.
I was an ITMN long (so may be biased) but would say their data is slightly better then BI's. But neither drug is extremely efficacious and both have their AE's. I heard/read that discontinuations are about 25% annually.
ITEK (Rocket):
I heard the call and wasn't very impressed. The one thing that stood out I tweeted.
Webcast Calendar
[Please see updating procedure at
the end of this post. All times are
U.S. ET unless indicated otherwise.]
NOTE: ANYONE MAY UPDATE THIS FILE
Edits: Removed entries > ~1 month old, Updated September Events Added October-November Events
Canaccord Genuity Annual Growth Conference
8/9-10
http://wsw.com/webcast/canaccord26/
Wedbush PacGrow Healthcare Conference
8/16-17
http://wsw.com/webcast/wedbush33/
2017 Wells Fargo Healthcare Conference
9/6-7
https://cc.talkpoint.com/well001/090617a_as/
Citi's Annual Biotech Conference
9/6-7
RW Baird Healthcare Conference
9/6-7
http://wsw.com/webcast/baird49/
NewsMakers In The BioTech Industry Conference
http://www.wsw.com/webcast/biocentury4/
9/8
Rodman & Renshaw Healthcare Conference
9/10-12
http://wsw.com/webcast/rrshq27/
Morgan Stanley Global Healthcare Conference
9/11-13
https://cc.talkpoint.com/morg007/091117a_as/
Bank of America Merrill Lynch (BAML) Global Healthcare Conference
9/13-15
Cantor Fitzgerald Healthcare Conference
9/25-27
http://wsw.com/webcast/cantor6/
Ladenburg Annual Healthcare Conference
9/26
Annual Sachs Biotech in Europe Forum
9/26-27
Cowen Annual Therapeutics Conference
10/2-3
Annual BIO Investor Forum
10/17-18
https://www.bio.org/events/bio-investor-forum
Credit Suisse Healthcare Conference
11/6-8
Canaccord Genuity's Medical Technology & Diagnostics Forum
11/9
Stifel Nicolaus Healthcare Conference
11/14-15
Jefferies Global Healthcare Conference
11/15-16
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DMTX / RGNX:
Yeah its basically RGNX getting their stuff back . They helped spin off DMTX I believe some of the candidates were theirs in addition to the license (royalties) they held equity in DMTX (last time I looked anyway).
It makes sense for RGNX. Don't this is a start for RGNX but I though one of the more successful GT companies (ONCE, AVXS) or someone wanting a larger foothold in GT would buy up some of these smaller cheaper (at/below cash) and get a basket on the cheap with some additional assets (mfg, IP, know how, etc.).
GLPG FLORA Results:
I finally got a chance to do a close listen (I'm on "vacation") and did some notes. I posted them on twitter here:
https://twitter.com/MauriceOnTW/status/896448320524230656
GLPG / FGEN / IPF:
Just to clarify some of the questions raised with the GLPG call/presentation and some personal observations.
1. The varying n's is because no strategy was implemented for missing data they just reported what was available.
2. The FVC was NOT stat sig at the 12 week time point. However clearly this study was not powered for that.
3. This was a very small exploratory study cherry picking data (to show good or bad) is going to lead people to believe what they want. The best way (IMO) to analyze is to look at the totality which IMO is very encouraging while clearly early and not definitive proof.
4. GLPG (in the past) has not been the type of company to string along mediocre datasets/programs. They have a very robust discovery engine as well as a descent/growing pipeline. They've been quick to to axe programs that have failed acknowledging they take a higher risk approach with novel targets and many in the past have not worked and were quickly scrapped.
5. The drug hit the target and did what was expected (significantly lowered LPA:18:2). The effect seems to impact the disease which warrants advancing the program.
6. Its noteworthy that they had already talked with regulators on preliminary 2B design and have given investors an inkling of what that will look like (2 doses, 52 weeks, Could be 1 of 2 pivotal).
Comparisons/impact on FGEN
1. It appears inhibiting autotaxin effects CTGF level. But I am not sure if this would mean the two agents would have no/little synergy or not.
2. As a GLPG shareholder I am impressed how quickly they are prepared to advance the program. Conversely as an FGEN shareholder I've been frustrated at how slowly they've advanced and enrolled 3019 (all indications).
3. As an investor in both I have no intention of selling either based on their most recent data. I think both programs have promise and FGEN has more robust data. But I am by no means ready to dismiss GLPG1690 as an inferior product or one without a potential market opportunity.
4. 3019 is very likely to be partnered. I highly doubt GLPG is going to partner 1690 anytime soon. 3019 data is robust enough to attract a partner and Neff has indicated an interest. GLPG has shown a proof of concept but still very early. One of many concerns is the durability of the treatment which needs a larger trial.
Over the past few years I've been trying to change my investment approach rather then buying company X and thinking its treatment for disease Y is the best and rationalizing it as competitors come I TRY to continually look at my investment in company X as it pertains to disease Y and being open to adjusting my positions to add another company if one comes along and/or reduce/sell company X if the landscape warrants. Here we have a different situation as both have other products in GLPG's case 1690 is still a fraction of the valuation. Still I would not dismiss one IPF program over the other. I guess I have a different position then most being long both (FGEN is actually a slightly larger position but both are very large holdings). I just don't see it as one or the other at this point. Both programs merit going forward and its unclear yet the positions they could have in the marketplace but certainly both still have potential to be best in class.
FGEN / IPF IP:
Do you think COGS may be a determent to indications like NASH where the population is so high they'd have to get HCV type pricing to make it worthwhile?
I should note that Pirfenidone actually has a lot of IP Intermune tried to add for things they discovered like dose titration. I never put a lot oF faith in the strength of those but I am by no means an expert in patent law. Roche recently came out with an 1801 mg pill so patients don't have to take 3 pills 3 times a day (instead 1 pill 3x day). That probably has better IP but I don't know that it would stop someone. There were next generation (more potent) in development when they were bought out don't know what Roche has done/planning.
FGEN:
The one thing I wonder about and perhaps explains why liver fibrosis (NASH) is slow tracted is IP. IPF, DMD and their subset of PC would all qualify as Orphan indications so they get the 7/10 exclusivity. Some of the oncology indications I'm not so sure about.
I still think they fit well in GILD's sweet spot. "Derisked" (as much as is possible for IPF) Phase 2 asset ready for P3 for them to put input. Seems actually a lot like Filgotinib at stage and potential for multiple indications.
At least its pretty clear Neff will partner and it sounded like sooner rather than later too.
If the data have no warts and look as good as they seem I'd imagine Roche and BI should be interested. BMY in addition to the oncology angle have done several fibrosis deals so imagine they should have interest too.
Webcast Calendar
[Please see updating procedure at
the end of this post. All times are
U.S. ET unless indicated otherwise.]
NOTE: ANYONE MAY UPDATE THIS FILE
Edits: Removed entries > ~1 month old, Updated September Events, Added October Events
Canaccord Genuity Annual Growth Conference
8/9-10
http://wsw.com/webcast/canaccord26/
Wedbush PacGrow Healthcare Conference
8/16-17
http://wsw.com/webcast/wedbush33/
2017 Wells Fargo Healthcare Conference
9/6-7
https://elink.wellsfargo.com/iconference/Conferences/Custom/List/173?menuItemId=100
Citi's Annual Biotech Conference
9/6-7
RW Baird Healthcare Conference
9/6-7
Rodman & Renshaw Healthcare Conference
9/10-12
http://www.meetmax.com/sched/event_39839/~public/conference_home.html?event_id=39839
Morgan Stanley Global Healthcare Conference
9/11-13
Bank of America Merrill Lynch (BAML) Global Healthcare Conference
9/13-15
Cantor Fitzgerald Healthcare Conference
9/25-27
Ladenburg Annual Healthcare Conference
9/26
Annual Sachs Biotech in Europe Forum
9/26-27
Cantor Fitzgerald Healthcare Conference
10/2-3
Annual BIO Investor Forum
10/17-18
https://www.bio.org/events/bio-investor-forum
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I went back over a few 4C's to see if (past) production estimates had any future correlation with actual production costs or revenue and couldn't find any. My guess is they are guessing
Some of the other expense estimates did seem to be more inline. So to me the most notable (and IMO good sign) is the staffing costs are rising substantially! About A$600 which annualized is $2.4M so my guess is they are close to doubling staff. Thinking more about it its even more as they won't hire all on day 1 and could be more hired in future quarters.
CTMX:
That is something I wondered about when I was first looking at the company.
Yes competition is possible (inevitable) but I see them as having first mover advantage with significant partnerships already in place. Its really a relatively new development (I think the company has been in it for ~10 years). They do have patents (not a lot) 4 I believe and 100 or so pending (total worldwide). I also liked that they are continuing to move the technology (such as going outside of Oncology and advancing it for BiSpecifics).
I was not familiar with Igencia. A recent IPO (MRSN) is doing something similar (along the lines of delivering more drug to target).
SRPT:
This settlement led to the launch of their named patient expanded access program this morning.
http://investorrelations.sarepta.com/phoenix.zhtml?c=64231&p=irol-newsArticle&ID=2287336
http://www.sarepta.com/community/managed-access-program
On the call they said not to expect meaningful revenue till Q4 still I like the aggressive nature of the new CEO.
The guidance for the year increased to 125-130 is still pretty low IMO it would imply 75-80M for Q3+Q4 which is basically no growth given the number of patients now on drug. Granted summer months may have slower uptake perhaps some more missed doses but I think they are (continuing to be) conservative.
This is the afternoon Earnings PR
http://investorrelations.sarepta.com/phoenix.zhtml?c=64231&p=irol-newsArticle&ID=2287336
The call is available here:
http://edge.media-server.com/m/p/tmiout8w/lan/en
GLPG:
I don't believe they've completely ruled out a dual for example they have a study of '2737 + Okambi and have said about not ruling out going for class 3 (if data much better then Kalydeco). That being said Yes I think regulators will let them have a triple (they're letting them dose patients and look at HCV) without any of the components approved.
As far as timeline I don't think its 2 years but even if you are correct. If data superior (or even on par) my argument is GLPG EV value is ~2.5B vs. vertex ~40B. Granted $GLPG interest in CF is mid teens to 20's royalty (which is more valuable then the equivalent equity interest) is extremely under appreciated compared to VRTX CF interest... especially when one considers this is NOT their main asset (at present). Filgotinib Is likely about 80%+/- of the EV.
Keep in mind my argument isn't the data is bad (far from it) its that:
1-GLPG is extremely underappreciated for their CF
2-Their is still substantial room for improvement in efficacy and on preclinically models $GLPG still has potential to show that. VRTX also admitted as much saying early work is still proceeding with their next generations.
VRTX:
Here is a link to the slide deck:
http://investors.vrtx.com/common/download/download.cfm?companyid=VRTX&fileid=949863&filekey=400C8C78-0F28-423C-9DB4-2FF6F4E560BF&filename=NG_webcast_slides_FINAL_07-18-17.pdf
Webcast just finished think replay will be here:
https://event.webcasts.com/starthere.jsp?ei=1155612
Thought I heard them say they had the data for a week surprised nothing leaked and I thought material info needed to be disclosed in 3 days?
I am long GLPG (no position in VRTX) probably GLPG stock sells off on the impressive results. I see VRTX market cap gain ~$10B+/- and now market cap > $40B and think $GLPG ownership interest in a triple that granted is behind is awfully cheap... plus most of the value is Filgotinib. If preclinical HBE models turn out to be reliable in CF (which appears so) GLPG seems to still have potential with 3 different triple combo's
https://pbs.twimg.com/media/DFC_iuGXYAAXkvB.jpg:large
Maybe the parents who order this for their kids?
are you shitting me pic.twitter.com/4MZQqbVdOG
— Timothy Burke (@bubbaprog) July 8, 2017
ARNA:
I just don't get the move today. If I followed ARNA more closely I'd be considering a short/puts here (and I've never shorted a stock). Its very likely IMO management was not totally forthcoming with the data as there are more questions then evidence of efficacy. I think the only approved PAH drugs were on 6MW or Mortality. On the call they think a 120-150 patient study would be sufficient (I don't think so) but giving them the benefit of the doubt the time to enroll will be quite long (based on how long it took their P2 and the number of already approved/in development prostacyclins I'd say a couple years). If they go for 6MW I don't think 120-150 is near large enough (on this data) and if they go for mortality it will be a much larger and longer study. I've not stayed up on PAH to know how FDA would view just PVR as an end point. So with all that if they make it to market they stand way behind in a highly competitive space now even in their mechanism they face competition from multiple companies!
ARNA:
I agree they didn't really tell us a lot of information (like if there was a dose response which prostacyclins have) and my hunch is the drug doesn't do well in P3 (not to mention the competitive space if its ever approved).
The slides are here (they were too tiny for me to make out on the webcast)
https://www.sec.gov/Archives/edgar/data/1080709/000156459017013314/arna-ex991_159.htm
I haven't followed the company or PAH space for a few years but the protocol lists 6MW as a primary and they missed (despite their spin) I think they had 6.8 meter improvement over placebo (which they claim did exceptionally well). Some baseline characteristics would make it seem on some metrics placebo patients should improve more (e.g. baseline new to therapy) but things like PVR mean and median suggest the patient mix is all over the place.
OMER:
I thought that too a while ago. They reworked their loan agreement where they can draw down the additional amounts without meeting the market cap requirement (though I believe they passed that with the recent surge).
IMO I think they should raise a good 100M or so to push the pipeline forward. I don't think Omidria will be able to sustain the company.
OMER:
Here is the link (Need to sign up for scribd to access) and its just Part 1
https://www.scribd.com/document/352329714/OMER-Omeros-Corp-Fraud-Lies-Hidden-Delivery-Problems-PT-1#download
I did a quick scan of it and IMO its an overly sensationalized write up that has some factual content that is worded to make it seem the sky is falling. There are fair criticisms of management but again they paint it as the CEO is committing fraud. I am not a fan of Omidria but think the write up takes it a bit too far.
I have no position in the stock but almost bought it when it was about half of where it is so I hope Art does a good job and gives me another opportunity ...
Webcast Calendar
[Please see updating procedure at
the end of this post. All times are
U.S. ET unless indicated otherwise.]
NOTE: ANYONE MAY UPDATE THIS FILE
Edits: Removed entries > ~1 month old, Added September Events, Added August Wedbush link
Jefferies Global Healthcare Conference
6/6-9
http://wsw.com/webcast/jeff105/
Advaxis Investor & Analyst Day 2017
6/12 1:00pm ET
http://www.advaxis.com/investor-day-2017/
Goldman Sachs Global Healthcare Conference
6/13-15
https://cc.talkpoint.com/gold006/061317a_as/
Galapagos R&D Day
6/20 8:00am ET
JMP Securities Life Sciences Conference
6/20-21
http://wsw.com/webcast/jmp33/
Canaccord Genuity Annual Growth Conference
8/9-10
http://wsw.com/webcast/canaccord26/
Wedbush PacGrow Healthcare Conference
8/16-17
http://wsw.com/webcast/wedbush33/
Citi's Annual Biotech Conference
9/6-7
RW Baird Healthcare Conference
9/6-7
Rodman & Renshaw Healthcare Conference
9/10-12
Bank of America Merrill Lynch (BAML) Global Healthcare Conference
9/13-15
Cantor Fitzgerald Healthcare Conference
9/25-27
Ladenburg Annual Healthcare Conference
9/26
Annual Sachs Biotech in Europe Forum
9/26-27
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Congratulations! A couple more years and AMZN mention on this board may no longer be OT
Cytomx
I don't often invest in Biotech companies primarily focused on oncology. I've been building a descent sized position in Cytomx as I find the enterprise value extremely low given the pretty significant upside. They are early stage in that they only have 2 programs in the clinic with no public data yet. What they do have is a very interesting approach in developing monoclonal antibodies that they think will result in less off-target effect and expand the therapeutic window and in some cases open one where none exists. They call their monoclonal antibodies probodies as they act as prodrug form of monoclonal antibodies activated only when they reach the tumor environment. They do this by attaching a short peptide they refer to as a MASK that is connect by a LINKER which can be cleaved by proteases that are encountered only in the tumor environment.
Thanks to some nice up-front payments they are well capitalized with about $10 a share in cash (362M as of Q1 including the $200 million from the latest BMY deal) and they expect to end the year with 285-305M so current burn is about $20m/quarter burn.
While partnerships are no guarantee of success in a short period of time they have partnered with Pfizer, Bristol Myers (twice), Abbvie and lesser deals with Immunogen (toxin technology for CD166 in exchange for probody technology for 2 targets) and MD Anderson (CAR and NK cells). In addition to bio-bucks milestones they receive royalties in high single to low double digits. A notable exception is the probody targeting CX-2029, targeting CD-71 (partnered with Abbvie), where Cytomx is entitled to a 35% profit share in the US and royalties x-US.
The two assets in the clinic are CX-072 a wholly owned PDL1 and CX2-2009 targeting CD166 also with completely rights belonging to the company. Many partnered and unpartnered assets should be entering the clinic in the 2017/18 time frame including CTLA-4 (BMS partnered), CX-188 (whole owned PD1) and CX-2029 (CD-71 partnered with Abbvie).
Targeting CD-166 and CD-71 are especially novel as they are thought to be undruggable because of the expression in healthy tissue. They are also working on bi-specific probodies which the company believes can be dosed at levels 30x high than antibodies.
Fibrosis & IPF:
A while back I wondered about FGEN trying to use that as a primary end point to go head to head with the approved agents (I don't see it as very likely at this point perhaps it will be a secondary endpoint). I did find a couple papers looking at past studies where I believe HRCT was primarily used to screen patients for entry in the trial. An interesting finding was that the extent of fibrosis was by far the biggest predictor of mortality, followed by DLCO (not FVC).
The paper is a bit older (2004) it should be available online but I don't have a link handy its
High-Resolution Computed Tomography in Idiopathic
Pulmonary Fibrosis
David A. Lynch, J. David Godwin, Sharon Safrin, Karen M. Starko, Phil Hormel, Kevin K. Brown,
Ganesh Raghu, Talmadge E. King, Jr., Williamson Z. Bradford, David A. Schwartz, and W. Richard Webb,
for the Idiopathic Pulmonary Fibrosis Study Group
Webcast Calendar
[Please see updating procedure at
the end of this post. All times are
U.S. ET unless indicated otherwise.]
NOTE: ANYONE MAY UPDATE THIS FILE
Edits: Updated Jefferies Link, Clarified Lilly Oncology Update, Consolidated ADXS IR Day, Added GLPG R&D Day
Deutsche Bank 42nd Annual Health Care Conference
5/3-4
https://conferences.db.com/americas/healthcare17/
http://edge.media-server.com/m/s/advo9ejx/lan/en (Webcast link registration required)
Bank of America Merrill Lynch Healthcare Conference
5/16-18
Johnson & Johnson Pharmaceutical Business Review Day
http://www.investor.jnj.com/events.cfm
5/17
UBS Global Life Science Conference
5/22-24
https://cc.talkpoint.com/ubsx001/052217a_as/
Cell and Gene Exchange Program and ARM
5/22-24
https://ebdgroup.knect365.com/cellgene-exchange/agenda/2
Nektar ASCO Event
6/3 6:00pm CT
http://edge.media-server.com/m/p/guf8mqwk
Lilly Oncology Update
6/3 7:00pm ET
http://edge.media-server.com/m/p/or8v7zqq
TESARO Investor Briefing at ASCO
6/3 6:15pm CT
http://ir.tesarobio.com/events.cfm
Larotrectinib Interim Clinical Data - 2017 ASCO
6/4 6:30pm ET
http://edge.media-server.com/m/p/97m4ah7o
AstraZeneca Investor Science Webcast – Taking our science to the 2017 ASCO Annual Meeting
6/5
https://www.astrazeneca.com/investor-relations/results-and-presentations.html
Roche Roche Group’s oncology products and pipeline at the American Society of Clinical Oncology Annual Meeting (ASCO)
6/5 5:15pm CT
http://www.roche.com/investors/updates/inv-update-2017-04-28.htm
Blueprint Medicines Investor Event
6/5 6:00pm CT (7:00 p.m. ET)
http://ir.blueprintmedicines.com/phoenix.zhtml?c=253931&p=irol-newsArticle&ID=2273757
under "Events & Presentations" www.blueprintmedicines.com
TG Therapeutics June 2017 Investor & Analyst Event
6/5 7:00pm CT
http://ir.tgtherapeutics.com/releasedetail.cfm?ReleaseID=1026893
Investors & Media section of www.tgtherapeutics.com
Jefferies Global Healthcare Conference
6/6-9
http://wsw.com/webcast/jeff105/
Advaxis Investor & Analyst Day 2017
6/12 1:00pm ET
http://www.advaxis.com/investor-day-2017/
Goldman Sachs Global Healthcare Conference
6/13-15
https://cc.talkpoint.com/gold006/061317a_as/
Galapagos R&D Day
6/20 8:00am ET
JMP Securities Life Sciences Conference
6/20-21
http://wsw.com/webcast/jmp33/
Canaccord Genuity Annual Growth Conference
8/9-10
http://wsw.com/webcast/canaccord26/
Wedbush PacGrow Healthcare Conference
8/16-17
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3. Near the top of the message, give a very brief description of your changes (e.g. “Edits: Added JPMorgan conference”).
4. Post the updated calendar in a new message as a reply to the message with the old calendar.
Webcast Calendar
[Please see updating procedure at
the end of this post. All times are
U.S. ET unless indicated otherwise.]
NOTE: ANYONE MAY UPDATE THIS FILE
Edits: Removed entries > ~1 month old, Updated/Added May-August Events, Add some ASCO events
Deutsche Bank 42nd Annual Health Care Conference
5/3-4
https://conferences.db.com/americas/healthcare17/
http://edge.media-server.com/m/s/advo9ejx/lan/en (Webcast link registration required)
Bank of America Merrill Lynch Healthcare Conference
5/16-18
Johnson & Johnson Pharmaceutical Business Review Day
http://www.investor.jnj.com/events.cfm
5/17
UBS Global Life Science Conference
5/22-24
https://cc.talkpoint.com/ubsx001/052217a_as/
Cell and Gene Exchange Program and ARM
5/22-24
https://ebdgroup.knect365.com/cellgene-exchange/agenda/2
Nektar ASCO Event
6/3 6:00pm CT
http://edge.media-server.com/m/p/guf8mqwk
Oncology Update
6/3 7:00pm ET
http://edge.media-server.com/m/p/or8v7zqq
TESARO Investor Briefing at ASCO
6/3 6:15pm CT
http://ir.tesarobio.com/events.cfm
Larotrectinib Interim Clinical Data - 2017 ASCO
6/4 6:30pm ET
http://edge.media-server.com/m/p/97m4ah7o
AstraZeneca Investor Science Webcast – Taking our science to the 2017 ASCO Annual Meeting
6/5
https://www.astrazeneca.com/investor-relations/results-and-presentations.html
Roche Roche Group’s oncology products and pipeline at the American Society of Clinical Oncology Annual Meeting (ASCO)
6/5 5:15pm CT
http://www.roche.com/investors/updates/inv-update-2017-04-28.htm
Blueprint Medicines Investor Event
6/5 6:00pm CT (7:00 p.m. ET)
http://ir.blueprintmedicines.com/phoenix.zhtml?c=253931&p=irol-newsArticle&ID=2273757
under "Events & Presentations" www.blueprintmedicines.com
TG Therapeutics June 2017 Investor & Analyst Event
6/5 7:00pm CT
http://ir.tgtherapeutics.com/releasedetail.cfm?ReleaseID=1026893
Investors & Media section of www.tgtherapeutics.com
Jefferies Global Healthcare Conference
6/6-9
https://www.jefferies.com/OurFirm/Conferences/325/318
Goldman Sachs Global Healthcare Conference
6/13-15
https://cc.talkpoint.com/gold006/061317a_as/
JMP Securities Life Sciences Conference
6/20-21
http://wsw.com/webcast/jmp33/
Canaccord Genuity Annual Growth Conference
8/9-10
http://wsw.com/webcast/canaccord26/
Wedbush PacGrow Healthcare Conference
8/16-17
--
Procedure for Updating Calendar
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2. Make your additions or modifications, inserting new items in alphabetical or chronological order as the case may be.
3. Near the top of the message, give a very brief description of your changes (e.g. “Edits: Added JPMorgan conference”).
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Replays for the ARM Cell and Gene Exchange from 4/27 are available on Youtube
Channel Page
https://www.youtube.com/channel/UCvJ7SAK-5kH3MHxuClDCmAA
Panels
EU Rheumatoid Arthritis Landscape Poised for Big Changes as Rheumatologists Plan for the Adoption of Eli Lilly/Incyte's Olumiant, Pfizer's Xeljanz, and Regeneron/Sanofi's Kevzara
Don't know credibility of the company doing the research (seems logical given likely much lower cost among other benefits) if accurate bodes well for JAK inhibitors.
http://www.prnewswire.com/news-releases/eu-rheumatoid-arthritis-landscape-poised-for-big-changes-as-rheumatologists-plan-for-the-adoption-of-eli-lillyincytes-olumiant-pfizers-xeljanz-and-regeneronsanofis-kevzara-300451672.html
Obstacles to the Adoption of Biosimilars for Chronic Diseases
http://jamanetwork.com/journals/jama/fullarticle/2625049
1. Lack of state laws for automatic substitution (like for small molecules)
2. Payers often exclude brand when generics approved (for small molecules) "strong patient and physician aversion to requiring patients stabilized with branded biologics to switch to biosimilars for cost-saving purposes."
3.
Bloom Burton Healthcare Investor Conference
http://wsw.com/webcast/bloomburton2/
5/1-2
2017 PIONEERS Conference
5/2
http://wsw.com/webcast/pioneers2/
h/t Tom Mathies @TomMathies
Webcast Calendar
[Please see updating procedure at
the end of this post. All times are
U.S. ET unless indicated otherwise.]
NOTE: ANYONE MAY UPDATE THIS FILE
Edits: Removed entries > ~1 month old, Updated/Added April-August Events
Needham Annual Healthcare Conference
4/4-5
http://wsw.com/webcast/needham80/ PassCode: HVQOM
5th Annual Cell & Gene Therapy Investor Day
4/27
http://arminvestorday.com/webcast/
Deutsche Bank 42nd Annual Health Care Conference
5/3-4
https://conferences.db.com/americas/healthcare17/
http://edge.media-server.com/m/s/advo9ejx/lan/en (Webcast link registration required)
Bank of America Merrill Lynch Healthcare Conference
5/16-18
UBS Global Life Science Conference
5/22-24
Cell and Gene Exchange Program and ARM
5/22-24
https://ebdgroup.knect365.com/cellgene-exchange/agenda/2
Nektar ASCO Event
6/3 6:00pmCT
http://edge.media-server.com/m/p/guf8mqwk
Jefferies Global Healthcare Conference
6/6-9
https://www.jefferies.com/OurFirm/Conferences/325/318
Goldman Sachs Global Healthcare Conference
6/13-15
JMP Securities Life Sciences Conference
6/20-21
Canaccord Genuity Annual Growth Conference
8/9-10
Wedbush PacGrow Healthcare Conference
8/16-17
--
Procedure for Updating Calendar
When adding or modifying entries, please follow these steps:
1. Copy the complete text from the old calendar.
2. Make your additions or modifications, inserting new items in alphabetical or chronological order as the case may be.
3. Near the top of the message, give a very brief description of your changes (e.g. “Edits: Added JPMorgan conference”).
4. Post the updated calendar in a new message as a reply to the message with the old calendar.
Verona PLC:
I was just listening to their Retail Roadshow presentation
https://t.co/aA8oM9AMSa
or
http://www.retailroadshow.com/wp/roadshows.asp
They're already public https://finance.yahoo.com/quote/VRP.L?ql=1&p=VRP.L and this is just their US IPO where they are trying to raise 75M which would be fine except for a few things:
1) That is more than their current market cap.
2) They raised ~50M last year
3) They are touting having Phase 2 data in 2020!
I wasn't paying a lot of attention to their programs (they do have a CF program that has dual mechanisms including as a potentiator) but hearing these things how can one invest?
GLPG / INCY:
Thanks for the correction on the INCY royalty I should have looked at the INCY filing rather than an article. My point was more to the wide apparent disparity in value the market is giving for US rights for the JAKs of the two companies. I actually like what Gilead is doing beyond RA if no major safety issues this could be a really big class of drugs (assuming FDA is actually going to approve another JAK).
Someone on twitter posted this about an investor call with the company. I haven't dialed in (the post says its available to the 25th) in the notes INCY management thinks the CRL is related to data in the major amendment for what its worth.
http://www.twitlonger.com/show/n_1spq7gn
h/t to B I O T E C H @_B_I_O_T_E_C_H_ for the notes/call info.
The UBS analyst thought some CV events and rate of infections in Phase 3.
GLPG: