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Fair point IMO. However Leerink seems to be doubting the platform.
AbbVie paid Stemcentrx $5.8B in cash ($10B with milestones) to get Rova-T. What a blunder.
ABBV (-11%) on Rova-T flop, sudden retreat from accelerated approval pitch
https://endpts.com/abbvie-shares-tank-on-rova-t-flop-retreat-from-accelerated-approval-pitch/
In a boon for Roche, Novartis and more, Chinese Premier plans 'zero tariff' on imported cancer drugs
http://www.fiercepharma.com/pharma-asia/chinese-premier-li-keqiang-phase-zero-import-tariff-foreign-anticancer-drugs
Diving Into 4 Solid Top-Tier Gold Majors
https://seekingalpha.com/article/4157595-diving-4-solid-top-tier-gold-majors
Biotech on Brink of M&A Eruption Just Needs a Detonator
https://www.bloomberg.com/amp/news/articles/2018-03-19/biotech-on-brink-of-m-a-eruption-now-just-needs-a-detonator
Yes they released the 10Q on March 9. It’s in the News section (mobile app doesn’t have a copy link feature).
AACR 2018 abstracts are out
http://www.abstractsonline.com/pp8/#!/4562
RKDA closes at +311% (eom).
Why Tillerson's exit could shake oil markets
https://www.axios.com/why-tillersons-exit-could-shake-oil-markets-104ba78f-0192-4f2a-b50e-87b4ea5ee76a.html
Theranos, CEO Holmes, and Former President Balwani Charged With Massive Fraud
https://www.sec.gov/news/press-release/2018-41
3 Medical Robotics Stocks: A Blue Chip, A Young Growth Company And A Speculative Play
https://seekingalpha.com/article/4156263-3-medical-robotics-stocks-blue-chip-young-growth-company-speculative-play
RKDA (+107%) Achieves Key Resistant Starch Wheat Technology Milestones, Prepares for Commercial Launch
https://www.businesswire.com/news/home/20180314005177/en/Arcadia-Biosciences-Achieves-Key-Resistant-Starch-Wheat
—New Non-GM Wheat Varieties Naturally High in Amylose and Fiber Create Unique Value Opportunities for Consumer Branded Products and Tangible Health Benefits for Consumers --
‘Right-to-try’ bill rejected by House, in major blow to GOP efforts
https://www.statnews.com/2018/03/13/right-to-try-house-vote/
PTI (+70%) Announces BTD for PTI-428 in Cystic Fibrosis
https://finance.yahoo.com/news/proteostasis-therapeutics-announces-fda-grants-200500750.html
Very sharp observation!
You are right. Nature is a small time journal mostly only known among ONCS investors.
https://en.m.wikipedia.org/wiki/Nature_(journal)
RKDA—Anyone know why it’s up 78% (eom)?
Thanks for the insights! Looking forward to AACR.
Btw... https://www.fiercepharma.com/vaccines/moderna-s-vaccines-head-steps-down-as-multiple-programs-undergo-phase-1
Cigna Nears Deal to Buy Express Scripts
https://www.wsj.com/articles/cigna-nears-deal-to-buy-express-scripts-1520482236
MRNS delays p2 PPD readout for IV Ganaxolone to Q3’18, increases enrollment. This is the second delay (originally scheduled for Dec ‘17, then pushed to early ‘18). Oral Ganax PPD trial readout in Q4’18.
Is Ganax a dud? Maybe. But to be fair SAGE-217 results were pushed 6 months to increase N too recently. SAGE-517 p2 results could have been an outlier as p3 wasn’t as good as p2. Anyway, I’m out of MRNS for now.
https://seekingalpha.com/pr/17092925-marinus-pharmaceuticals-provides-business-update-2017-financial-results
MRNS—Be Greedy When Others Are Fearful
https://seekingalpha.com/article/4153378-marinus-pharmaceuticals-greedy-others-fearful
Allergan jumps after acne competitor's drug trial fails
Celgene shells out $101M upfront in latest deal
https://www.biopharmadive.com/news/celgene-vividion-deal-protein/518399/
https://seekingalpha.com/news/3336298-celgene-teams-vividion-therapeutics-develop-small-molecule-therapies
In Two Months, Biotech Startups Raised More Money Than In All Of 2013
http://www.forbes.com/sites/matthewherper/2018/03/05/in-two-months-biotech-startups-raised-more-money-than-in-all-of-2013/#1125ec177be7
INNT +74% and halted. News leak?
CLSD shares surge 53% premarket on news of positive trial of eye disease treatment
https://www.marketwatch.com/story/clearside-biomedical-shares-surge-53-premarket-on-news-of-positive-trial-of-eye-disease-treatment-2018-03-05
DERM—Two Phase 3 Trials Evaluating Olumacostat Glasaretil in Patients with Acne Vulgaris Did Not Meet Co-Primary Endpoints
https://globenewswire.com/news-release/2018/03/05/1414799/0/en/Dermira-s-Two-Phase-3-Trials-Evaluating-Olumacostat-Glasaretil-in-Patients-with-Acne-Vulgaris-Did-Not-Meet-Co-Primary-Endpoints.html
Unum plays its first glimpse of human data in an $86M IPO, revealing two deaths and an FDA hold
Let's ask @ArthurCaplan :
— John Carroll (@JohnCendpts) March 3, 2018
Is there an ethical responsibility for a private biotech to disclose when an experimental drug kills patients, causes FDA hold?https://t.co/OIHQPezbaj
Gene therapy biotech Homology Medicines files for a $100 million IPO
https://www.renaissancecapital.com/IPO-Center/News/55322/Gene-therapy-biotech-Homology-Medicines-files-for-a-$100-million-IPO
Cancer immunotherapy biotech Unum Therapeutics files for an $86 million IPO
https://www.renaissancecapital.com/IPO-Center/News/55325/Cancer-immunotherapy-biotech-Unum-Therapeutics-files-for-an-$86-million-IPO
$MYL to Bring a Biosimilar of BOTOX to the Market Through a Collaboration and License Agreement With Revance Therapeutics
$MYL to Bring a Biosimilar of BOTOX to the Market Through a Collaboration and License Agreement With Revance Therapeutics $RVNC $AGN
— zach (@zbiotech) February 28, 2018
How Bad Is Celgene's FDA Foul-Up? Two Decades Of Biotech History Says It Can't Be Good
http://www.forbes.com/sites/matthewherper/2018/02/28/how-bad-is-celgenes-fda-foul-up-two-decades-of-biotech-says-it-cant-be-good/#2cee3831ebd3
Top 20 pharmaceutical companies worldwide by orphan drug revenue market share in 2022 compared to 2016
https://www.statista.com/statistics/373373/top-companies-based-on-global-orphan-drug-market-share/
Top 20 orphan drugs by 2018
http://www.fiercepharma.com/special-report/top-20-orphan-drugs-by-2018
It seems so. Sorrento was trading at $3 mid-December and now it’s at $8.50. I didn’t know by the way that Sorrento was a San Diego as well as China-based company.
The good, the bad and the ugly for the top 15 spenders in the global drug R&D business: 2018
https://endpts.com/the-good-the-bad-and-the-ugly-for-the-top-15-spenders-in-the-global-drug-rd-business-2018/
Pharma's $50 billion tax windfall for investors
https://www.axios.com/pharma-share-buyback-tax-reform-40a30b93-6149-4c67-bd65-cd05ee814215.html
Chinese upstart DL Medicine forges alliance with Pfizer
http://www.fiercebiotech.com/biotech/chinese-upstart-dl-medicine-forges-alliance-pfizer