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GLPG:
It would be nice to know more details of the baricitinib CRL to better gage the impact on future JAK's in RA. For what its worth my impression from the press release was Lilly was going to try to do some sort of appeal by the wording of their opinion.
I will defer to PGS and others with the science background to compare JAK's safety profile. It was interesting in their 4 week studies filgotinib seemed to have a positive effect on Lipids but not in the 12/24 week studies. One additional safety concern for those considering GLPG is FDA initially would not let them dose male subjects at 200mg because of a testicular tox issue found in preclinical testing (which has not been seen in male subjects).
I thought it interesting $INCY dropped about 2.75B in market cap with the CRL news. GLPG has a higher royalty (tiered starting at 20%) and significant milestones (was 1.35B at time of signing but that covers a multitude of indications). Their market cap was about 4.2B and 1B in cash (pre offering). So far I am impressed with Phase 2's GILD is initiating they aren't being cheap they are fairly larger Phase 2's (in addition to the Phase 3's for Crohn's and ulcerative colitis). And then their is their CF opportunity (mid-teens - 20%) I would be happy if they used the proceeds from their offering to buyout out their x-filgotinib partner . A couple of earlier assets two OA, 2 IPF programs, Atopic dermatitis)
FGEN:
I don't understand the offering either (or traders for that matter ). I am certainly not complaining the stock is up but saw it as a NEGATIVE read through on 3019 BEFORE IPF data in 4-5 months. My thinking was they certainly don't need the cash now the delay in Roxadustat data (pushes milestones/royalties out) and perhaps a delay in IPF may have led to the (overly?) cautious Neff doing a raise now. I have been concerned that the substudy of combination treated patients will not give us any meaningful data and that they decided against a head-to-head comparison against the approved agents (for various reasons). Ofev and Esbriet were approved on relatively large 48 and 52 week studies and here we'll have a small number treated for 6 months (with 3019 and one or both approved agents) which may not help in determining Phase 3 plans. So my thinking is an (overly) conservative Neff may want to do a larger number of patients treating for a year. I certainly hope the 3019 data on its own are strong enough to discourage this line of thinking!
Peter pointed out that the offering was China Interest related which would certainly make some sense as to why it is so strong.
GT Retreatment:
I think this is the company (4d Molecular) in #4 that I must have been thinking over. Here is a link to a talk where they mention it briefly around the 4:15 mark
HC Wainwright NASH Investor Conference 4/3/17
http://wsw.com/webcast/hcw/
Echo Chambers in Investment Discussion Boards
Don't recall this being posted here before. Someone posted this article in another forum I belong too. Thought the conclusion (though obvious) interesting to see a paper analyzing. Since they reference iHub (probably stock specific boards not this one ) and Yahoo thought to post it here.
http://www.cs.ucsb.edu/~ravenben/publications/pdf/echo-icwsm17.pdf
OMER:
They actually had a bit more cash as of Q4 but they'll likely burn 10-15m in Q1.
The loan was for 125m they borrowed the first tranche of 80 mil and the other 45 mil is contingent on Omidria sales/market cap. I don't see EU partnership for Omidria bringing much (if anything) and would be disappointing to see them dilute their 721 interest. GPCR's haven't found a partner in years so I am speculating equity offering based on 2 PR's one after the other that aren't new which result in big stock movement.
They said $55M was run rate (based on weekly scripts on one of their calls), if its only that for '17 I'd be very disappointed.
Don't get me wrong I do like the pipeline MASP programs, GPCR's (though they have been slow in developing compounds to target them) particularly targeting GPR174 which is in animal studies.
OMER:
I like 721 and Omeros pipeline (x-Omidria) but moving on the past two days on announcement of data presentations and the one patient data today, which was known, makes me think an offering is coming.
I wrote this on the SI board:
http://www.siliconinvestor.com/readmsg.aspx?msgid=31047935
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-June Events
Cowen and Company 37th Annual Health Care Conference
3/7-8
http://wsw.com/webcast/cowen38/
ROTH Capital Partners Annual Conference
3/12-15
http://www.wsw.com/webcast/roth31
Canaccord 2017 Musculoskeletal Conference
3/14
http://wsw.com/webcast/canaccord25/
Barclays Capital Global Healthcare Conference
3/14-16
https://cc.talkpoint.com/barc002/031417a_as/
Oppenheimer 27th Annual Healthcare Conference
3/21-22
https://www.opco.com/conferences/healthcare17/index.aspx
Needham Annual Healthcare Conference
4/4-5
http://wsw.com/webcast/needham80/ PassCode: HVQOM
Deutsche Bank 42nd Annual Health Care Conference
5/3-4
https://conferences.db.com/americas/healthcare17/
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
http://arminvestorday.com/webcast/
Jefferies Global Healthcare Conference
6/6-9
Goldman Sachs Global Healthcare Conference
6/13-15
JMP Securities Life Sciences Conference
6/20-21
--
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.
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4. Post the updated calendar in a new message as a reply to the message with the old calendar.
GNMX:
I was not too familiar with the company and did a quick listen to the call. The management team seemed full of explanations (aka excuses) a new one to me was the higher rate of weight gain one (of several) reason they attributed was the study being done over the holidays. Never heard that one before!
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 March-May Events
BIO CEO & Investor Conference
2/13-14
https://www.bio.org/events/bio-ceo-investor-conference
Wells Fargo Specialty and Generic Drug Summit
2/13
SunTrust Robinson Orphan Drug Day
2/13-14
Leerink 6th Annual Global Healthcare Conference
2/15-16
http://wsw.com/webcast/leerink28/
RBC Capital Markets 2017 Healthcare Conference
2/22-23
https://www.rbccm.com/en/about-us/conferences.page
Cowen and Company 37th Annual Health Care Conference
3/7-8
http://wsw.com/webcast/cowen38/
ROTH Capital Partners Annual Conference
3/12-15
http://www.wsw.com/webcast/roth31
Canaccord 2017 Musculoskeletal Conference
3/14
http://wsw.com/webcast/canaccord25/
Barclays Capital Global Healthcare Conference
3/14-16
https://cc.talkpoint.com/barc002/031417a_as/
Oppenheimer 27th Annual Healthcare Conference
3/21-22
https://www.opco.com/conferences/healthcare17/index.aspx
Needham Annual Healthcare Conference
4/4-5
http://www.needhamco.com/Default/InstitutionalSalesAndTrading/Conferences.aspx
Deutsche Bank 42nd Annual Health Care Conference
5/3-4
UBS Global Life Science Conference
5/22-24
Cell and Gene Exchange Program and ARM
5/22-24
http://arminvestorday.com/webcast/
--
Procedure for Updating Calendar
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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.
Tysabri Royalty:
I figured 1 of 2 likely buyers
http://www.royaltypharma.com/images/royalty/PressReleases/Royalty_Pharma_Perrigo_joint_press-release_regarding_Tysabri---022717_final.pdf
I can't remember who but wasn't there a case where stopping early led to insufficient longer term data? Sorry don't remember specifics.
A similar situation happened with a Pirfenidone Phase 2 study. It was stopped early because of an imbalance in acute exacerbations though it wasn't the primary end point (I think it was 12 in placebo vs. 0 or 1 in drug arm) anyway later larger trials would not repeat the finding.
Alzheimer's:
Since there is an active discussion with the recent trial news I thought to ask if anyone is familiar Neurotrope (NTRP, http://www.neurotropebioscience.com/ ) and/or their drug Bryostatin 1.
I have no investment interest at this time but would like to see something work in AD. They have data reporting in April from a 148 patient study in moderate to severe patients.
The most disappointing thing in some of the recent failures is the bar seemed quite low in the studies, i.e. even if successful would these treatments have resulted in a significant slowdown of the disease? The size/duration of these studies suggests to me the benefit would have been small.
2017 Disruptive Growth & Healthcare Conference
There are a lot of (smaller) Bio's presenting here for those interested. Here is the link to the conference site
http://disruptnyc.com/
But I believe the webcasts are available here:
http://www.investorcalendar.com/?date=today (Note if you use this link after today you may need to go to the archive tab)
BIO CEO Webcasts
(Sorry for bad formatting can get the spreadsheet from http://bit.ly/CEOasofFeb10?_ga=1.98131673.791423944.1483533672)
22nd Century (NYSE: XXII) XXII Tuesday, February 14th 3:00 PM
2X Oncology, Inc Tuesday, February 14th 3:15 PM
4SC AG (FWB: VSC) VSC Monday, February 13th 4:30 PM
AcelRx Pharmaceuticals (NASDAQ: ACRX) https://www.veracast.com/webcasts/bio/ceoinvestor2017/71207455372.cfm ACRX Tuesday, February 14th 9:30 AM
Actinium Pharmaceuticals, Inc (NYSE MKT: ATNM) https://www.veracast.com/webcasts/bio/ceoinvestor2017/68109181104.cfm ATNM Monday, February 13th 10:00 AM
Aeterna Zentaris (NASDAQ: AEZS) https://www.veracast.com/webcasts/bio/ceoinvestor2017/88101181115.cfm AEZS Monday, February 13th 8:00 AM
Agile Therapeutics, Inc (NASDAQ: AGRX) https://www.veracast.com/webcasts/bio/ceoinvestor2017/47113279321.cfm AGRX Monday, February 13th 11:00 AM
Akebia Therapeutics, Inc. (NASDAQ: AKBA) https://www.veracast.com/webcasts/bio/ceoinvestor2017/24105238298.cfm AKBA Monday, February 13th 9:00 AM
Albireo Pharma Inc (NASDAQ: ALBO) https://www.veracast.com/webcasts/bio/ceoinvestor2017/61107567576.cfm ALBO Monday, February 13th 9:30 AM
Alcobra (NASDAQ: ADHD) https://www.veracast.com/webcasts/bio/ceoinvestor2017/54203411117.cfm ADHD Tuesday, February 14th 8:30 AM
Altimmune, Inc. Monday, February 13th 4:00 PM
American Gene Technologies International Inc. Monday, February 13th 2:15 PM
AmpliPhi Biosciences Corp (NYSE MKT: APHB) https://www.veracast.com/webcasts/bio/ceoinvestor2017/81128518038.cfm APHB Monday, February 13th 3:30 PM
Angionetics Inc. Monday, February 13th 5:15 PM
Apexian Pharmaceuticals Tuesday, February 14th 10:30 AM
Apricus Biosciences, Inc. (NASDAQ: APRI) https://www.veracast.com/webcasts/bio/ceoinvestor2017/73205255601.cfm APRI Tuesday, February 14th 9:00 AM
AptamiR Therapeutics, Inc. Tuesday, February 14th 9:00 AM
Aradigm Corporation (NASDAQ: ARDM) https://www.veracast.com/webcasts/bio/ceoinvestor2017/65120433644.cfm ARDM Monday, February 13th 1:30 PM
Arch Therapeutics, Inc. (OTC: ARTH) ARTH Tuesday, February 14th 2:30 PM
Arcturus Therapeutics Monday, February 13th 1:00 PM
Argos Therapeutics, Inc (NASDAQ: ARGS) ARGS Monday, February 13th 2:30 PM
Atlantic Healthcare plc Monday, February 13th 2:00 PM
Aveo Oncology (NASDAQ: AVEO) https://www.veracast.com/webcasts/bio/ceoinvestor2017/96103141412.cfm AVEO Monday, February 13th 8:30 AM
Axsome Therapeutics, Inc. (NASDAQ: AXSM) https://www.veracast.com/webcasts/bio/ceoinvestor2017/59205465343.cfm AXSM Tuesday, February 14th 9:00 AM
Baebies, Inc. Tuesday, February 14th 9:45 AM
Bellerophon Therapeutics (NASDAQ: BLPH) BLPH Monday, February 13th 11:00 AM
Biocept, Inc. (NASDAQ: BIOC) https://www.veracast.com/webcasts/bio/ceoinvestor2017/59122292278.cfm BIOC Monday, February 13th 2:00 PM
BioLineRx Ltd. (NASDAQ, TASE: BLRX) https://www.veracast.com/webcasts/bio/ceoinvestor2017/28211192269.cfm BLRX Tuesday, February 14th 10:30 AM
BioNTech AG Tuesday, February 14th 3:00 PM
Bio-Path Holdings, Inc. (NASDAQ: BPTH) https://www.veracast.com/webcasts/bio/ceoinvestor2017/21213158973.cfm BPTH Tuesday, February 14th 11:00 AM
BioTime, Inc. (NYSE MKT: BTX) BTX Tuesday, February 14th 2:30 PM
Brainstorm cell Therapeutics (NASDAQ: BCLI) https://www.veracast.com/webcasts/bio/ceoinvestor2017/01118554128.cfm BCLI Monday, February 13th 1:00 PM
Caladrius Biosciences, Inc. (NASDAQ: CLBS) https://www.veracast.com/webcasts/bio/ceoinvestor2017/28120522023.cfm CLBS Monday, February 13th 1:30 PM
Calithera Biosciences (NASDAQ: CALA) https://www.veracast.com/webcasts/bio/ceoinvestor2017/02215114168.cfm CALA Tuesday, February 14th 11:30 AM
Capnia, Inc. (NASDAQ: CAPN) https://www.veracast.com/webcasts/bio/ceoinvestor2017/12201541638.cfm CAPN Tuesday, February 14th 8:00 AM
Capricor Therapeutics, Inc. (NASDAQ: CAPR) https://www.veracast.com/webcasts/bio/ceoinvestor2017/07220461373.cfm CAPR Tuesday, February 14th 1:30 PM
Catalyst Biosciences (NASDAQ: CBIO) CBIO Monday, February 13th 4:30 PM
Cellectar Biosciences, Inc. (NASDAQ: CLRB) https://www.veracast.com/webcasts/bio/ceoinvestor2017/01124150647.cfm CLRB Monday, February 13th 2:30 PM
Cellular Biomedicine Group (NASDAQ: CBMG) https://www.veracast.com/webcasts/bio/ceoinvestor2017/94107270239.cfm CBMG Monday, February 13th 9:30 AM
Centrexion Therapeutics Monday, February 13th 10:15 AM
Chembio Diagnostics, Inc. (NASDAQ: CEMI) CEMI Tuesday, February 14th 11:00 AM
Citius Pharmaceuticals, Inc. (OTCQB: CTXR) CTXR Monday, February 13th 5:00 PM
CohBar, Inc. (OTC: CBWR) https://www.veracast.com/webcasts/bio/ceoinvestor2017/44218293575.cfm CBWR Tuesday, February 14th 1:00 PM
Conatus Pharmaceuticals Inc. (NASDAQ: CNAT) https://www.veracast.com/webcasts/bio/ceoinvestor2017/95124466936.cfm CNAT Monday, February 13th 2:30 PM
ConcentRx, Inc. Tuesday, February 14th 9:15 AM
ContraVir Pharmaceuticals, Inc. (NASDAQ: CTRV) https://www.veracast.com/webcasts/bio/ceoinvestor2017/28111101976.cfm CTRV Monday, February 13th 10:30 AM
Corium International, Inc. (NASDAQ: CORI) https://www.veracast.com/webcasts/bio/ceoinvestor2017/17211298499.cfm CORI Tuesday, February 14th 10:30 AM
CTI BioPharma Corp. (NASDAQ: CTIC) https://www.veracast.com/webcasts/bio/ceoinvestor2017/38201183418.cfm CTIC Tuesday, February 14th 8:00 AM
Cue Biopharma Inc Monday, February 13th 9:15 AM
Curetis N.V. (Euronext: CURE) https://www.veracast.com/webcasts/bio/ceoinvestor2017/87215587677.cfm CURE Tuesday, February 14th 11:30 AM
Cyclacel Pharmaceuticals, Inc. (NASDAQ: CYCC, CYCCP) https://www.veracast.com/webcasts/bio/ceoinvestor2017/59115182266.cfm CYCC, CYCCP Monday, February 13th 11:30 AM
Cymabay Therapeutics (NASDAQ: CBAY) https://www.veracast.com/webcasts/bio/ceoinvestor2017/68207286578.cfm CBAY Tuesday, February 14th 9:30 AM
CytoSorbents (NASDAQ: CTSO) https://www.veracast.com/webcasts/bio/ceoinvestor2017/66226478174.cfm CTSO Tuesday, February 14th 3:00 PM
CytRx Corporation (NASDAQ: CYTR) https://www.veracast.com/webcasts/bio/ceoinvestor2017/42130220022.cfm CYTR Monday, February 13th 4:00 PM
Delcath Systems, Inc. (NASDAQ CM: DCTH) DCTH Tuesday, February 14th 3:30 PM
Dimerix Ltd (ASX: DXB) DXB Tuesday, February 14th 3:30 PM
Editas Medicine (NASDAQ: EDIT) https://www.veracast.com/webcasts/bio/ceoinvestor2017/77126547548.cfm EDIT Monday, February 13th 3:00 PM
Eiger BioPharmaceuticals, Inc (NASDAQ: EIGR) https://www.veracast.com/webcasts/bio/ceoinvestor2017/56109524199.cfm EIGR Monday, February 13th 10:00 AM
Eleven Biotherapeutics (NASDAQ: EBIO) https://www.veracast.com/webcasts/bio/ceoinvestor2017/09203168908.cfm EBIO Tuesday, February 14th 8:30 AM
Enterome Tuesday, February 14th 2:45 PM
EpiBiome Monday, February 13th 2:30 PM
Epinex Diagnostics, Inc. Monday, February 13th 10:45 AM
epiSCI Tuesday, February 14th 8:30 AM
EryDel SpA Monday, February 13th 1:15 PM
Espero Pharmaceuticals, Inc. Monday, February 13th 4:45 PM
ESSA Pharma Inc. (NASDAQ: EPIX, TSX: EPI) EPIX, EPI Tuesday, February 14th 1:00 PM
Exactus, Inc. (OTCQB: EXDI) EXDI Tuesday, February 14th 8:30 AM
Exicure Inc. Tuesday, February 14th 11:45 AM
Exosome Diagnostics, Inc. Tuesday, February 14th 10:00 AM
Fennec Pharmaceuticals (TSX: FRX) https://www.veracast.com/webcasts/bio/ceoinvestor2017/96120249655.cfm FRX Monday, February 13th 1:30 PM
Flex Pharma, Inc. (NASDAQ: FLKS) https://www.veracast.com/webcasts/bio/ceoinvestor2017/63209458542.cfm FLKS Tuesday, February 14th 10:00 AM
Foamix Pharmaceuticals (NASDAQ: FOMX) FOMX Tuesday, February 14th 2:00 PM
Fortress Biotech, Inc. (NASDAQ: FBIO) FBIO Tuesday, February 14th 11:00 AM
Galectin Therapeutics (NASDAQ: GALT) https://www.veracast.com/webcasts/bio/ceoinvestor2017/86126440478.cfm GALT Monday, February 13th 3:00 PM
Gradalis, Inc. Tuesday, February 14th 3:45 PM
Gritstone Oncology, Inc Tuesday, February 14th 9:30 AM
Heat Biologics (NASDAQ: HTBX) HTBX Monday, February 13th 10:00 AM
Helix BioPharma Corp. (TSX: HBP) HBP Tuesday, February 14th 1:30 PM
Immunicum AB (NASDAQ First North Premier: IMMU) IMMU Monday, February 13th 5:00 PM
Immunovaccine (TSX: IMV, OTCQX: IMMVF) IMV, IMMVF Tuesday, February 14th 2:00 PM
Infinity Pharmaceuticals, Inc. (NASDAQ: INFI) https://www.veracast.com/webcasts/bio/ceoinvestor2017/94126183852.cfm INFI Monday, February 13th 3:00 PM
InMed Pharmaceuticals (CSE: IN, OTCQB: IMLFF) IN, IMLFF Monday, February 13th 2:30 PM
Innovate Biopharmaceuticals, Inc. Monday, February 13th 2:00 PM
Inotek Pharmaceuticals Corporation (NASDAQ: ITEK) ITEK Tuesday, February 14th 1:00 PM
Interpace Diagnostics Group Inc. (NASDAQ: IDXG) https://www.veracast.com/webcasts/bio/ceoinvestor2017/69132493167.cfm IDXG Monday, February 13th 4:30 PM
InVivo Therapeutics Corporation (NASDAQ: NVIV) https://www.veracast.com/webcasts/bio/ceoinvestor2017/56115496336.cfm NVIV Monday, February 13th 11:30 AM
iTeos Therapeutics SA Tuesday, February 14th 10:45 AM
ITUS Corporation (NASDAQ: ITUS) https://www.veracast.com/webcasts/bio/ceoinvestor2017/04205573699.cfm ITUS Tuesday, February 14th 9:00 AM
Jeffrey Modell Foundation Tuesday, February 14th 2:30 PM
Karos Pharmaceuticals Monday, February 13th 5:00 PM
KemPharm, Inc. (NASDAQ: KMPH) https://www.veracast.com/webcasts/bio/ceoinvestor2017/61215453022.cfm KMPH Tuesday, February 14th 11:30 AM
Leap Therapeutics, Inc. (NASDAQ GS: LPTX) LPTX Monday, February 13th 1:00 PM
LexaGene Holdings Inc. (TSX: LXG.V) https://www.veracast.com/webcasts/bio/ceoinvestor2017/17207503237.cfm LXG.V Tuesday, February 14th 9:30 AM
LogicBio Therapeutics Inc Monday, February 13th 4:00 PM
MabVax Therapeutics Holdings, Inc. (NASDAQ: MBVX) https://www.veracast.com/webcasts/bio/ceoinvestor2017/54128110062.cfm MBVX Monday, February 13th 3:30 PM
Mateon Therapeutics (OTCMKTS: MATN) https://www.veracast.com/webcasts/bio/ceoinvestor2017/13136237921.cfm MATN Monday, February 13th 5:30 PM
MetaStat, Inc. (OTCBB: MTST) MTST Monday, February 13th 1:00 PM
Mount Tam Biotechnologies (OTC: MNTM) MNTM Tuesday, February 14th 11:30 AM
Muscular Dystrophy Association Monday, February 13th 10:00 AM
Nanobiotix (Euronext: NANO) NANO Monday, February 13th 3:30 PM
Neuralstem, Inc. (NASDAQ: CUR) https://www.veracast.com/webcasts/bio/ceoinvestor2017/57103406111.cfm CUR Monday, February 13th 8:30 AM
NeuroRx, Inc. Monday, February 13th 4:30 PM
Neurotrope Bioscience (OTC: NTRP) https://www.veracast.com/webcasts/bio/ceoinvestor2017/18111483071.cfm NTRP Monday, February 13th 10:30 AM
Newron Pharmaceuticals SPA (SIX: NWRN) NWRN Monday, February 13th 8:00 AM
NOIGEL, LLC Tuesday, February 14th 2:00 PM
Noveome Biotherapeutics Monday, February 13th 1:30 PM
Novocure Limited (NASDAQ: NVCR) https://www.veracast.com/webcasts/bio/ceoinvestor2017/75134204981.cfm NVCR Monday, February 13th 5:00 PM
Ocugen, Inc. Monday, February 13th 9:00 AM
Ocular Therapeutix, Inc. (NASDAQ: OCUL) https://www.veracast.com/webcasts/bio/ceoinvestor2017/68103201863.cfm OCUL Monday, February 13th 8:30 AM
Oncocyte (NYSE MKT: OCX) https://www.veracast.com/webcasts/bio/ceoinvestor2017/74211508162.cfm OCX Tuesday, February 14th 10:30 AM
OncoMed Pharmaceuticals, Inc. (NASDAQ: OMED) https://www.veracast.com/webcasts/bio/ceoinvestor2017/71224120223.cfm OMED Tuesday, February 14th 2:30 PM
Onconova Therapeutics, Inc. (NASDAQ: ONTX) https://www.veracast.com/webcasts/bio/ceoinvestor2017/07126286446.cfm ONTX Monday, February 13th 3:00 PM
OncoSec Medical Incorporated (NASDAQ: ONCS) https://www.veracast.com/webcasts/bio/ceoinvestor2017/98226117037.cfm ONCS Tuesday, February 14th 3:00 PM
Opsona Therapeutics Ltd. Tuesday, February 14th 3:30 PM
Oramed Pharmaceuticals (NASDAQ: ORMP) ORMP Monday, February 13th 11:00 AM
Orexigen Therapeutics, Inc. (NASDAQ: OREX) https://www.veracast.com/webcasts/bio/ceoinvestor2017/93209273934.cfm OREX Tuesday, February 14th 10:00 AM
ORIG3N, Inc. Monday, February 13th 9:45 AM
ORYZON (BME: ORY) ORY Monday, February 13th 9:30 AM
OSE Immunotherapeutics (Euronext: OSE) https://www.veracast.com/webcasts/bio/ceoinvestor2017/59222288295.cfm OSE Tuesday, February 14th 2:00 PM
Oxford BioMedica Ltd (LSE: OXB) OXB Monday, February 13th 10:30 AM
Palatin Technologies, Inc. (NYSE MKT: PTN) PTN Monday, February 13th 11:30 AM
PHARNEXT (Alternext: ALPHA) ALPHA Monday, February 13th 10:00 AM
Pieris Pharmaceuticals (NASDAQ: PIRS) https://www.veracast.com/webcasts/bio/ceoinvestor2017/26120145557.cfm PIRS Monday, February 13th 1:30 PM
Probiodrug AG (Euronext: PBD) PBD Monday, February 13th 11:00 AM
Progenics Pharmaceuticals,Inc. (NASDAQ: PGNX) https://www.veracast.com/webcasts/bio/ceoinvestor2017/67228105833.cfm PGNX Tuesday, February 14th 3:30 PM
ProMetic Life Sciences (TSX: PLI) PLI Monday, February 13th 11:30 AM
Proove Biosciences Inc. Monday, February 13th 10:30 AM
pSivida Corp (NASDAQ: PSDV) https://www.veracast.com/webcasts/bio/ceoinvestor2017/58201283900.cfm PSDV Tuesday, February 14th 8:00 AM
RaNA Therapeutics https://www.veracast.com/webcasts/bio/ceoinvestor2017/75208387828.cfm Tuesday, February 14th 10:15 AM
Realm Therapeutics, Inc. (AIM: RLM) RLM Tuesday, February 14th 1:30 PM
Rebiotix, Inc. Monday, February 13th 2:45 PM
RedHill Biopharma Ltd. (NASDAQ, TASE: RDHL) https://www.veracast.com/webcasts/bio/ceoinvestor2017/86128441331.cfm RDHL Monday, February 13th 3:30 PM
Relmada Therapeutics, Inc. (OTCQB: RLMD) https://www.veracast.com/webcasts/bio/ceoinvestor2017/17211411946.cfm RLMD Tuesday, February 14th 10:30 AM
RespireRx Pharmaceuticals Inc. (OTCQB: RSPI) https://www.veracast.com/webcasts/bio/ceoinvestor2017/36118482417.cfm RSPI Monday, February 13th 1:00 PM
Resverlogix Corp. (TSX: RVX) RVX Tuesday, February 14th 2:00 PM
RXi Pharmaceuticals Corporation (NASDAQ: RXII) RXII Tuesday, February 14th 3:00 PM
Salarius Pharmaceuticals Tuesday, February 14th 10:15 AM
Scancell Holdings plc (LSE: SCLP.L) SCLP.L Monday, February 13th 4:00 PM
SciClone Pharmaceuticals Inc (NASDAQ: SCLN) https://www.veracast.com/webcasts/bio/ceoinvestor2017/81132269096.cfm SCLN Monday, February 13th 4:30 PM
Serina Therapeutics, Inc. Monday, February 13th 4:15 PM
Sigmoid Pharma Limited Monday, February 13th 1:45 PM
SmartZyme Biopharma Ltd. Tuesday, February 14th 2:15 PM
Sonoma Pharmaceuticals, Inc. (NASDAQ: SNOA) SNOA Tuesday, February 14th 2:30 PM
Sorrento Therapeutics (NASDAQ: SRNE) SRNE Tuesday, February 14th 1:30 PM
Spotlight Innovation Inc. (OTCQB: STLT) STLT Monday, February 13th 9:00 AM
Spring Bank Pharmaceuticals, Inc. (NASDAQ: SBPH) SBPH Monday, February 13th 5:00 PM
Summit Therapeutics (NASDAQ: SMMT) https://www.veracast.com/webcasts/bio/ceoinvestor2017/23111534392.cfm SMMT Monday, February 13th 10:30 AM
Sunesis Pharmaceuticals (NASDAQ: SNSS) https://www.veracast.com/webcasts/bio/ceoinvestor2017/43136149824.cfm SNSS Monday, February 13th 5:30 PM
Sutro Biopharma Inc. Tuesday, February 14th 8:45 AM
Symic Bio, Inc. Monday, February 13th 9:30 AM
Synlogic Tuesday, February 14th 11:30 AM
Synthetic Biologics, Inc (NYSE: SYN) https://www.veracast.com/webcasts/bio/ceoinvestor2017/26130442584.cfm SYN Monday, February 13th 4:00 PM
Syros Pharmaceuticals (NASDAQ: SYRS) https://www.veracast.com/webcasts/bio/ceoinvestor2017/27207139296.cfm SYRS Tuesday, February 14th 9:30 AM
Tarveda Therapeutics Tuesday, February 14th 11:00 AM
TG Therapeutics (NASDAQ: TGTX) https://www.veracast.com/webcasts/bio/ceoinvestor2017/39105149699.cfm TGTX Monday, February 13th 9:00 AM
The Leukemia & Lymphoma Society Tuesday, February 14th 10:00 AM
ThromboGenics NV (Euronext: THR.BR) THR.BR Monday, February 13th 8:00 AM
TiGenix NV (Euronext: TIG) TIG Tuesday, February 14th 11:00 AM
Tonix Pharmaceuticals Holding Corp. (NASDAQ: TNXP) https://www.veracast.com/webcasts/bio/ceoinvestor2017/8320140644.cfm TNXP Tuesday, February 14th 8:00 AM
Tourette Association of America, Inc. Monday, February 13th 3:45 PM
TxCell SA (Euronext: TXCL.PA) TXCL.PA Monday, February 13th 2:00 PM
Vascular Biogenics LTD (NASDAQ: VBLT) https://www.veracast.com/webcasts/bio/ceoinvestor2017/76107193433.cfm VBLT Monday, February 13th 9:30 AM
Vaxil Bio Ltd. (TSX-V: VXL) VXL Tuesday, February 14th 10:00 AM
Verastem, Inc. (NASDAQ: VSTM) https://www.veracast.com/webcasts/bio/ceoinvestor2017/33205131207.cfm VSTM Tuesday, February 14th 9:00 AM
Vical Incorporated (NASDAQ: VICL) https://www.veracast.com/webcasts/bio/ceoinvestor2017/75218469632.cfm VICL Tuesday, February 14th 1:00 PM
Viking Therapeutics, Inc. (NASDAQ: VKTX) https://www.veracast.com/webcasts/bio/ceoinvestor2017/73203235655.cfm VKTX Tuesday, February 14th 8:30 AM
WILEX AG (FWB: WL6) https://www.veracast.com/webcasts/bio/ceoinvestor2017/78122155619.cfm WL6 Monday, February 13th 2:00 PM
Zenith Epigenetics Ltd. Tuesday, February 14th 11:15 AM
SRPT:
SRPT:
I don't have any specific revenue projects in the short term. I am general a very long term shareholder so I look at this way:
~1500 Exon 51 Amenable patients in the US
Say can get 2/3 reimbursed
Average price I think will be 500k++ (wouldn't be surprised at 600-700 especially if can get non-ambulatory reimbursed).
Their EV assuming 150-200M for Voucher is a bit over 1B
So looking at 500M+ opportunity for US and putting no value on everything else (Europe, x-EU/US, pipeline) the company is 2x peek US only sales which I think they can get too relatively soon (~2-3 years).
I didn't mention another thing I really like about Ed Kaye is his style/approach not just with dealing with regulators (which is much better than his predecessor), licensing/partnering but other aspects too like willingness to negotiate a royalty with BMRN.
Those are all rough back of the hand calculations. With some luck on reimbursement and penetration may get double that in peek sales. So I see a lot of upside potential to the stock and again we are just talking US Exondys 51
SRPT:
Not to debate the merits of efficacy or price (which have had numerous discussions here in the past) but the merits of the stock as an investment I found today to be a good (re)entry. Here is some of my high level thinking:
1-I don't see Exondys 51 being removed from the market any time soon (at least 4-5 years if ever). Patients/families want to use the drug so that is not an issue as well.
2-Insurance has been a hurdle but they are getting some coverage and it seems more are and more are starting with time/publicity/patient effort.
3-The average weight (and thus cost per patient) is going to be much higher then SRPT guided so revenue should grow at a faster rate as reimbursement becomes less and less of an issue.
4-There is still the EU possibility of approval and x-US market to add a substantial number of patients.
5-I really like what Ed Kaye has done to keep focusing on the market not just the initial effort. I like that he licensed 2 GT's, a couple collaborations and most importantly the next generation PPMO which has the potential to provide substantial efficacy.
With those being said as a previous long (I didn't get hurt too bad just on paper as I bought very low but sold well off the high) is there a support group I can join ?
UniQure (QURE)
Its been a while since I posted about why I was buying and the price is lower than when I first started buying. Still the stock has been doing quite well of late. Even before DMTX reported (questionable) data in their program. I think it is because the street is starting to realize there is a place for their Hemophilia GT.
While the High dose Hemophilia B data was not what I had hoped (in terms of FIX) the data appears to certainly be more than adequate in terms of providing efficacy and durability with no major safety concern to date. To me the stock could go much higher on just the Hemophilia program the short term key will be how their meeting with FDA goes and what type of guidance is given. If FDA signs off on a reasonable duration and size the company should do quite well even if they only get 10-20% (and it could be much higher considering what I posted earlier) of the GT hemophilia B market this could be generating a few hundred million annually in the not-to-distant future.
SRRA:
I saw someone tweet about it in a joking fashion and then was surprised to see the stock with a negative EV value and a fair amount of cash! Did you ever see a Bio do something similar?
I've never looked at the company so don't know if they have anything in their pipeline but first impression to potential investors can't be good. Can anyone think of a shareholder friendly reason to raise cash as they did?
Gilead HCV "cure" vs. Gene Therapy "cure"
Adam Feuerstein wrote this article about the risk in curing a disease and then made a passing comp to Gene Therapy.
Gilead Hepatitis C Meltdown Raises Troubling Question: Is Curing Disease Bad for Business?
https://www.thestreet.com/story/13994794/1/gilead-hepatitis-c-meltdown-raises-troubling-question-is-curing-disease-bad-for-business.html
I would agree with this quote more then the headline
IF the FDA goes "soft" and starts approving drugs more readily. I am curious what additional percentage of approvals people think will happen? (maybe a good survey question ). I guess there are two parts to this:
1-For diseases where there are no current therapies I could see more leniency perhaps some approvals based on Phase 2 data and some less than stellar Phase 3 but having some scientific plausibility (e.g. Esbriet on the first go round which succeed in 1 trial and failed another)
2-Diseases with current approved therapies. Seeing people post on social media one would think there will be a 400-500% increase in rate of approvals personally I think it will be in the 10% +/- (if that) for various reasons.
The replay is available now:
http://edge.media-server.com/m/p/vnd6vu7v
Here is a direct link for the slides:
http://files.shareholder.com/downloads/ABEA-5YQ58G/3763280928x0x925663/9A204888-FEC0-4422-9A5B-2F6F083F8F13/Ocera_Announces_Top-line_Results_for_Phase_2b_Study_in_HE.pdf
I'm not an institutional investor and while I didn't sell out completely I was able to sell pre market for about a 50% haircut from Friday so not exactly a windfall. I don't recall much volume when I sold (and it was only about .25 higher) so I doubt anyone did much better.
Thanks!
OCRX:
I missed the call and see the replay isn't available yet. Did they say anything on the oral program (changes, impact, etc.)? TIA
BTW I sold most of my remaining shares premarket (before the cc I had to head out somewhere).
GT:
On retreatment...
There are a number of efforts I've discovered in researching GT companies. Some have given more details than others and I am sure not all will succeed. My general thinking is some will be successful. Here are some specific ones just going by memory:
1-QURE (I've posted prior about a couple papers they've published)
2-BOLD is the first company I've heard that will try something in the clinic. One of the two Pompe trials they will start will be an intramuscular injection trial (investigator led) where they will try retreatment. They will use a combination of immunosuppressants not just steroids.
3-BMRN though vague have said they aren't giving up on those with preexisting antibodies to their Hemophilia GT. Though no specific were disclosed.
4-??? Don't remember which company has said they are developing vectors that may be able to get around the antibody issues.
On RGNX IP/Licensing.
Not surprising at all since they own the IP for AAV6-10 via U of PA. GT is still relatively early so anything being tested in man (using AAV) is either using one of these vectors or one of the earlier which aren't under RNGX IP. What are the companies going to do just wait to bring products to market? What RGNX hasn't made clear is they say they have different relationships with each licensee perhaps they have somewhere terms go through the products being only GT therapy for indication (for example if they Orphan exclusivity goes beyond the patents).
There is one particularly nice talk where CEO's of various GT companies talk about the industry. They (I recall RGNX & VYGR) acknowledge the industry is in its infancy and things like durability, level of expression, vectors, etc. have a long way to go. Its a little old 2015 but I found it a nice panel.
Here is the link:
GT's:
On AMD GT. I was surprised how many programs there are it seems like an "easy" target. Not knowing the science as well as you I won't comment on the aspect for target impacting the efficacy/course of the disease. I wouldn't worry as much about retreatment especially here with so many different programs it would seems if one is effective using alternative vectors at the minimum would give retreatment options (and I think retreatment will be a much less significant issue 5-10 years from now several different approaches seem on the horizon).
On RGNX (mcbio). I really like the company (not enough at current price/data levels though) but keep in mind with their royalties their IP isn't really that great as these vectors are fairly old early-mid 2020's the main patents expire. The hope is they develop their pipeline (BTW also have an AMD program) and better vectors with new IP.
AUPH:
Yes that is how clinicaltrials.gov has it too:
https://clinicaltrials.gov/ct2/show/NCT02141672
Adam Feuerstein talked about them (favorably) in his blog for anyone interested here is the link:
https://www.thestreet.com/story/13968673/2/biotech-stock-mailbag-trump-aurinia-immunomedics-cellceutix.html
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 February Events, Added March-April Events
JP Morgan Annual Healthcare Conference
1/9-12/17
http://jpmorgan.metameetings.com/confbook/healthcare17/login.php
Biotech Showcase
1/9-11/17
https://ebdgroup.knect365.com/biotech-showcase/
NobleCON13
1/30-31/17
https://nobleconference.com/noblecon13
Canaccord Rare Disease Conference
2/7
http://www.canaccordgenuity.com/en/cm/News-Events/Events/
BIO CEO & Investor Conference
2/13-14
https://www.bio.org/events/bio-ceo-investor-conference
Wells Fargo Specialty and Generic Drug Summit
2/13
SunTrust Robinson Orphan Drug Day
2/13-14
Leerink 6th Annual Global Healthcare Conference
2/15-16
http://wsw.com/webcast/leerink28/
RBC Capital Markets 2017 Healthcare Conference
2/22-23
https://www.rbccm.com/en/about-us/conferences.page
Cowen and Company 37th Annual Health Care Conference
3/7-8
http://wsw.com/webcast/cowen38/
ROTH Capital Partners Annual Conference
3/12-15
http://www.roth.com/main/Page.aspx?PageID=7005
Canaccord 2017 Musculoskeletal Conference
3/14
http://wsw.com/webcast/canaccord25/
Barclays Capital Global Healthcare Conference
3/14-16
Oppenheimer 27th Annual Healthcare Conference
3/21-22
https://www.opco.com/conferences/healthcare17/index.aspx
Needham Annual Healthcare Conference
4/4-5
http://www.needhamco.com/Default/InstitutionalSalesAndTrading/Conferences.aspx
--
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.
CELG / Delinia / NKTR:
This is a similar approach to what NKTR-214 does. I don't know much about the Delinia program one possible (of perhaps many) differentiation is Nektar's is Pegylated and they are currently testing Q2W and Q3W dosing with Opdivo.
Here is the Atlas/Life Sciences Write up on the deal
https://lifescivc.com/2017/01/delinia-delivers-exciting-autoimmune-therapy-celgene/
AUPH:
CTMX:
In going through the JP Morgan webcasts I found this company interesting. I don't do much pure Oncology investing and so I'm not as comfortable here so I thought to ask if anyone is familiar with the company. More so what people think of their technology/approach of developing what they call "probodies". They are basically antibodies designed to bind later and avoid some of the toxicity. I am not sure if this leads to increased/decreased or no improvement on efficacy. Since it seems Immunotherapy is heading to 2-3 agents I thought their approach was interesting. Their market cap, spend, partnership and potential for more made them interesting to me. They are early but since people were posting on PD-1/PD-L1 thought to mention them since they have programs in both.
Here is a paper on their approach for anyone interested:
http://stm.sciencemag.org/content/5/207/207ra144?sid=53d5596f-0be2-44ff-b735-86e3e54983bd
The company website is here:
http://cytomx.com/
And this is their JPM slide presentation:
http://phx.corporate-ir.net/External.File?t=1&item=VHlwZT0yfFBhcmVudElEPTUyNDYxMjN8Q2hpbGRJRD02NTY4MzA=
ARIA:
The merger documents are out. The initial offer was for $20 a share. A second offer for $22 and they were told if its in the mid 20's would recommend it to board. At the time 3 other companies were contacted. 2 had non-disclosures. One came back with questions for management but by that time had agreed to recommend Takeda deal to board. Begins on page 21 for those interested (I usually like reading these to see how things transpire but this is one of the less interesting I've read)
https://www.sec.gov/Archives/edgar/data/884731/000119312517013286/d281553dsc14d9.htm
Biotech IPO's Coming Back? There are two new presentations on retailroadshow for anyone interested. I believe one is an immunotherapy company and the other an antibody company.
Here is the link
http://www.retailroadshow.com/wp/roadshows.asp
FGEN:
Is there a reason to use the Denominator's of 14 and 11 (vs excluding those still on treatment 5 and 3). Wouldn't those still on treatment still be potentially able to become resectable?
I agree in the numbers are too small to form any real conclusions. When things were 100% or 83% (5/5 or 5/6) vs 1 (in 7 I believe) as presented earlier there was hope that small numbers could be conclusive but how the numbers are now we need to see more patients and the data mature. I don't consider the results bad though just not yet conclusive.
FGEN:
At the Goldman conference in June they reported 3 R0's for the 3019 arm and 1 in the SOC arm (according to what I have in my notes). Neff was touting the 5/6 who became eligible vs. 1/7 in the SOC. I don't think they PR'd it though maybe there is info in an 8k (didn't look).
Shouldn't OS continue to improve given the (significantly more) numbers still in the 3019 ARM vs. those still in the SOC arm.
I'd like to see a better percentage of those 5 become eligible for resection in the updated data to feel better about what 3019 is doing.
BOLD:
The stock was down ~12% presumably on lockup expiration (the 15th) though volume wasn't extraordinarily high. A few more days like this would make it much more attractive
FGEN:
mjtwins @salinaro17 on twitter (a great follow BTW for anyone interested in FGEN) said it is 5pm Eastern when the embargo lifts.
The problem with such a small n is its hard to imagine the results being equal to the initial 5/6 and 83%/100% success rate depending on how one counts so maybe some imagining that. Still I believe Neff said response rate is typically in single digits.
ACRS: