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SBBP:
I think that was actually PR'd yesterday morning though it was up a bit yesterday too (not as much as today). Perhaps a delayed reaction to a well followed hedge fund manager picking them in a competition ? I've been looking at the company (and hate when stocks I'm looking at go up especially when rest of Bio is down ). Anyone here follow the company and have thoughts on them?
BMRN: BioMarin to Provide Update to Proof-of-Concept Data for BMN 270 Gene Therapy in Hemophilia A at 35th Annual J.P. Morgan Healthcare Conference
I left the tables out because they don't cut and paste easily [ihub could fix this as other message boards allow easy cut/paste of html]. I thought the updated results look quite good and reduce some of the concerns people had (ALT elevations, durability, when would factor levels plateau for the super responders). The company doesn't break out individual patient data across the time line or say if more than one patient needed transfusions (clearly patient #4 had a couple). I am not overly concerned with them not disclosing those details as the results are quite remarkable. The only concern I would have is they have such a wide range of response which may require them erring on the side of a slightly lower dose until one day perhaps a better understanding of why some respond much better then others. I have other obligations and probably won't catch the live webcast if anyone who follows the company does and can post any tidbits not in the PR I'd appreciate it. Also I am really curious on Sanfilippo data which they said they would present data on the low cohort for.
http://investors.biomarin.com/2017-01-08-BioMarin-to-Provide-Update-to-Proof-of-Concept-Data-for-BMN-270-Gene-Therapy-in-Hemophilia-A-at-35th-Annual-J-P-Morgan-Healthcare-Conference
Factor VIII Levels Maintained for All High Dose Patients at 34-50 Weeks
Median Factor VIII Levels of High Dose Cohort within Normal Range
Mean Annualized Bleed Rate Declined 91% for Patients Previously on Prophylactic Factor VIII
All Patients Off Steroids
Jan 8, 2017
SAN RAFAEL, Calif., Jan. 8, 2017 /PRNewswire/ -- BioMarin Pharmaceutical Inc. (NASDAQ:BMRN) announced today an update to its positive interim results of an open-label Phase 1/2 study of BMN 270, an investigational gene therapy treatment for severe hemophilia A, which will be presented as part of a company overview at the 35th Annual J.P. Morgan Healthcare Conference in San Francisco, Calif. These data are an update from previously reported results presented in July 2016.
A total of nine patients with severe hemophilia A received a single dose of BMN 270, seven of whom have been treated at the highest dose of 6 x 1013 vg/kg. As of the Dec. 9, 2016 data cutoff, post-treatment follow-up ranges from 34 to 50 weeks. Median Factor VIII levels for the high dose cohort have been consistently within the normal range from 20 weeks through 44 weeks of treatment. (See Table 1) For those seven patients, as of each patient's most recent reading, six of seven patients continue to have Factor VIII levels above 50%, as a percentage calculated based on the numbers of International Units per deciliter (IU/dL) of plasma, and the seventh continues to be above 15%. (See Table 2)
For the six patients at the high dose and previously on a Factor VIII prophylactic regimen, the mean annualized bleeding rate dropped 91% from 16.3 before the BMN 270 infusion to 1.5 two weeks after being dosed (median annualized bleeding rate dropped from 16.5 to 0). For those same six patients, the mean annualized Factor VIII infusions fell 98% from 136.7 to 2.9 (median annualized Factor VIII infusions fell from 138.5 to 0). (See Table 3)
Since the last update, six of the seven patients at the high dose as of the most recent reading are within the normal alanine aminotransferase (ALT) range, and one patient is less than 5% above the upper limit of normal, which is 43 U/L for the central laboratory in this study. (See Table 4) Patients successfully tapered off of steroids with no lasting significant impact on Factor VIII expression or ALT levels. The requirement for prophylactic corticosteroids has been removed for all newly enrolled patients in this study.
Study medication was generally well tolerated. No serious adverse events were observed, and most common adverse events were mild in severity.
The next steps for the program are to begin a potentially registration enabling Phase 2b study in 3Q 2017. In addition, the company is expected to commission its commercial gene therapy manufacturing facility by mid-2017.
"These data continue to show promising evidence that restoration of clotting function can be achieved by gene therapy," said John Pasi, Ph.D. F.R.C.P, Professor of Haemostasis and Thrombosis at Barts and the London School of Medicine and Dentistry and primary investigator for the BMN 270 Phase 1/2 clinical trial. "The increase in Factor VIII levels we have seen has the potential to stop patients bleeding and has changed how we think about treating hemophilia. For the first time we can truly start considering the opportunity for our patients to live a more normal life."
"We are proud that we have been successful in establishing a leadership position in gene therapy for the most common form of hemophilia, and we are intent on initiating potentially registration enabling trials to provide patients with a new treatment option," said Hank Fuchs, M.D., President, Worldwide Research & Development at BioMarin. "To see data that shows a 91 percent drop in the mean annualized bleeding rate and a 98 percent drop in prophylactic infusions coupled with mean and median Factor VIII expression levels in the normal range opens up an exciting treatment possibility for hemophilia A patients."
Phase 1/2 Study Design
The current Phase 1/2 study is evaluating the safety and efficacy of BMN 270 gene therapy in up to 15 patients with severe hemophilia A defined as less than or equal to 1% of blood clotting factor. The primary endpoints are to assess the safety of a single intravenous administration of a recombinant AAV vector coding for human-coagulation factor VIII and to determine the change from baseline of factor VIII expression level at 16 weeks after infusion. The kinetics, duration and magnitude of AAV-mediated factor VIII activity in individuals with hemophilia A will be determined and correlated to an appropriate BMN 270 dose.
This is a dose escalation study with the goal of observing an increase in factor VIII levels. Secondary endpoints include assessing the impact of BMN 270 on the frequency of factor VIII replacement therapy, the number of bleeding episodes requiring treatment and any potential immune responses. Patients will be monitored for safety and durability of effect for five years.
About Hemophilia A
Hemophilia A, also called factor VIII (FVIII) deficiency or classic hemophilia, is a genetic disorder caused by missing or defective factor VIII, a clotting protein. Although it is passed down from parents to children, about 1/3 of cases are caused by a spontaneous mutation, a new mutation that was not inherited.[1] As an X-linked disorder, hemophilia A mostly affects males, occurring in approximately 1 in 5,000 male births.[2] People living with the disease are not able to form blood clots efficiently and are at risk for excessive bleeding from modest injuries, potentially endangering their life. People with severe hemophilia often bleed spontaneously into their muscles or joints. The standard of care for the 43% of hemophilia A patients who are severely affected, is a prophylactic regimen of factor VIII infusions three times per week.[3] Even with prophylactic regimens, many patients still experience microbleeds and spontaneous bleeding events that result in progressive joint damage.
Table 5: Severity of Hemophilia*
Level
Factor VIII Level (Percentage of normal factor activity in blood)**
Description of Severity***
Normal range
50-150%
Mild hemophilia
5-40%
People with mild hemophilia usually bleed only as a result of surgery or major injury. They do not bleed often and, in fact, may never have a bleeding problem.
Moderate hemophilia
1-5%
People with moderate hemophilia bleed less frequently, about once a month. They may bleed for a long time after surgery, a bad injury, or dental work. A person with moderate hemophilia will rarely experience spontaneous bleeding.
Severe hemophilia
Less than 1%
People with severe hemophilia usually bleed frequently into their muscles or joints. They may bleed one to two times per week. Bleeding is often spontaneous, which means it happens for no obvious reason.
*Information sourced from World Federation of Hemophilia, http://www.wfh.org/en/page.aspx?pid=643 (link current as of Jan. 8, 2017)
**Percentage calculated based on the number of international units (IU) per milliliter (ml) of whole blood.
***Severity describes how serious a problem is. The level of severity depends on the amount of clotting factor that is missing from a person's blood.
About Gene Therapy
Gene therapy is a treatment designed to alter a genetic problem by adding a corrected copy of the defective gene. The functional gene is inserted into a vector – containing a DNA sequence coding for a specific protein – that acts as a delivery mechanism, providing the ability to deliver the functional gene to cells. The cells can then use the information to build the functional protein that the body needs, potentially reducing or eliminating the cause of the disease. Currently, gene therapy for the treatment of hemophilia A is available only as part of a clinical trial. The AAV approach to gene therapy has been advanced at the University College London (UCL) in the treatment of Hemophilia B. At UCL, this technology has shown evidence to be both safe and effective, correcting bleeding for greater than four years in a continuing clinical trial.
Live Webcast on Monday, Jan. 9 at 8:30 am PT, or 11:30 am ET
On Monday, January 9, 2017 at 8:30 am PT, or 11:30 am ET, in San Francisco, California, Jean-Jacques Bienaimé, Chairman and Chief Executive Officer, will present the updated data from an ongoing Phase 1/2 study of BMN 270 gene therapy in hemophilia A along with other company updates. To access the live webcast, please visit the investor section of the BioMarin website. A replay will also be archived on the site for at least one week following the event.
Don't have specific people in mind just the general reaction on investment sites/twitter when someone hears a company is a reverse merger its that they couldn't do a normal IPO so must be of lower quality.
Thanks for the added color on MSTX reverse merger (not that I have an interest in newco any more than oldco ).
The Article from Fierce or EndPoints? I thought the Endpoints article was rather lacking in details so it could be very misleading. As an aside on 2 occasions I pointed out a couple small factual errors (on Qure Hemophilia data) and it wasn't corrected either time. I get the sense that a lot of the stories are thrown together from PR's which doesn't add a lot of value. In fairness there are some stories that are well done In general the ones on private companies seem to be better.
HALO:
FYI JP Morgan Health Care Conference website is now active with schedule and other information
http://jpmorgan.metameetings.com/confbook/healthcare17/home.php
One link worth looking at that may be missed is some research reports available here:
http://jpmorgan.metameetings.com/confbook/healthcare17/special_reports.php
FGEN SA Article:
I skimmed/read it finally and it really is one of the poorer short thesis I've read. The author spends more time (presumably cutting and/pasting) background information that is really not negative. The basis of the short thesis seems more technical than anything. In addition to the nonsense (showing lack of understanding of the company) item Peter noted, I came across this in his valuation.
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, Consolidated linked posts, Updated January Events, Added February Events
Ionis' Pipeline Update Webcast
1/5 9:30amET
https://www.webcaster4.com/Webcast/Page/952/18861
Goldman Sachs Healthcare CEOs Unscripted: A View from the Top
1/5/17
https://cc.talkpoint.com/gold006/010517a_as/
Biogen Spin-off Bioverativ Investor Day
1/6 10:00amET
http://edge.media-server.com/m/p/74x22m6q
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
BIO CEO & Investor Conference
2/13-14
https://www.bio.org/events/bio-ceo-investor-conference
SunTrust Robinson Orphan Drug Day
2/13-14
Leerink 6th Annual Global Healthcare Conference
2/15-16
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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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Don't follow the company/field but is 51% discontinuation rate normal? Also the pregnancy rate (PEARL index) seems high but again I don't know what is typical for a patch.
FGEN 3019:
Appreciate your thoughts as always!
Yes for substudy I was referring to 3019+SOC arm. I am probably less concerned about safety then you . So far there really hasn't been anything to be concerned and the patient population could probably accept some level of AE (i.e. Esbriet and Ofev have their own issues).
If the results are extremely superior (monotherapy) then I am less concerned obviously how they take it forward (It would be great if they think they could beat SOC head to head).
I think its looking more and more likely a combo study which means a pretty big trial and perhaps longer than the ~1 year ones used for approval. If so doesn't it make sense to partner? My guesses would be Roche which has poor Pirfenidone IP and already is interested in other IPF agents (Last I was aware they had a couple early programs maybe more if they kept Intermune's alive) and they have the resources to pursue other 3019 indications which FGEN is probably seeking in a partner. The other name would be GILD which has said they like derisked P2 assets so they can do their own P3's. Again with the resources to move forward.
FGEN:
I generally get scared off by a stock being popular. One thing though in past years I recall some of the popular SI charity picks doing well (though not always and I haven't run any sort of analysis) so that alone doesn't scare me off.
While No doubt Roxadustat is the bulk of the current valuation I still really like FG-3019. The pancreatic data should come out in Q1 and then in the summer IPF data.
I am getting more cautious on IPF though as much as anything because Fibrogen is so slow moving it and I'm not sure the substudy in particular will give clear data (its quite a small n and only 6 month with 1 or 2 additional agents one would expect a smaller treatment effect) so I worry they may do yet another P2 if they decide they can't go head to head based on these results. Meanwhile companies are advancing other options. Still If they show stable/reduction in fibrosis I would like to see if they could try going head to head with that as an end point (I believe there is one paper showing a correlation between that and lung function).
The value proposition in IPF is quite large should the P2 results look good that I think it could be a substantial move on that alone.
OCRX:
They have been talking about the oral program since I first started following the company (at the reverse merger with Tranzyme) which is several years now so I wouldn't read too much into.
I agree with Dew about the Ravicti not exactly being derisking since it was a completely different trial (Dew may have other reasons as well). Here is the paper on it if anyone is interested.
http://onlinelibrary.wiley.com/doi/10.1002/hep.26611/full
If anything it may be more supportive for the oral program. Linda indicated at a recent conference if the IV would fail but secondary/supportive data are encouraging they would proceed with the oral.
To me the most bullish thing is the interim resize suggested a treatment benefit in the 1.5 - 2 day range (according to the company). While the company says one day is compelling I am not so sure at the already lower price then I expected I'd feel more comfortable nearer to 2 days.
Just to clarify the CSO "left" (informed that his employment would be ending is how the company stated it) a couple months ago not this AM.
Here is the 8-k
https://www.sec.gov/Archives/edgar/data/1281895/000119312516733841/d235719d8k.htm
Here is a summary of the HC Wainwright initiation
http://www.benzinga.com/analyst-ratings/analyst-color/16/12/8845495/ocera-therapeutics-shares-could-rally-to-10
ITEK:
They pushed the date back slightly I think first couple weeks in January. Their other program is a combination Phase 2. Sorry don't know if they've guided to data release. They had said (close to a year ago maybe) that they would have some early proof of concept work from other back-of-the-eye diseases but they haven't mentioned it. I don't follow them quite as closely now as I sold some of my already smallish position (I was spooked by management sudden resignation so shortly after an unneeded offering).
unfortunately one I wish was down from their IPO price and probably one of the only exceptions is BOLD. Its very thinly traded but is up from its $15 IPO price this summer.
http://www.streetinsider.com/IPOs/Audentes+Therapeutics+(BOLD)+IPO+Prices+at+$15,+Middle+of+Range/11845653.html
I've been following it for a while and seems its held up when other GT players have weakened (perhaps being so thin). Its still quite early so I'd like to see a bit more data especially at this price. Some of the preclinical data seemed compelling in 2 of their programs.
Roche’s emicizumab for haemophilia A meets primary endpoint in phase III study
Emicizumab prophylaxis reduced the number of bleeds over time compared to no prophylaxis in people with haemophilia A and inhibitors to factor VIII
http://www.roche.com/media/store/releases/med-cor-2016-12-22.htm
Roche (SIX: RO, ROG; OTCQX: RHHBY) today announced that the primary endpoint has been met for the phase III HAVEN 1 study evaluating emicizumab prophylaxis in people 12 years of age or older with haemophilia A and inhibitors to factor VIII. The study showed a statistically significant reduction in the number of bleeds over time in people treated with emicizumab prophylaxis compared to those receiving no prophylactic treatment. The study also met all secondary endpoints, including a statistically significant reduction in the number of bleeds over time with emicizumab prophylaxis treatment in an intra-patient comparison in people who had received prior bypassing agent prophylaxis treatment. The most common adverse events with emicizumab were injection site reactions, consistent with prior studies.
“The development of inhibitors that render factor VIII replacement less effective, or ineffective, is one of the greatest challenges in the treatment of haemophilia A today, putting patients at high risk for life-threatening bleeds and repeated bleeds that may cause long-term joint damage,” said Sandra Horning, MD, Chief Medical Officer and Head of Global Product Development. “We are pleased to see that, in our first pivotal trial, emicizumab prophylaxis significantly reduced the number of bleeds over time in people in this difficult-to-treat setting. We look forward to working with health authorities to bring this treatment to the haemophilia community as soon as possible.”
“Since the mid-1990’s, there have been incremental improvements in the treatment of haemophilia A with inhibitors,” said Alain Baumann, Chief Executive Officer of the World Federation of Hemophilia. “The current burden of treatment is significant. WFH is supportive of research that could yield new therapeutic agents and offer a new treatment option for inhibitor patients. Filling this need would be a significant advance in our quest to achieve Treatment for All including those living with inhibitors.”
As previously reported, two patients had thromboembolic events and two patients developed thrombotic microangiopathy (TMA). The common aspect between all cases of thromboembolic events and TMA is that they occurred in patients who were on emicizumab prophylaxis and in addition received activated prothrombin complex concentrate to treat breakthrough bleeds. Neither thromboembolic event required anti-coagulation therapy and one patient restarted emicizumab. Both cases of TMA have completely resolved, and one patient restarted emicizumab.
HAVEN 1 is the first phase III study in the emicizumab clinical development programme to report results. Data from the study will be presented at an upcoming medical meeting and submitted to health authorities around the world for approval consideration.
About HAVEN 1 (NCT02622321)
HAVEN 1 is a randomised, multicenter, open-label, phase III study evaluating the efficacy, safety, and pharmacokinetics of emicizumab prophylaxis versus no prophylaxis in people with haemophilia A and inhibitors to factor VIII. The study included 109 patients with haemophilia A (12 years of age or older) with inhibitors to factor VIII, who were previously treated with episodic or prophylactic bypassing agents. Patients previously treated with episodic bypassing agents were randomised in a 2:1 fashion to receive emicizumab prophylaxis (Arm A) or no prophylaxis (Arm B). Patients previously treated prophylactically with bypassing agents received emicizumab prophylaxis (Arm C). Episodic treatment of breakthrough bleeds with bypassing agents was allowed per protocol. The primary endpoint of the study is the number of bleeds over time with emicizumab prophylaxis (Arm A) versus no prophylaxis (Arm B). Secondary endpoints include all bleed rate, joint bleed rate, spontaneous bleed rate, target joint bleed rate, health-related quality of life (HRQoL)/ health status, intra-patient comparison to bleed rate on their prior prophylaxis regimen with bypassing agents (Arm C) and safety.
About emicizumab (ACE910)
Emicizumab is an investigational bispecific monoclonal antibody designed to bring together factors IXa and X, proteins required to activate the natural coagulation cascade and restore the blood clotting process. Emicizumab can be administered by an injection of a ready-to-use solution under the skin (subcutaneously) once weekly. Emicizumab is being evaluated in pivotal phase III studies in people 12 years of age and older, both with and without inhibitors to factor VIII, and in children under 12 years of age with factor VIII inhibitors. Future trials will seek to explore less frequent dosing schedules. The emicizumab development programme is assessing its potential to help overcome current clinical challenges, such as the short-lasting effects of existing treatments, the development of factor VIII inhibitors and the need for frequent venous access. Emicizumab was created by Chugai Pharmaceutical Co., Ltd. and is being co-developed by Chugai, Roche and Genentech.
Just speculating but wonder if some are disappointed with the Calithera / BMY collaboration (i.e. no money exchanged)
Thanks for the info! That is more than I had thought if the price tag to develop is still in the 200M+/- range and then regulatory risk I would have expected less players.
Thanks for the comments. Off hand do you know how many EPO FoB's are in development?
Do you have any thoughts on the implications?
If FoB's follow the 20% or so discount to the branded product that would still seem attractive pricing potential for HIF drugs with the added benefit of being Oral, maybe alleviate the need for Iron and possible safety advantage.
AKBA:
I have been outspoken against investing in the company with the big unknown how much potential dilution could occur. With a quick look at the deal I will say they did a very good job of elevating that concern and deserve some credit. I don't think they gave up too much interest at all (compared to the dilution potential without it) so I give them credit... No position still Though .
ABEO / Class action lawsuits
Must be tough times for class action lawyers I count 6 now with a few having multiple pr's. Didn't realize bloggers with mostly fluff info were so credible for a lawsuit.
AVXS:
That was a pretty poorly written report especially compared to some of their others. They reference a Seeking Alpha report which is more substantive (though I don't buy the short thesis of either). The least they could have done was attack RGNX (I'd like to take a position at a lower price).
To me the data will determine how the stock does more than anything. The $9 target in a few months doesn't seem data driven at all. If its real a GT would seem to me to be a very attractive option I agree with the camp that says if safety/efficacy good it would be first line and then possibly Nusinersen after. I am less concerned about enrolling patients for a P3 and some of the other things like the nonsense about NCH. I do think AVXS isn't cheap at this valuation and being their only therapy is quite risky (I would go with RGNX if one wanted to play the SMA GT at much lower risk and potentially more upside).
TRIL:
I don't follow them closely (though I did have them in my SI charity portfolio). Couldn't some of the pessimism be in the need to partner to test with other agents? Look at NKTR which either couldn't or wouldn't get a deal to partner 214 with a bit more data than what TRIL has to date. They ended up doing a fairly big Ph1/2 with BMY where costs are shared I doubt TRIL has the resources for something that size.
ABEO / class action lawsuits
I thought this interesting. Two different law firms have PR's for class action lawsuits and both with nearly identical text siting a Seeking Alpha article no less!
http://finance.yahoo.com/news/investor-loss-alert-rosen-law-211000916.html
In general. Its probably an academic or government type of endeavor but it would be nice to see research more in more novel directions.
Thanks Peter and Idit for your replies.
PS Good to see you post again Idit!
Has anyone come up with a (credible) theory that Alzheimer's is more than one distinct disease or perhaps has multiple factors that lead to the later stage symptoms?
VYGR:
Here is a link to the slides:
http://phx.corporate-ir.net/External.File?item=UGFyZW50SUQ9NjU1MTI0fENoaWxkSUQ9MzYwNDA3fFR5cGU9MQ==&t=1
The webcast link is:
http://edge.media-server.com/m/p/2x3ejmpq
Voyager is one of the gene therapy companies I have been looking at. I was not confident in good results and held off on a position. From a brief look the results look promising. My doubts centered around the delivery method and Vector (AAV2) used. One clever thing they were aiming to do was deliver to neurons that receive signal (not ones that make dopamine) which don’t die.
I also wasn't too optimistic on QURE's PD program which was attempting to improve on an earlier study by improving the delivery in a similar fashion as VYGR which also was developed by the Voyager co-founder (Bankiewicz) but a different gene is delivered in this program.
Forgot board favorite TRIL ASH Webcast link
http://edge.media-server.com/m/p/3469q5pu
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 some ASH Events
Stifel Healthcare Conference
11/15-16
http://wsw.com/webcast/stifel5/
Jefferies London Healthcare Conference
11/16-17
http://wsw.com/webcast/jeff100/
Canaccord Genuity MedTech & Diagnostics Forum
11/17
http://wsw.com/webcast/canaccord24/
Paratek R&D Day
11/17 1:00pm ET
http://investor.paratekpharma.com/phoenix.zhtml?c=253770&p=irol-calendar
Oppenheimer & Co. Inc. 2016 Life Sciences Summit
11/29
https://www.opco.com/conferences/life16/index.aspx
Piper Jaffray 28th Annual Healthcare Conference
11/29-30
http://www.piperjaffray.com/2col.aspx?id=1108
https://statusproconf.com/Agenda/event/46
Deutsche Bank Pharmaceutical and Healthcare Corporate Day
12/1
Alnylam
http://edge.media-server.com/m/p/ih8ptffx
12/4 1:00pm ET
Celgene
http://edge.media-server.com/m/p/3yeju564
12/4 11:00am ET
Spark
http://edge.media-server.com/m/p/87wkwjig/lan/en
12/5 8:00am ET
UniQure
http://edge.media-server.com/m/p/ewguxj7e
12/5 10:00am ET
blue
http://edge.media-server.com/m/p/nn4q2xet/lan/en
12/5 11:00am ET
GBT
https://event.webcasts.com/starthere.jsp?ei=1127666
12/5 3:15pm ET
Bellicum
https://www.webcaster4.com/Webcast/Page/359/18714
12/5 3:15pm ET
Roche
http://www.roche.com/investors/updates/inv-update-2016-11-22.htm
12/5 8:30pm ET
GenMab
http://edge.media-server.com/m/p/fatt4nhn
12/5 11:00pm ET
Ariad
http://edge.media-server.com/m/p/f29s94so/lan/en
12/7 10:00am
Citi Global Healthcare Conference
12/7-8
http://www.citiconferences.com/
Guggenheim Securities 4th Annual Boston Healthcare Conference
12/13
Goldman Sachs Healthcare CEOs Unscripted: A View from the Top
1/5/17
JP Morgan Annual Healthcare Conference
1/9-12/17
Biotech Showcase
1/9-11/17
https://ebdgroup.knect365.com/biotech-showcase/
NobleCON13
1/30-31/17
https://nobleconference.com/noblecon13
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Procedure for Updating Calendar
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iHub NewsWire
Who hacked Peter's account
OCRX:
Quite the volume today on a traditionally low volume day.
Thanks jbog.
Is it known what will happen with capital gains tax rate and the AMT tax?
The obesity (in older age) being inversely correlated but not in mid-age was a rather interesting finding.
On what you and other have posted I wonder if higher antibiotic use in todays society reduces risk of some sort of infection that (in some) cases may lead to later life AD.
OCRX:
The STOP-ALF abstract is here for anyone is interested, pages 1126-1127.
http://www.aasld.org/sites/default/files/LBA%20Full%20Abstracts%20Final%20%28Trimmed%29_1.pdf
Nektar:
Sally had a nice write up about NKTR-214's SITC presentation. I don't know if it was supposed to be behind the paywall or not but I saw a tweet to it and it seems freely available. Its a very nice discussion with interview and I can see why her sub is worthwhile for those with the interest/resources in Oncology drugs.
http://biotechstrategyblog.com/2016/11/sitc-2016-can-nektar-boost-checkpoint-performance.html/
h/t @BiotechStrategy