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I will be holding right along with you! Future is bright
I don't know, that was something posted by Benzinga and it's possible it was in relation to ASH Presentation? By the way the ASH presentations make it very clear that Lenz is going to be very busy with lots of opportunities to grow into. Very excited about the future for sure
All systems go! We could easily be sitting at $20 and still be in the rumor zone, but HGEN is rolling down Fact Avenue with the top down and letting it's hair blow in the WINS! Stab it and steer Durrant!
Lenzilumab is going to hit a huge double with Car-T & Covid data! Ohh and don't forget University of Zurich Funded GVHD Trial is in advanced planning. HGEN is going places and 2021 is going to be a fantastic year here!
ZUMA-19 Car-T study updated to show new sites added. This is a small and important study.
BET Trial updated showing more sites added and recruiting. Mayo Clinic Phoenix is now one of the sites added to the list.
https://clinicaltrials.gov/ct2/history/NCT04583969?A=6&B=7&C=Side-by-Side#StudyPageTop
Just a little more time, they've definitely made us earn every step North, but it is coming.
Let's go, Let's go, Let's go!
Don't sleep on Novartis as they have the exact same need in Car-T as Gilead. Plus the Managment & Board are also connected to Novartis but they are also pretty much connected to every Big Pharma.
They have also updated the Pipeline page to show 350 and Title it as Potential Registration Enabling
https://www.humanigen.com/pipeline
Might have to go back to past investor presentations. I think Covid delayed enrollment by a few months, but original plan was an interim on Phase 1 Portion before end of year.
BARDA and JPEO-CBRND help Humanigen evaluate drug to potentially prevent or treat cytokine storm caused by COVID-19
https://www.medicalcountermeasures.gov/newsroom/2020/humanigen/
Yes, I feel like the Big Picture here is easily missed. Sitting on an almost finished Phase III Trial, Mayo Clinic details, and a almost guaranteed EUA & BLA within the very near future. Working with BARDA, CRADA and NIH in just this one application oh and also partnered with Kite/Gilead in a Trial desperately needed to open up Car-T in trials that may not even require a Phase III due to efficacy already being established. Oh and University of Zurich is funding Trails in GVHD, and we have Ifabotuzumab in Glioblastoma Phase 1 near completion. HGEN is a Powder Keg of Catalysts primed and ready to explode.
I thought the list of names was pretty interesting as you get deeper into the smaller holdings. Venrock's total shares was 17 Million pre-split but only a small amount of their shares reported on this filing whereas Valliant's shares listed were 7+ Million and all of their show up on this filing. I am doing this from work so just quickly throwing down some thoughts here
Venrock
https://www.sec.gov/Archives/edgar/data/1293310/000110465920072892/tm2022295-1_sc13g.htm
https://whalewisdom.com/filer/venrock-healthcare-capital-partners-ii-lp
Valiant
https://whalewisdom.com/filer/valiant-capital-management-lp#tabholdings_tab_link
HGEN/KBIO - per Whale Wisdom
https://whalewisdom.com/stock/kbio
I will be looking for who doesn't sell as that could provide more confidence. We know the Big Names on the list, and although they may sell some I think they are here for a much longer ride. So many other opportunities to have made a quick flip, this feels like a long hold especially into 2021 1st half.
This one will be interesting as it could shed some light on Production Capabilities. I will not be able to listen because of a Job, c'mon HGEN set me free (+= . Love some feedback if anyone gets to join in.
CowtownJay, have you seen the latest filing? I thought the list of names of who is holding shares was pretty interesting.
Probably waiting to use 2021's checkbook as they are done with strategic buying moves for 2020. Who knows, but were are long overdue for a moon shot and more time just makes that much more of a threat to rip quickly. I can guarantee I would not be playing short here at all.
Definitely feels like someone is holding us back, there is no reason to continue to overlook all of the great and proven milestones here. I am pretty sure it is our future Daddy not letting us run.
I do not. HGEN is targeting 100K doses in 2021 at an estimated $1 Billion in sales. That is such a small # vs any gains a Vaccine could make. Also Lenz is finishing Phase III Trials in Severe/Critical with reduced days in Hospital vs current S.O.C. so I see it becoming a Frontline Treatment in that population and probably way short of the overall demand at 100K Doses. Also remember that they are looking to fill National Stockpile and will be receiving a BLA for Non-Covid ARDS. Short sighted buyers might miss the big picture here, but Investors like Venrock, Valiant and Surveyor are fully aware of long term potential and are here for much more than a quick buck. Car-T news with interim read will also be coming early 2021 further supporting Lenz as the S.O.C. vs Cytokine Storm. Future seems very bright here.
It is time, looks like HGEN hits 75% enrollment very quickly and I am guessing BARDA will push for EUA then. With proven results the funding will be approved. HGEN is trying to get to 100K Doses at approximately $1 Billion in sales which is very achievable with Pandemic with a Vaccine in play. Also I believe that the subsequent BLA will open doors to continued use after Pandemic in Non-Covid ARDS and of course Car-T is coming. So much more here then just a one trick pony. Covid revenue will fuel other advancements. Solid Leadership and Blue Chip Investors make it hard to find a downside.
Is 75% at 386 Patients / 515 ? Seems like I had seen a different # floating around so I'm curious if that is our target still? If so we are really close.
Investor Materials then view/Download Slide Show
https://www.humanigen.com/investor-materials
Excellent!! Hammer Down and get this MOFO across the finish line. HGEN + EUA + BLA all coming very quickly. BARDA Funding should be coming very soon, BET should also be enrolling rapidly with NIH at the helm.
I think that is a reasonable estimate especially if you are counting Car-T. There are so many doors that open with the BLA for Lenz. Company has mentioned National Stockpile and Non-Covid ARDS in previous Investor Calls. We are literally Weeks to a Month away from a Phase III EUA that will lead to a BLA in early 2021 for Lenzilumab and becoming the S.O.C. in Covid, and opening doors to so many other applications. There are really big things on tap here.
There 72 total companies on Barda's Covid-19 List . Everything from Testing to Vaccines. 71 of the 72 so far have received some type of award and funding except for Humanigen. HGEN is listed as Company they have funded and you can see that by scrolling to the bottom of the attached link below and looking at the Map. I think we are getting clos to some Great News on the BARDA Front.
https://www.medicalcountermeasures.gov/app/barda/coronavirus/COVID19.aspx
This is type of scenario that makes sense to me in relation to the Galapagos Deal, I could see something similar with HGEN. They have strong leadership in place, and are innovative as Durrant has said in past interviews the benefits of small Bio's is ability to move on the fly.
NIH/NIAID Sponsored ACTIV-5/BET Trial dosed it's first patient with Lenzilumab One Month ago today. While it is amazing how quickly we have seen Phase III enrolling at other sites I am curious how fast this trial is enrolling with NIAID at the helm. December has the potential to be a Monster Month for HGEN.
I wonder how much is already underway? Could it be that the supply is nowhere near demand and they need time to quietly build the stockpile?
Thanks for sharing this. I cannot believe we are still sitting under $15 - $20 right now with everything we know.
Okay, I thought I had stumbled across something like that when trying to take a break. Good to have confirmation and you are correct with sites in US, Brazil and Mexico we could be ready much sooner. Happy to see it was confirmed!
I was unavailable all last week during the Conference Calls, but did they provide an updated # on how many Patients have been treated to date?
Thanks Robin, the potential for expanding Car-T is huge and increasing efficacy is the first step in eliminating unnecessary costs required by treating dangerous side effects such as Cytokine Release Syndrome. Lenzilumab has a very bright future which is why we see so many Blue Chip Investors like Venrock, Valiant and Surveyor involved here, as well as the bench strength of Management's resumes and I do not believe any are here for a Covid flip.
HGEN is getting it done! Another reason why a BLA for Lenzilumab will be huge. The income generated from Lenzilumab sales will fuel further testing. As for Glioblastoma, Cameron Durrant also sits on the Board of Bexion who happen to be focused on GBM as well. HGEN's Captain & Crew are well suited for growth right now. Bob Atwill who is in charge of Asia Pacific Expansion is perfectly positioned to make things happen quickly.
There was supposed to be a interim readout for December, but I think enrollment was slowed due to Covid so it should be in Q-1. I keep thinking that will be answer to Gilead's next move here. They are going to see the results with Yescarta and that along with Phase III Covid should be more than enough to make an aggressive move.
Zuma-19 Trial Updated to show OHSU (Oregon Health & Science University) added and actively recruiting in Car-T with Lenzilumab & The Kite/Gilead Collaboration.
https://clinicaltrials.gov/ct2/history/NCT04314843?A=11&B=12&C=Side-by-Side#StudyPageTop
BET Trials sites updated on 11/17. More Sites added and Ohio is now Recruiting. The addition of Advent Health in Orlando caught my attention.
https://clinicaltrials.gov/ct2/history/NCT04583969?A=5&B=6&C=Side-by-Side#StudyPageTop