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4Q shortfall (weaker sale for 4Q relative to 3Q) is standard for last few years, due to end-of-year copay issue. But, not at this magnitude (+$150M).
Will see did Roche also "suffer" 4Q-problems????
RE: REGN
Does anyone believe Eylea 4Q shortage blamed on avastin and co-pay?
I can not read Baron article , but whatever they said about BMY, I agree.
Think it is way too cheap for way too long.
Maybe, it is time to change this, however...Mr. Market is known to act with stupidity and short sign.
Agree,
Mr. Market is acting as stupid as it can be. BMY is way undervalued, IMO.
1. Covid, like all others viruses (from ages) mutate randomly (mistake in replication with slow mistake "recovery" mechanisms. The more it replicate the more variants emerge (if strain survive), evolution is dominant.
2. Universal may be those vaccines that target conserved part (inert envelope proteins or "stable" Spike). However, it is to expect that those vaccines may be LESS EFFECTIVE (for active strain) in infection rate (spread) suppression!
My laiman view.
I think any new construct will also be anti-spike just designed to hit this variant
Where that end?
It is ok if new variant is less or equally severe, but what if new variants develop into much deadly infections?
Yes, he is. None want to jump in front (with speculative-conclusion), without real world date about what is going on!
< Even now, VIR's valuation is much too high, IMO.>
Please, you will eradicate all my gains with VIR! Was slow to sell (inactivity on PC)
If re-infection is more prevalent with new variant, than idea to used spike-protein as template was bad from start. It will just "enhance' natural selection of the "survarable' virus strain, and make things worse.
Anyway, indicate that "neutralizing Abs" immunity (innate) has short life and vaccination need more deeper infiltration (DC---> T and B-cells) of the human defense mechanisms.
That’s not bad, but neither is it a knock-your-socks-off result.
Yup, and their choice is Keytruda, not Libtayo.
So much confidence and *great relationship* with REGN!
Is Len on their *BLACK list*!?
NKTR: "investors not impressed"
Maybe for a good reason!
- Expect to have manufacturing data ready for
submission before safety milestone is reached
<if an EUA is granted the government has committed to making these doses available to the American people at no cost>
BARDA paid for ~300K doses (it is ~$1200/dose), after that it is NOT FREE! Or, BARDA will need to open wallet again!
Yes, REGN need SC Abs formulation, for COVID-19.
There are clearly some logistical problems with this kind of COVID therapy.
Chart looks terrible, and Comp. may be *terrible* as well!
the treatment is generally safe and shows good evidence of efficacy ( a dose response reduction of mortality with high, medium, and low titered plasma).
From where is that....discovering hot water?
REGN is developing SC nAbs formulation for COVID-19,...which will compete big time with CP.
At SI, early 2 posts
https://www.siliconinvestor.com/readmsg.aspx?msgid=32895556
VAC=very active company????
Trump was tipped from someone knowledgeable when he went after CVAC. With similar self-replicating mRNA technology (but obviously not at their advancement level) is US San Diego based ARCT. So far only Singapura show interest. I was short and long (trading) ARCT,...it can be explosive volatile IF they can prove they have something of value in hand????
MRNA is "banking" on public opinion. ABUS needs GOOD LOWERS!
RE: VIR
No CC.
You have all the right and maybe reason to be skeptical. RE: SRNE
Where was your's crystal ball all those days?
Yes, any development country without much difficulty can manufacture NVAX vaccine, and that is big plus.
Thanks. That really screw up NKTR214!
Relatlimab (anti-LAG3) + Opdivo (S#18):
Is trial read-out (2020-end, 1L melanoma) registrational (P3) or early (P1b)?
The $10M up-front amount is rather puny for a NASH program.
Ha, ha...
[bBioNTech. “Genevant’s liver-targeted platform complements our existing capabilities for dendritic cell-specific delivery of mRNA encoded antigens]
Liver was an idea when they signed deal.
Vaccines (even from cancer vaccines) are LNPs are bit different story. BioNTech at that time had dendritic cell mRNA delivery technology.
That is way GOV want data as soon as possible. They will be better than delay one.
INO—I’m not clear on which specific comparison you’re calling unfair.
From the NAbx titer and CD4/8 level one would expect better viral clearing after inoculation. Why did they chose low viral level?
So, I do not know what is going on? Something is not right?
Not fair.
INO tested *memory* B and T-cells response (13w)
The initial viral loads detected in control unvaccinated animals in this study were
approximately 2 logs higher (109 PFU/swab in 4/5 NHPs on day 1 post-challenge) than in similar
published studies performed under identical conditions (~107 PFU/swab) (Yu et al., 2020). Two
of the prior reported NHP studies included intranasal delivery as an inoculation route for challenge
(van Doremalen et al., 2020b; Yu et al., 2020). High-dose challenge inoculums are frequently
employed to ensure take of infection, however such high dose challenge may artificially reduce
the impact of potentially protective vaccines and interventions (Durudas et al., 2011; Innis et al.,
2019). Despite these limitations, this study demonstrated significant reduction in peak BAL
sgmRNA and overall viral mRNA.
The placebo patients do not have any disease when they enter the trial, and they presumably wouldn’t be helped by subsequent vaccination if they develop COVID-19 during the trial.
Unblinded data, even after positive interim, is terrible idea...how to follow long term immunity (if there is no reference and and non-bias)?
The phase-2/3 trial of BNT162b2 will enroll approximately 30,000 subjects randomized 1:1 to two 30µ doses
ABUS - it appears that ABUS has a monetary IP case against two of the frontrunners in the race to vaccine, MRNA & BNTX
ABUS 5.07 - here's the BNTX agreement with Genevant from 7/4/18
*Gut* flu vaccines? I can't buy that story for a second!