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APTO's CG-806 will have a tough time beating LLY's LOXO-305...
LOXO-305 Is Highly Effective in Heavily Pretreated B-cell Malignancies
https://www.onclive.com/view/loxo-305-is-highly-effective-in-heavily-pretreated-b-cell-malignancies
Taking Two Different Vaccines?
https://blogs.sciencemag.org/pipeline/archives/2020/12/02/taking-two-different-vaccines
MACK > saw these green flags yesterday and didn't follow through on my DD. Oh well...
http://openinsider.com/MACK
More color on AlphaFold...
In a major scientific breakthrough, A.I. predicts the exact shape of proteins
https://fortune.com/2020/11/30/deepmind-protein-folding-breakthrough/
Google's AI technology company DeepMind solves protein folding...
DeepMind solves 50-year-old ‘grand challenge’ with protein folding A.I.
https://www.cnbc.com/2020/11/30/deepmind-solves-protein-folding-grand-challenge-with-alphafold-ai.html
AlphaFold: a solution to a 50-year-old grand challenge in biology
https://deepmind.com/blog/article/alphafold-a-solution-to-a-50-year-old-grand-challenge-in-biology
Right... !! is probably more like it. Absolute beast. TRIL may have the better CD47 though.
Re: OncoImmune and SACCOVID...
OncoImmune’s SACCOVID™ (CD24Fc) Exhibits Superb Therapeutic Efficacy—A Potential Breakthrough in Treating Severe and Critical COVID-19
https://www.biospace.com/article/releases/oncoimmune-s-saccovid-cd24fc-exhibits-superb-therapeutic-efficacy-a-potential-breakthrough-in-treating-severe-and-critical-covid-19/
Intel's Mobileye signs lidar agreement with Luminar, which is set to go public
https://techcrunch.com/2020/11/20/mobileye-taps-luminar-to-supply-lidar-for-its-robotaxi-fleet/
Pre-print on immunity durability in recovered COVID patients...
Immunological memory to SARS-CoV-2 assessed for greater than six months after infection
https://www.biorxiv.org/content/10.1101/2020.11.15.383323v1
ALXO > impressive ORR vs SOC (slide 32)...
https://ir.alxoncology.com/static-files/bee60c4d-90dc-4991-a6d5-efdb01c393f8
ALX Oncology (Nasdaq: ALXO) is a clinical-stage immuno-oncology company focused on helping patients fight cancer by developing therapies that block the CD47 checkpoint pathway and bridge the innate and adaptive immune system
ALXO > impressive ORR vs SOC (pg 32)...
https://ir.alxoncology.com/static-files/bee60c4d-90dc-4991-a6d5-efdb01c393f8
ALX Oncology (Nasdaq: ALXO) is a clinical-stage immuno-oncology company focused on helping patients fight cancer by developing therapies that block the CD47 checkpoint pathway and bridge the innate and adaptive immune system
How the ‘Dead Zone’ Could Help This Car Take on Tesla
https://www.wired.com/story/lucid-air-efficient-powertrain/
Novavax's vaccine as well.... NVX-CoV2373 can be stored at 2-8 degrees centigrade (36-46 F).
Derek Lowe on ramifications of cold storage requirements on distribution...
https://blogs.sciencemag.org/pipeline/archives/2020/11/09/vaccine-efficacy-data
CRDF > Only caveat is all data is for combo...no monotherapy.
CMS guidance on administering COVID mAbs...
https://www.cms.gov/files/document/03092020-covid-19-faqs-508.pdf
Pg 121...
REGN > antibody cocktail reduced Covid-19 related medical visits by 57%...
REGENERON'S COVID-19 OUTPATIENT TRIAL PROSPECTIVELY DEMONSTRATES THAT REGN-COV2 ANTIBODY COCKTAIL SIGNIFICANTLY REDUCED VIRUS LEVELS AND NEED FOR FURTHER MEDICAL ATTENTION
https://investor.regeneron.com/news-releases/news-release-details/regenerons-covid-19-outpatient-trial-prospectively-demonstrates/
Lotemax is .5% suspension dosed 4X day...Eysuvis is .25% dosed 2X day. Lotemax vs. other steroids....
Impact of the Topical Ophthalmic Corticosteroid Loteprednol Etabonate on Intraocular Pressure
https://www.ncbi.nlm.nih.gov/pmc/articles/PMC4846687/
Eysuvis was trialed against placebo so no data vs. Lotemax and Lotemax wasn't trialed for DED flares. The SE profile is benign...AEs (2.9% vs 1.5% placebo) and IOP elevation (0/449) similar to placebo.
Lotemax is dosed .5% and Eysuvis .25%.
My understanding is pts are frustrated with how long it takes to get relief with Restasis(cyclosporine) and Xiidra. Both have significant side effects upon initiation and can take weeks if not months before the patient gets relief and that translates to a high discontinuation rate (60-70% within 2-3 mos)). Both Restasis and Xiidra must be taken continuously which becomes expensive. According to surveys 82% of Restasis and Xiidra pts suffer from flares. The DED population is severely underserved...90% of DED pts are not on either Rx and 80-90% of DED pts suffer from flares.
For dry eye flares Eysuvis works much faster than Restasis or Xiidra...within 2 days the patient feels less discomfort. Lotemax (Bausch & Lomb) is the same drug (loteprednol etabonate) as Eysuvis except Eysuvis uses a proprietary nanoparticle delivery technology (AMPPLIFY) which increases LE penetration to corneal and aqueous humor by more than 3x. Lotemax is not approved for DED flares but some optometrists have been prescribing Lotemax off-label. Currently about 3% of the 17.2M DED pts are prescribed off-label steroids. The KALA investment thesis is that optometrists will switch from off label steroids i.e. Lotemax to Eysuvis for flares, will also prescribe Eysuvis when starting pts on Restasis or Xiidra and will switch those who discontinue to Eysuvis with the aim of prescribing 4-5 cycles over a yr. The average patient experiences 2 to 7 dry eye flares on a yearly basis.
some perspectives on flares from a few eye docs...
https://www.eyeworld.org/download/file/fid/453#:~:text=The%20average%20patient%20experiences%202,eye%20flares%20throughout%20the%20year.
KALA > bull & bear case...
Jefferies...
KALA > Kala Pharmaceuticals Announces FDA Approval of EYSUVIS™ for the Short-Term Treatment of the Signs and Symptoms of Dry Eye Disease
https://investors.kalarx.com/news-releases/news-release-details/kala-pharmaceuticals-announces-fda-approval-eysuvistm-short-term
Here's another study supporting aspirin for COVID...
Aspirin Use is Associated with Decreased Mechanical Ventilation, ICU Admission, and In-Hospital Mortality in Hospitalized Patients with COVID-19
https://journals.lww.com/anesthesia-analgesia/Abstract/9000/Aspirin_Use_is_Associated_with_Decreased.95423.aspx
Brazilians Turn to Botox to Wipe Away That Quarantine Frown
Demand for beauty treatment soars for men and women alike during pandemic, as videoconferences and masks highlight wrinkles
https://www.wsj.com/articles/brazilians-turn-to-botox-to-wipe-away-that-quarantine-frown-11603645858?mod=hp_featst_pos5
PRAX > from the S-1...
https://www.sec.gov/Archives/edgar/data/1689548/000119312520269768/d945651ds1a.htm
Aubrey Rankin was CEO of Zeltiq from from Aug 2013 - Aug 2015. He started HintMD in Sept 2015...1 mo. after AGN acquired Zeltiq. Rankin is now President, Innovation & Technology at Revance. Rankin also has extensive M&A experience which is a plus...
https://www.linkedin.com/in/aubreyrankin
Because I didn't read the prospectus it wasn't old news to me. However after reading it I found the "Background of the Merger" (beginning on pg 95) a very interesting read. Any idea as to the identity of the mysterious "Party B" who was the competing bidder against Revance who made an all cash offer? According to the prospectus Party B was an investor in HintMD and a "global pharmaceutical company" undergoing "certain reorganization activities" according to the prospectus... ABBV/AGN? I'm guessing Zeltiq was a seed investor because Aubrey Rankin the co-founder of HintMD was CEO of Zeltiq...then AGN inherited shares when they acquired Zeltig and AVVB inherited those shares when they acquired AGN.
https://www.sec.gov/Archives/edgar/data/1479290/000119312520177782/d922558d424b3.htm
It was disclosed in the Prospectus filed on June 24...
https://www.sec.gov/Archives/edgar/data/1479290/000119312520177782/d922558d424b3.htm
RVNC > a Form 4 filed today reveals CEO Mark Foley was a shareholder of HintMD. He received 315,352 shares of RVNC for his ownership stake in HintMD. Dew - what do you make of this?
>>>However, RVNC's dollar sales in CD will naturally be lower at a dose of 125U as compared to a dose of 250U.<<<
I don't understand. Doesn't the value lie in the treatment efficacy and duration regardless of the dose size?
A doctor or patient wouldn't base their treatment decision on the size of the dose compared to the size of dose of the competition....would they?
FGEN > FibroGen to present efficacy, safety analyses from Roxadustat Phase 3 Program
https://thefly.com/landingPageNews.php?id=3174772&headline=FGEN;AZN;ALPMY-FibroGen-to-present-efficacy-safety-analyses-from-Roxadustat-Phase--Program
RVNC > Revance Reports Positive Results from ASPEN-1 Phase 3 Trial of DaxibotulinumtoxinA for Injection in Cervical Dystonia
https://investors.revance.com/news-releases/news-release-details/revance-reports-positive-results-aspen-1-phase-3-trial
Exclusive: FDA faults quality control at Lilly plant making Trump-touted COVID drug
https://www.reuters.com/article/us-health-coronavirus-lilly-exclusive/exclusive-fda-faults-quality-control-at-lilly-plant-making-trump-touted-covid-drug-idUSKBN26Y30C
This Startup Is Growing Sushi-Grade Salmon From Cells in a Lab
https://www.sciencetimes.com/articles/27402/20200922/growing-sushi-grade-salmon-cells-lab.htm
Wildtype is opening up a pre-order list for select chefs as it focuses on lab-grown, sushi-grade salmon
https://techcrunch.com/2020/09/11/wildtype-is-opening-up-a-pre-order-list-for-select-chefs-as-it-focuses-on-sushi-grade-salmon/
Wildtype... https://www.wildtypefoods.com/
Trillium Therapeutics Receives Notices of Allowance From U.S. Patent and Trademark Office
https://www.biospace.com/article/releases/trillium-therapeutics-receives-notices-of-allowance-from-u-s-patent-and-trademark-office/