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Re: None

Friday, 09/25/2020 3:22:12 PM

Friday, September 25, 2020 3:22:12 PM

Post# of 1190
From Peter on the Yahoo message Board and I agree with this assessment:

Potential price movers over the next 12 mo (roughly in order):
1) SITC 1181 data monotherapy and combination, likely presented in a similar format to the MK4830 data
2) 2373 monotherapy data
3) European bali and zali/bali partnership
4) zalifrielimab data for anti-PD1 progressors
5) 1223 data
6) 1777 IND approved
7) bal BLA filing
8) zal/bal BLA filing
9) iNKT COVID early data
10) 1531 IND approved
11) iNKT early cancer data and move into ICI combo
12) early 1777 data
13) bal FDA approval
14) zal/bal FDA approval
15) First 1181 BLA and 1181/bal BLA filed
16) First commercial sales numbers of bal and zal/bal (perhaps later)
17) QS21 news?
18) Prophage GBM trial data
19) zal/bal + chemo in sarcoma data
20) zal/bal + chemo in bladder data
21) GS 1423 data
22) INCY GITR data (among others)
23) China approves bal and zal/bal and commercial sales begin
24) Zal data for URGN in invasive bladder cancer
25) GSK 25m royalty payment
26) European partner begins bal and zal/bal sales
27) Data for zal/bal expanded indications
28) Multiple partners or purchases of bal for non Agenus combos
29) Merck option money (50m each) for 1223 or 2373 or both.
30) Various milestone payments
Undoubtedly there are more i have not considered
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