Replies to post #236487 on Biotech Values

[semi_infinite]

MYOV/PFE deal slides. Xtandi 25% growth YOY and I buy the reasoning that combined sales force will result in much faster uptake.

https://investors.myovant.com/static-files/108b5216-262d-4ff2-b1c8-ac15aeedad7a

[DewDiligence]

MYOV/PFE—Phase-3 open-label extension study of relugolix combination regimen hits primary endpoint in uterine fibroids:

https://finance.yahoo.com/news/myovant-sciences-pfizer-announce-positive-103000642.html

Myovant Sciences…and Pfizer…today announced positive data from the Phase 3 LIBERTY randomized withdrawal study of relugolix combination therapy (relugolix 40 mg plus estradiol 1.0 mg and norethindrone acetate 0.5 mg) in women with uterine fibroids. This study was designed to assess the safety and efficacy of continued treatment with relugolix combination therapy for up to two years.

…The LIBERTY randomized withdrawal study met its primary endpoint with 78.4% of women who continued on relugolix combination therapy achieving the sustained responder rate (menstrual blood loss < 80 mL) through Week 76 compared with 15.1% of women who discontinued treatment and initiated placebo at Week 52 (p < 0.0001).

[DewDiligence]

MYOV -9%—PFE declines_option_to_license Orgovyx for_oncology_indications_ex-US/Canada:

https://finance.yahoo.com/news/myovant-sciences-announces-financial-results-105500200.html

Assessing partnership opportunities with multiple interested parties for international rights to relugolix in oncology following Pfizer’s decision to decline its option based on their assessment of their current strategic investment priorities in international markets; no impact to collaboration in U.S. and Canada