News Focus
News Focus
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jbog

01/03/21 9:01 PM

#236585 RE: DewDiligence #236582

I'm assuming you had your eyes closed and were tapping your heels when you wrote that.
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Bickema

01/04/21 9:26 AM

#236592 RE: DewDiligence #236582

Dew are you able to provide any color on how the approval process is coming along with regards to Daxi?
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DewDiligence

01/08/21 9:01 AM

#236686 RE: DewDiligence #236582

ENTA announces two new programs: 1) an oral HBV RNA destablizer; and 2) an RSV-L inhibitor. These are possible combination agents for ENTA’s existing compounds, EDP-514 and EDP-938, respectively.

https://www.enanta.com/investors/news-releases/press-release/2021/Enanta-Pharmaceuticals-to-Provide-Updates-on-its-Research-and-Development-Programs-and-Outlook-for-2021-at-the-39th-Annual-J.P.-Morgan-Healthcare-Conference/default.aspx
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DewDiligence

01/12/21 11:28 AM

#236729 RE: DewDiligence #236582

PFE issues_preliminary_2021_non-GAAP_EPS_guidance—>$3.00-3.10:

https://www.sec.gov/ix?doc=/Archives/edgar/data/78003/000119312521006923/d102109d8k.htm
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DewDiligence

01/20/21 6:12 PM

#236802 RE: DewDiligence #236582

ICPT’s President, U.S. Commercial &Strategic Marketing, quits:

https://www.sec.gov/ix?doc=/Archives/edgar/data/1270073/000110465921005851/tm213669d1_8k.htm

He knows the stock is dead money :- )
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DewDiligence

02/05/21 7:04 PM

#237016 RE: DewDiligence #236582

PFE vs MRK: #msg-161560794.
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DewDiligence

02/25/21 7:57 PM

#237248 RE: DewDiligence #236582

ICPT -19% on 4Q20 results—(the recent executive departures don’t help):

https://finance.yahoo.com/news/intercept-pharmaceuticals-reports-fourth-quarter-120000469.html

The following senior executives have left the company in the past few months…

CEO: #msg-160084968
CCO: #msg-161068947
CMO: #msg-161068947
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DewDiligence

05/06/21 4:15 PM

#237971 RE: DewDiligence #236582

ENTA reports HBV data_from_ 200mg_and_400mg_cohorts_of EDP-514 phase-1b:

https://www.enanta.com/investors/news-releases/press-release/2021/Enanta-Pharmaceuticals-Reports-Positive-Data-from-Part-2-of-its-Phase-1b-Study-of-EDP-514-in-Chronic-Hepatitis-B-Virus-Patients-on-Treatment-with-a-Nucleoside-Reverse-Transcriptase-Inhibitor/default.aspx

Enanta Pharmaceuticals…today announced positive data from the first two dose cohorts of Part 2 of its Phase 1b study of EDP-514 in chronic hepatitis B virus (HBV) patients already being treated with a nucleoside reverse transcriptase inhibitor (NUC). The data demonstrated that EDP-514, the Company’s novel class II oral HBV core inhibitor, was safe and well-tolerated, displayed pharmacokinetics (PK) supportive of once-daily dosing, and resulted in a mean reduction in HBV RNA of 1 log.

The 800mg cohort is ongoing. Each of the three dosing cohorts and the placebo control arm has 6 patients. Patients are treated for 28 days.
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DewDiligence

06/17/21 6:41 PM

#238427 RE: DewDiligence #236582

BMY, Eisai ink global collaboration for MORAb-202 ADC:

https://investors.bms.com/iframes/press-releases/press-release-details/2021/Eisai-and-Bristol-Myers-Squibb-Enter-Into-Global-Strategic-Collaboration-for-Eisais-MORAb-202-Antibody-Drug-Conjugate/default.aspx

Eisai Co., Ltd. and Bristol-Myers Squibb Company announced today that the companies have entered into an exclusive global strategic collaboration agreement for the co-development and co-commercialization of MORAb-202, an antibody drug conjugate (ADC). MORAb-202 is Eisai’s first ADC and combines Eisai’s in house developed anti-folate receptor alpha (FR-alpha) antibody, and Eisai’s anticancer agent eribulin, using an enzyme cleavable linker. It is a potential best-in-class FR-alpha ADC with a favorable pharmacology profile and demonstrated single agent activity in patients with advanced solid tumors.

Eisai is currently investigating MORAb-202 in FR-alpha-positive solid tumors (inclusive of endometrial, ovarian, lung and breast cancers) in two studies: a Phase 1 clinical study in Japan and a Phase 1/2 clinical study in the United States. The companies are planning to move into the registrational stage of development for this asset as early as next year.

Under the agreement, Eisai and Bristol Myers Squibb will jointly develop and commercialize MORAb-202 in the following collaboration territories: Japan; China; countries in the Asia-Pacific region; the United States; Canada; Europe, including the European Union and the United Kingdom; and Russia. Bristol Myers Squibb will be solely responsible for developing and commercializing the drug in regions outside of the collaboration territories. Eisai will remain responsible for the manufacturing and supply of MORAb-202 globally.

Under the financial terms of the agreement, Bristol Myers Squibb will pay $650 million U.S. dollars to Eisai including $200 million U.S. dollars as payment toward Eisai research and development expenses. Eisai is also entitled to receive up to $2.45 billion U.S. dollars in potential future development, regulatory, and commercial milestones. The parties will share profits, research and development and commercialization costs in the collaboration territories and Bristol Myers Squibb will pay Eisai a royalty on sales outside of the collaboration territories. Eisai is expected to book sales of MORAb-202 in Japan, China, countries in the Asia-Pacific region, Europe and Russia. Bristol Myers Squibb is expected to book sales of MORAb-202 in the United States and Canada.

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DewDiligence

07/29/21 12:09 PM

#238873 RE: DewDiligence #236582

NASH doubletalk from ICPT:

https://www.globenewswire.com/news-release/2021/07/29/2271107/23024/en/Intercept-Pharmaceuticals-Reports-Second-Quarter-2021-Financial-Results-and-Provides-Business-Update.html

“We continue to make progress on our development program in NASH fibrosis… Since the beginning of 2021, we have had frequent exchanges with FDA to gain alignment and feedback on safety, biopsy methodology and efficacy data. We have now gained enough insight from FDA in these critical areas to move forward on our plan, and with the right team in place, we have begun to generate what will ultimately be the largest data package ever produced in the NASH field. We will be evaluating available data internally to inform decision-making and expect that process to continue into the early part of next year, with a goal of holding our pre-submission meeting to review the data with FDA during the first half of 2022.”

Right.