SIX (6) REASONS 2022 will be PIVOTAL for SORRENTO 1. ABIVERTINIB $61 Billion global market partnership(s). There will be multi-billion upfront, milestone and royalty payments. And look to the partnership partners to become the eventual buyout actors! 2. SCILEX SPINOFF. More SP-102 data is due in January. This new treatment could gross $6-10 billion annually in the US alone!. The partner is a wealthy Singapore based venture capital firm. 3. COVISTIX REVENUE STREAM. Sales have recorded in Q4 of 2021 and will ramp up in Q1 of 2022. Europe, Central and South America, Canada, Japan and the US will follow. 30 million monthly test production near term! 4. COVIDROPS, COVI-MSC, COVISHIELD, SP-102, ABIVERTINIB(cancer and Covid) news is expected in Q1 2022 as are more EUA's. SP-102 and ABIVERTINIB revenue expected in 2H of 2022. 5. ORAL MP18 based PAN-COVID ANTI-VIRAL. A peer-reviewed publication was released showing strong pan-Covid activity (including Omicron). This could enter the clinic in Q1 or Q2. A world-wide development and marketing partner might be expected. Look for something better than Merck or Pfizer's drugs! 6. In Cancer Sorrento has more than 10 fully human antibodies in the clinic or late pre-clinical(PD-1, PD-L1, CD38, CD123, CD47,BCMA, TROP2, LAG3, CTLA-4 and CD137). Allogenic DAR-T and a second generation oncolytic virus(Seprehvec) will enter the clinic as well as several additional ADNAB(Mayo Clinic) drugs. I was glad to see the new updated corporate presentation. https://investors.sorrentotherapeutics.com/static-files/f9f8b12e-6037-4b48-b919-6d99d417698a And big funds are buying shares! Blackrock 20.8 million:Vanguard 15.5 million:State St. 12.3 million.
***PHASE 3, close to EUA or close to market (12 programs) 1. Abivertinib NSCLC NDA filed China 2. Abivertinib NSCLC ph.3 completed US 3. PD-L1 SCLC partnered.China NDA filed for cervical cancer. 4. Erbitux biosimilar 5. Xolair biosimilar 6. Remicade biosimilar(approved in China. SRNE holds ROW rights!) 7. SP-102 sciatica + back pain. Marketing in 2H 2022. 8. RTX Osteo Arthritis 9. RTX cancer pain 10. Covi-Stix EUA application(approval in Mexico, Brazil and Europe...15 millions shipped to Mexico. WHO and Canada coming soon. DOD CRADA 11. Sofusa Enbrel phase 1b 12. Cynviloq (part of PSS lawsuit) ***PHASE 2 (13 programs) 1. Seprehvir Oncolytic virus 2. Covi-MSC EUA potential 3. Covi-AMG EUA potential DOD CRADA 4. COVIDROPS phase 2 US, UK and Mexico. EUA potential DOD CRADA 5. Covi-Track EUA pre-validation DOD CRADA 6. PD-L1 partnered 7. Herceptin delivery partnered 8. Abivertinib Lymphoma 9. Abivertinib Covid 19 EUA potential to prevent intubation Brazil and US. 10. Abivertinib prostate cancer ph.2 IND 11. Abivertinib Lupus ph.2 IND 12. Abivertinib hairy cell leukemia 13. CD47 partnered ***PHASE 1, IND filed or pre-IND (46+ programs) 1. Seprehvec Oncolytic Virus 2. CD 38 CAR-T ph.1 3. CEA CAR-T ph.1 4. CD38 DAR-T ph.1 5. BCMA DAR-T pre-IND 6. PD-L1(C/DAR-T) pre-IND 7. CyCART-19 partnered 8. Covi-GeneMab pre-IND $34 million DARPA funding 9. PD1-GeneMab pre-IND 10. ERT (Enzyme Replacement Therapy) several pre IND programs 11. IL2Teff pre-IND 12. IL2Treg pre-IND 13. Sofusa anti-PD1 and anti-CTLA4 14. TNF-a (Enbrel) ph.1 15. CTLA-4 (Yervoy) 16. CD47 ph.1 basket trial partnered 17. TROP2 IND granted in China...partnered. 18. BCMA ADC pre-IND 19. ROR1 ADC pre-IND 20. CD25 ADNAB pre-IND 21. CD20 ADNAB (Rituxan) IIT-ph.1 22. VEGF(Avastin) ADNAB IIT-ph.1 23. PD-L1 ADNAB pre-IND 24. VEGFR2 ADNAB pre-IND 25. CBD immune diseases pre-IND 26. CBD insomnia pre-IND 27. CBD Parkinsons pre-IND 28. CBD CNS diseases pre-IND 29. PD-L1 CAR-NK partnered 30. CD38 CAR-NK to be partnered 31. CD38 ADC AL Amyloidosis 32. AC0058 ph.1b lupus 33. AC0058 pre-IND MS 34. AC0939 pre-IND CNS indications 35. A166 HER2 ADC phase 1 36. Karolinska off-the-shelf DAR-NK pre-IND 37. Covid mRNA vaccine(Sofusa delivery) 38.low cost C1 based multivalent vaccine(rights to 60% of world population)...can this deal be expanded? 39. Salicyn-30 oral antiviral 40.MP18 oral antiviral MPro inhibitor 41.Combination oral antiviral drug cocktail 42.RESPISTIX Combination Covid/seasonal flu tests 43.Combination Covid/seasonal flu vaccine 44 advanced Animal Health subsidiary 45. 1,000,000+ small molecule library 46. Twenty quadrillion antibody library
FUNDING? Sorrento has invested wisely and has millions of shares of Celularity and ImmuneOncia. These are worth many hundreds of millions and the PSS binding arbitration could be settled with very large potential gains. It has many attractive programs to partner for upfront, milestone and royalty payments! The first of many EUA's are producing revenue in Mexico and Brazil. COVISTIX production ramping up to over 30 million per month near term. Outstanding ABIVERTINIB(COVID) results in Brazil and US. Giant ABIVERTINIB centered partnership(s) coming soon! And SP-102 sales will begin in 2022 with multi-billion potential. Huge portfolio AND huge assets! Sorrento is in the early days of becoming(or being acquired by...) a Big Pharma!