Replies to post #673113 on NorthWest Biotherapeutics Inc (NWBO)

[CrashOverride]

Thank you for that detailed response which showcases the many reasons why it's great to be a Northwest Biotherapeutics shareholder!

[JFR161162]

Most brilliant comment I’ve read lately on NWBO.
Thanks Hyperopia.

[TTsr]

Phenomenal info as always! TY

[skitahoe]

Any thoughts about Roach? Over the years they have acquired companies like Genentech and allowed them to operate as wholly owned subsidiaries. I believe that has worked well for them.

Gary

[inclinedampforest]

Profoundly important post to me.
I will be looking to start acquiring more shares tomorrow. I think that my ( very amateurish ) approach has made me a lot of money
with NWBO. I covered all my costs long ago… but I have been waiting for a compelling reason to acquire more. I hope this is it. What fun!,, toasting b******’s .

[User-840664]

LOL

[Chiugray]

Hyperopia, Another great post with so many gems of information.

A splash of cold water for every BP to realize how the landscape of how medical therapies may change when DCVax comes out: "Magrolimab has since faced myriad delays and trial stoppages over safety concerns."

You point is apt, that although there are many touch points for Gilead to partner with NWBO on, other BP also have their own similar vacuum or need to partner with DCVax. Gilead being an expert in virology (having antiviral drugs like in HIV/AIDS and Hepatitis C) is just a great example to highlight the possibility of green field opportunities for DCVax to partner in, areas of growth that may not be apparent today.

[Single Stock]

Bristol Myers Key Pharma Catalysts
Read Research Report: Bristol Myers Equity Research
John Murphy, the primary analyst for this report.
John Murphy

Team: Pharma

BI Senior Industry Analyst

Christos Nikoletopoulos, secondary analyst for this report.
Christos Nikoletopoulos

Team: Pharma

BI Senior Associate Analyst

Bristol's Growth Reset Broadens Focus Beyond Camzyos, Sotyktu
Bristol Myers' new growth plan and recent acquisitions don't diminish the importance of an accelerating uptake of key drugs Camzyos and Sotyktu this year, but provide additional focus areas for investors. Integration of the three recent deals and improved visibility on additional mid- and long-term growth drivers are key. (02/16/24)

1. New Data, Potential Approvals, Recent M&A in Focus
Key Points:
Key Milestones for 2024
Bristol Has High Expectations for Its Late-Stage Pipeline
Potential New Launch Schedule Through End of the Decade
Enrolment For Three Phase 3 Milvexian Studies is Underway
Bristol Myers' New Melanoma Combination Could Become Standard of Care
Framing Expectations For Opdualag's Phase 2 Lung Cancer Readout
Bristol Myers' recent reset of prior growth targets, combined with three acquisitions and a newly introduced long-term growth plan to offset multiple patent expiries in the second half of the decade, moves some of the focus away from the uptake of Sotyktu (psoriasis) and Camzyos (heart disease). Integration of Mirati, RayzeBio and, once completed, Karuna will come under the microscope, but more immediate interest may be in incremental late-stage datasets that could raise mid- and long-term expectations.

In 2024, this includes Phase 3 data for cendakimab in eosinophilic esophagitis, together with Phase 2 readouts for Opdualag in frontline (1L) liver and lung cancers and Krazati in 1L lung cancer. First-time approval of Karuna's KarXT for schizophrenia and a label expansion for Abecma (KarMMa-3 trial) are additional focus areas. (02/16/24)

2. Plenty of Competitor News on Bristol's Horizon
Key Points:
Roche's Hematology Developments Could Add Pressure to Breyanzi
Roche's Polivy Wins in First-Line DLBCL, Likely to Become Standard of Care
Breyanzi Gains FDA Approval in Second-Line DLBCL and LBCL
Management Confident on Abecma Ahead of March 15 ODAC
Merck to Dominate Adjuvant Lung Therapy Post KN-671?
Bristol Myers' Opdivo continues to be exposed to news flow from PD-1/-L1 rivals. Merck's Keytruda approval for periadjuvant therapy of resectable lung cancer (Keynote-671 trial) may be mirrored by Opdivo's Checkmate-77T study, but Opdivo follows a year or so behind. Timing of approvals, and pricing, of subcutaneous formulations of Opdivo, Keytruda and Tecentriq (Roche) are also a major focus.

Roche's Lunsumio and Columvi 2024 readouts in multiple indications could limit Breyanzi’s second-line (2L) Large B-cell Lymphoma opportunity, as might Polivy's approval in first-line disease. Abecma must navigate a March 15 FDA Advisory Committee Meeting assessing potential use in 3L multiple myeloma (KarMMa-3 data), which is also likely to focus on the issue of T-cell malignancy incidence seen with this class of drugs. (02/16/24)

[Single Stock]

AstraZeneca's Key Pharma Catalysts
Read Research Report: AstraZeneca Equity Research
John Murphy, the primary analyst for this report.
John Murphy

Team: Pharma

BI Senior Industry Analyst

Mila Bankovskaia, secondary analyst for this report.
Mila Bankovskaia

Team: Pharma

BI Senior Associate Analyst

AstraZeneca's Expansive Oncology Pipeline Suggests a Busy 2024
AstraZeneca's wealth of needle-moving data continues this year after a busy 2023, with oncology again in the spotlight. The evolution of antibody-drug conjugates (ADCs) Dato-DXd and Enhertu remain uppermost in investor minds, together with the progress of its bispecific antibodies, which ultimately may be combined with ADCs. (02/13/24)

1. Oncology Approvals, Phase 3 Readouts Headline in 2024
AstraZeneca's oncology pipeline remains in the spotlight this year. Readouts potentially driving growth of existing franchises include Enhertu in second-line HER2-low breast cancer (Destiny-Breast06 study), Tagrisso in unresectable Stage III EGFR-mutant lung cancer and Imfinzi in adjuvant liver cancer (Emerald-2) and small cell lung cancer (Adriatic). Dato-DXd's 2H readout in triple-negative breast cancer (Tropion-Breast02) will also be closely monitored. Elsewhere, Tezspire's anticipated Phase 3 datasets in severe asthma and chronic rhinosinusitis are noteworthy.

Multiple ongoing Phase 3 studies provide continued pipeline optionality for Astra, among which progress of bispecifics volrustomig (PD-1/CTLA-4) and rilvegostomig (PD-1/TIGIT) will be keenly followed. (02/13/24)

Upcoming Pipeline Catalysts

Source: AstraZeneca, Feb. 2024
DataExhibit
2. Astra's Competitor Risk Centers on Oncology
Key Points:
Adjuvant Therapy Is a Critical Driver of IO Use
J&J a Contender, But Astra Set to Retain Lung-Cancer Market Lead
AstraZeneca's Adaura Win Cements Tagrisso Hold in Lung Cancer
Latest Calquence Dynamics
Beigene's Brukinsa Win Brings It Closer to $3.7 Billion Peak Sales
Competition remains fierce in the PD-1/-L1 space, particularly(neo)adjuvant therapy, with a slew of study results anticipated from Merck, Bristol Myers and Roche. In leukemia, Calquence has come under pressure in second-line therapy in the US from BeiGene's Brukinsa, a dynamic that needs watching given its importance to Astra.

The much-awaited Mariposa data from Johnson & Johnson's Rybrevant-lazertinib combination for now appears unlikely to unseat Tagrisso as standard-of-care in frontline EGFR-mutant lung cancer. Though a different mechanism of action to TSLP inhibitor Tezspire, GSK's interleukin-5 antibody, depemokimab, is also targeting chronic rhinosinusitis and set to report in 2H. (02/13/24)

3. Evusheld Follow-On Maintains Astra's Covid-19 Focus
Contributing Analysts Sam Fazeli (Pharma)

Key Points:
Details Awaited for Astra's Evusheld Follow-On, AZD3152
Recent FDA Label Update Warns Some Variants Aren't Neutralized by Evusheld
Analysis of Evusheld in Long-Term Covid-19 Prevention
Covid-19 Vaccines: Real-World Data
Latest Management Commentary on AZD3152
Though US authorization of AstraZeneca's Evusheld has been withdrawn -- following data showing that it has limited activity against newer and more prevalent Covid-19 variants -- the company is developing a next-generation product, AZD3152/sipavibart, for use in the prevention and treatment of Covid-19 in immunocompromized individuals. The long-acting monoclonal antibody in being assessed in the Supernova study, where initial data due shortly may allow for emergency use authorization in the US, with efficacy data likely to follow in 1H enabling a potential approval in other markets.

Astra's Vaxzevria vaccine has been instrumental in helping many countries, but its scope for continued use depends on how Covid-19 evolves

[Smitty5150]

Good synopsis.

Thermos comment about a NDA is very telling. It only fits in with other rumblings I have heard off this board. Something is definitely coming, I am 90% sure of it. Timing is the only issue. I know partnerships can be hard to hammer out between both parties. But I suspect this has been ongoing for awhile now.