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Mooi om via KBC (BOLERO) ARWR even in de schijnwerper te mogen plaatsen. Tom is een zeer ambitieus analist die ook wekelijks op kanaal Z bijdrages geeft over algemene beurszaken. Ik tweet hem al privé sinds GLPG en op 7 januari dit jaar gaf ik mijn switch door naar ARWR.
Bron : BLOG BOLERO Bijlage : bron : BOLERO : Beurs bij het Ontbijt Deel van de KBC groep GSK springt op NASH-trein van Arrowhead Pharmaceuticals Arrowhead Pharmaceuticals heeft een overeenkomst gesloten met GlaxoSmithKline voor de ontwikkeling en commercialisering van diens potentiële behandeling voor patiënten met de leververvetting NASH. Volgens de overeenkomst zou Arrowhead een voorafbetaling van 120 miljoen dollar krijgen en in aanmerking komen voor bijkomende mijlpaalbetalingen. Het kandidaatgeneesmiddel, ARO-HSD, bevindt zich momenteel in een vroeg- tot middenstadium van een studie voor niet-alcoholische steatohepatitis (NASH), een vette leverziekte.
GSK dives into NASH, RNA interference with Arrowhead deal Published Nov. 23, 2021 Dive Brief: Arrowhead Pharmaceuticals, a company aiming to make drugs with a technology known as RNA interference, announced Monday that it has licensed out an experimental medicine for a common liver disease to GlaxoSmithKline, in a deal that could potentially be worth more than a billion dollars. Called ARO-HSD, the medicine is designed to hinder the body from producing an enzyme involved in the metabolism of hormones, fatty acids and bile acids. ARO-HSD is currently being tested in a small clinical study of patients with NASH, or nonalcoholic steatohepatitis, a disease caused by the buildup of fat in the liver. It's estimated that NASH affects millions of people in the U.S. alone. Per deal terms, GSK is handing over $120 million upfront and, possibly, another $130 million if Arrowhead's drug generates positive data in a mid-stage study and then advances to a late-stage trial. Should the drug make it to market, Arrowhead could also receive additional milestone payments worth up to $780 million. The optimism around drugs for NASH, at a high nearly three years ago, has since crested and crashed, as experimental treatments from Intercept Pharmaceuticals, Gilead, GenFit and Allergan were either delayed or failed in testing. A pipeline that in early 2019 looked set to deliver several new treatments for a disease fast growing in prevalence now appears a much more uncertain prospect. But drugmakers are still investing. Gilead this year partnered with Novo Nordisk to test whether pairing two of its experimental therapies with the Danish drugmaker's approved medicine Ozempic could help reverse the liver damage that NASH causes. And just last week, Novo said it would buy Dicerna Pharmaceuticals, in part for the biotech's work in NASH. Arrowhead specializes in the same kind of drugmaking technology that Dicerna does, using strands of nucleic acids to silence the expression of genes. Known as RNA interference, this Nobel Prize-winning science allows drugmakers to shut down the production of disease-causing proteins. Several RNAi drugs from Alnylam Pharmaceuticals are already approved in rare diseases. Arrowhead, along with its new partner GSK, envision RNAi working for more common diseases like NASH, particularly as the liver is one of the most accessible targets for drugs using the technology. The drug at the center of their deal, ARO-HSD, is designed to reduce levels of an enzyme known as HSD17B13. According to the companies, when mutations in the gene encoding for the enzyme disable it, the risk of alcoholic hepatitis, liver cirrhosis and NASH are reduced. Earlier this month, Arrowhead presented early data showing its drug nearly eliminated messenger RNA encoding for HSD17B13, which resulted in lower levels of the relevant protein. Half of the 18 NASH patients in the study experienced reductions in liver fat and a third had reduced liver stiffness, Arrowhead said in a Nov. 12 statement. "The compelling genetic evidence linking HSD17B13 variants with protection of the liver from inflammatory injury suggests that there is an opportunity to produce a first-in-class medicine to reduce the clinical consequences of NASH," said John Lepore, head of research at GSK, in a statement on the companies' partnership Monday. While GSK is putting up $120 million to license rights, much of the deal's value is back-loaded, with payments for positive trial data and reaching sales milestones should the medicine win approval. ARO-HSD isn't Arrowhead's only experimental NASH drug. Johnson & Johnson is working with the company on another, which is aimed at a different target in the liver. Bron : www.biopharmadive.com/news/gsk-arrowh...
25.11.2021 Thanksgiving NYSE, Nasdaq Beurs gesloten 26.11.2021 Eerder gesloten NYSE, Nasdaq Handelsuren (09:30-13:00)
Piddybull. schreef op 24 november 2021 14:43 :
25.11.2021 Thanksgiving NYSE, Nasdaq Beurs gesloten
26.11.2021 Eerder gesloten NYSE, Nasdaq Handelsuren (09:30-13:00)
Blij toe. Wat een drama de laatste tijd
Hoelang kan zo een bio bear market blijven duren?
G.dezwaluw schreef op 24 november 2021 16:27 :
Hoelang kan zo een bio bear market blijven duren?
Geen idee. Volgens bijgevoegde grafiek zaten we in augustus al in de langste biotech bear markt sinds zijn bestaan. Afgezet tegen de S&P500. Hopelijk wordt 2022 een beter jaar
G.dezwaluw schreef op 24 november 2021 16:27 :
Hoelang kan zo een bio bear market blijven duren?
Misschien helpen een paar stevige overnames??
Piddybull. schreef op 24 november 2021 00:51 :
Mooi om via KBC (BOLERO) ARWR even in de schijnwerper te mogen plaatsen.
Tom is een zeer ambitieus analist die ook wekelijks op kanaal Z bijdrages geeft over algemene beurszaken.
Ik tweet hem al privé sinds GLPG en op 7 januari dit jaar gaf ik mijn switch door naar ARWR.
Misschien eens tijd om dollar/euro voor 50% te coveren, :)
Ik cover niets maar ik moest wel aan u denken tot we de 1,12 naderden ;-) Persoonlijk zit ik wat vast met ARWR, die tot vandaag nog niet op Euronext noteert. 1,10 voorspelt voor eind dit jaar en 1,05 voor eind volgend jaar. Al bijna 9 % wisselkoerswinst dit jaar. Beter dan ARWR waar we YTD nog steeds op - 1 % staan. Maar globaal gezien wordt ARWR een stevig winstmachine in de komende jaren. Het rijpt enkel verder.
1 weekje oud, deze tekst van BBS maar ik vind hem ditmaal redelijk neutraal : As most of you would agree, there are only 3 serious RNAi companies out there that have been able to adequately master the science, that being Alnylam, Arrowhead, and Dicerna. This latest move by Novo Nordisk definitely surprised me. I have no doubt that Novo Nordisk will get at least 10x return on their money in the near future, and I'm pretty sure all the other big pharmas know that as well and this latest buyout of Dicerna definitely puts them on notice. This wasn't just any old buyout, this was an 80% premium - a bit of a rarity when it comes to biotech, though it does happen. So now it's just down to 2 RNAi companies left - Alnylam and Arrowhead, and if you compare how each has delivered over the last 4 years, it's pretty easy to see that Arrowhead has the momentum. Even Dirk has admitted as much, and it's not hard to see why. Over the last 4 years Alnylam introduced 4 new drugs (1 of which was dropped), and Arrowhead introduced 10 (1 of which is paused). On a head-to-head matchup, it appears that Arrowhead's AAT drug is superior to Alnylam's, as ALN-AAT02 was dropped (speculation of safety issues). With regards to HSD, Arrowhead was in the clinic 6 months before Alnylam, even though Alnylam announced their target well before Arrowhead did. Additionally, Arrowhead presented 2 extrahepatic drugs to Alnylam's zero. While I still believe that Alnylam is still a great company that's grossly undervalued, it's pretty clear that Arrowhead has eaten everyone's lunch these last 4 years, including Dicerna and Alnylam. So where does that leave things? There are now at least a dozen big pharma companies that are probably rethinking their strategies after this Dicerna buyout. While both Arrowhead and Alnylam probably want to go it alone, big pharma knows how to convince, and that usually means tacking on an additional billions of dollars to an offer - why? because they're big pharma, and they can afford to do it, especially if it means that they can keep others from acquiring that company. So here's a list of the big pharma companies, of which I'm sure over half probably have a serious interest in RNAi: Johnson & Johnson Roche Novartis Merck Pfizer Abbott Amgen AbbVie AstraZeneca Eli Lilly GlaxoSmithKline Bristol-Myers Squibb Gilead Now that's a serious list of companies, and it's pretty easy to make an argument for every one to make the next move. That 80% premium for Dicerna will definitely resonate with the Boards of Alnylam and Arrowhead. They now know that since there are now only 2 legitimate RNAi contenders left, any relative premium has now gone significantly up. Not just that, I can't imagine any future RNAi buyout happening without a bidding war behind the scenes. While I prefer not to see any more buyouts in this space, the pressure will now always be there, especially after every phase 3 trial begins, and even more so after every approval. On a side note, Arrowhead is supposed to have a multidisciplinary hearing with the FDA this month regarding AAT. Not sure if the meeting already happened, we may find out any day.
Yo, de mannen. Komt "allemaal" goed.
The program is on schedule and we continue to be confident about its potential. We have begun a productive dialogue with FDA about approvable endpoints and the potential for an accelerated approval pathway. gepost door Dunno op Discord. Komt uit officiële berichtgeving.
Piddybull. schreef op 25 november 2021 00:43 :
Ik cover niets maar ik moest wel aan u denken tot we de 1,12 naderden ;-)
Persoonlijk zit ik wat vast met ARWR, die tot vandaag nog niet op Euronext noteert.
1,10 voorspelt voor eind dit jaar en 1,05 voor eind volgend jaar.
Al bijna 9 % wisselkoerswinst dit jaar.
Beter dan ARWR waar we YTD nog steeds op - 1 % staan.
Maar globaal gezien wordt ARWR een stevig winstmachine in de komende jaren.
Het rijpt enkel verder.
[Modbreak IEX: Gelieve hier geen persoonlijke vetes uit te vechten, een aantal berichten is bij dezen verwijderd. Laatste waarschuwing.]
Dank aan J van YHF (24/11/21)Several 3989 Trial updates today: Minor update to Reef-D, additional site in China recruiting Penguin update, JNJ-6379 removed from further study dosing Penguin 2 update, Start date changed by a few days, several more sites recruiting Osprey update, Start date adjusted a few days, Trial sites corrected and added First Peg/Inf Trial update, remove 6379, push completion 3 months to Feb. 2024, pushed observation timeframe several weeks (as CA mentioned might be appropriate) Insight Trial, study completion adjusted several days, remove 6379, pushed observation timeframe several weeks (as CA mentioned might be appropriate) Finally, it seems that some urgency is evident (although, who knows how long the 6379 failure has been known...)
Vandaag zou een goede dag zijn om ARO-COV nieuws uit te brengen. Maakt niet uit wat. Geef ons iets Chris!
De short lijst is weer aangepast. Een beetje hoger maar voelt toch erg comfortabel aan.
Vandaag zal toch opnieuw een dieprode beursdag worden, hopelijk maandag wat beter
ArrowHead (&ProQR) listed as "company to watch" in a Genetic Engineering & News article about RNA-Based Biopharmas.www.genengnews.com/a-lists/top-10-rna...
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