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Farmas USA

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#108793

Re: Farmas USA

CBIO

Dentro a 9,12.

Lleva hoy una caída del 65% por una noticia que, bueno, no parece tan tan chunga; solo un poco. Se resume en la presencia de anticuerpos neutralizantes en los dos pacientes reclutados (que tenían que ser ya 3-5 por otro lado). Si alguien controla de hemofilia, puede echarle un vistazo y comentar. Aviso de que era ilíquida y jodida, pero siempre me ha dado bastante pasta.

 

update on the ongoing Phase 1/2 trial investigating its next generation Factor IX (FIX) candidate CB 2679d/ISU304 for the treatment of severe hemophilia B.

In April 2018, the Phase 1/2 trial, which is being conducted by Catalyst’s collaborator ISU Abxis in South Korea, was amended to add a Cohort 6. In this cohort, each patient receives a single loading dose of 75 IU/kg CB 2679d/ISU304 given intravenously, followed by nine daily subcutaneous doses of 150 IU/kg CB 2679d/ISU304, starting half an hour after the intravenous dose. To date, Cohort 6 has enrolled two patients out of a planned three to five and has shown promising efficacy in both. During the treatment period, FIX activity levels always remained above 20% after the IV loading dose in both patients. The first patient then had a progressive increase in trough FIX activity level to 34% and the second patient to a trough activity level of 31%. Patients with FIX levels between 5% and 40% are considered to have mild hemophilia, according to the World Federation of Hemophilia.

Subsequent blood samples showed the presence of a transient neutralizing antibody in one patient and a neutralizing antibody in the second. Importantly from a safety perspective, the antibodies do not bind to wildtype FIX allowing both patients to successfully resume treatment with their prescribed intravenous FIX prophylaxis therapies; the patients have not experienced any bleeds or other safety issues and are being closely monitored. Prior to Cohort 6, no CB 2679d neutralizing antibodies had been detected in any of the patients treated with CB 2679d/ISU304, including both patients in Cohort 6 who had also participated in Cohort 5. Catalyst is conducting an analysis to assess the cause and impact of the antibody observations prior to dosing any further subjects in Cohort 6.

“The most recent data from the ongoing Phase 1/2 trial have demonstrated clinical proof of concept for subcutaneous dosing of a potent FIX as a treatment for hemophilia B. Patients in Cohort 6 of the trial were able to maintain Factor IX levels over 30% which is at the upper end of mild hemophilia and higher than currently approved extended half-life (EHL) intravenous Factor IXs,” said Nassim Usman, Ph.D., chief executive officer of Catalyst. “Our next steps will be to carefully identify the cause and nature of the antibodies and provide further updates once we have the results of our analysis.”

Catalyst’s Phase 2 study of daily subcutaneous injections of its next generation Factor VIIa marzeptacog alfa (activated) for the treatment of hemophilia A or B with inhibitors and Catalyst’s preclinical dry age-related macular degeneration (dry AMD) programs are continuing to progress as planned. Catalyst’s cash balance as of March 31, 2018 was approximately $143 million.

http://ir.catalystbiosciences.com/phoenix.zhtml?c=254141&p=irol-newsArticle&ID=2354874

 

«Después de nada, o después de todo/ supe que todo no era más que nada.»

#108795

Re: Farmas USA

EXEL

 

Oleee. Yo también ando esperando el momento de entrar con unas pocas más. Llevo menos de las que quisiera a 19,77. Creo que son la apuesta tranquila del año junto con las ACAD. :D

«Después de nada, o después de todo/ supe que todo no era más que nada.»

#108796

Re: Farmas USA

ACAD y CBIO

Subiendo en after.

«Después de nada, o después de todo/ supe que todo no era más que nada.»

#108799

Re: Farmas USA

EXEL

Artículo de ayer del amigo Bret Jensen...

Exelixis: Our Latest Take On This Oncology Concern

https://seekingalpha.com/article/4182219-exelixis-latest-take-oncology-concern

 

Conclusion

Given the rapid increase in sales in CABOMETYX with more approved indications on the horizon, the growth story behind Exelixis should continue for some time. Given that oncology is one of the main focus areas for M&A in the industry; the company could eventually become a logical buyout target of a larger player. Exelixis also has a more than adequate cash balance and solid analyst support. Accumulating some shares (for those that do not already have a stake) on the recent decline seems prudent within a welldiversified biotech portfolio.
 

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