11/4/2018

Biopharma/Investing
—————————
Poor PBYI. Hard to tell if its a ‘value stock’ now.

Innovent is public. $3b USD MC. Another PD1 player (and Beigene competitor).

Clinical Trials I Noticed
—————————-
Neoadjuvant and Concurrent PD-1 Blockade Combined with Definitive Chemoradiation in Nasopharyngeal Carcinoma. Innovent.
Sintilimab is Innovent (and Lilly’s) PD1 mab. See above for brief comment on innovent.

Safety, Tolerability, Pharmacokinetics, and Antitumor Study of ADCT-601 to Treat Advanced Solid Tumors. ADC Therapeutics.
An AXL armed antibody. This is in addition to their CD19, CD25, CD22, PSMA and DLK1 ADCs. This company is probably worth a few billion.

A Study of Lobaplatin/Etoposide With or Without Anlotinib Maintenance Therapy in Patients with ES-SCLC.
Well, China is here. Between anlotinib and apatanib, you have two home-grown TKIs from China. Lobaplatin is a Chinese platinum as well. China is sort of like the new Japan for pharma.

Clinical Trial Using the Proteolytic Fraction P1G10 From V. Cundinamarcensis to Heal Diabetic Foot Ulcer. Federal University of Minas Gerais.
Not for me but possibly a good opportunity for would-be in-licensors out there.

Comparison of the Efficacy & Safety of Resusix with FP24 in Patients with Acquired Coagulopathy. Entegrion, Inc.
Pretty interesting alternative to FFP.

Sports
———–
Nothing too exciting this weekend. I think the Patriots -5 are fairly safe against the lowly Packers. It’s painfully clear Rodgers can’t carry them this season. Also trying the Knicks+ 7 tonight. We’ll see!

3 thoughts on “11/4/2018”

  1. Hey Martin, Any thoughts on Amifampridine phosphate for Lambert-Eaton Myasthenic Syndrome?
    I see alot of potential in Catalyst Pharma

Leave a Reply

Your email address will not be published. Required fields are marked *

This site uses Akismet to reduce spam. Learn how your comment data is processed.