Ovid’s data look flimsy.
Opdivo and Keytruda are approved in China. CStone and countless others are in pivotal trials. AstraZeneca has a long history in China and you can bet will register Imfinzi there. I’m not sure what Roche’s or Pfizer’s ambitions are, but they also do strong business in China and have globally registered PD-1s. So there are at least 6 PD-1 mabs I can name off the top of my head that are China-approved or likely to be that do not come from Beigene. But Beigene has a very large market capitalization. This will not persist. I have not seen something like this in a long time.
Lots of interesting companies to look at. Constellation, Summit, Fibrogen and so many more. Not enough hours in the day!
Is the world ready for biosimilar orphan drugs? Cerezyme and Myozyme aren’t tiny. I guess we have a few “me-toos” but they’re not cheaper.
Interesting article in JAMA my father sent me on body dysmorphic disorder and social media photo editing software as a trigger for this disorder. BDD is real: if you’ve ever seen someone with large amounts of plastic surgery, they likely suffer from BDD. But there are plenty of people who suffer quietly. Most people are probably unconsciously affected by societal progression of beauty standards. There’s a reason I’m attracted to Lindsay Pelas and Jen Selter–it’s mostly because I’m a man and they largely embody deeply inherited/evolutionary desires of man. So what if they understand that and have perfected it? We’ve reached the singularity of female desirability and the technology-enabled enhancement (both photographical and biological) of it. What’s next? I don’t know.
Always study the history of the industry you’re following. For biopharma, be familiar with companies like Cetus, Chiron, MedImmune, Centocor, Immunex, HGS, Genentech, Genzyme, Idec, Millennium, ICOS, Vicuron, Athena, Genta, Sugen, Warner-Lambert, Pharmacia, Syntex, Abgenix, Triangle, CV Therapeutics, Pharmion, Sandoz, Ciba-Geigy, RPR, ICI, Aventis, Parke-Davis, Scios, COR, Imclone, Medarex, Atherogenics, Telik, Tularik, Intermune, Elan, Northfield, Vion, GenVec, Cell Genesys, Pharmasset, Idenix, ViroPharma, NPS, Myogen, MGI, OSI, Synta, Trimeris, TKT, Aviron, GI, Tanox, and so many more. There is some wisdom in history. You have to mine for it, distill it.
Papers I’ve Read
Functional gamma-secretase inhibitors reduce beta-amyloid peptide levels in brain. Dovey et al. J Neurochem 2001.
I guess this Elan/Lilly paper started the whole semagacestat/gamma-secretase mess. They go up to 200mg/kg (!!!) dosing in these experiments with their putative GS inhibitor DPAT. Its very hard to trust any of the data given what we know now about APP processing and intracellular retention. Still, you can see the errors in judgment with the high-powered lens of hindsight. It’s also funny to see what passed for a screen in 2001.
The gamma-secretase inhibitor N-[N-(3,5-Difluorophenacetyl)-L-alanyl]-S-phenylglycine t-butyl ester Reduces AB Levels in Vivo in Plasma and Cerebrospinal Fluid in Young (Plaque-Free) and Aged (Plaque-Bearing) Tg2576 Mice. Lanz et al. JPET 2003, 305:864-871.
Pharmacia workers “replicate” Dovey. Same issues. I think everyone was okay with the 100-200mg/kg dose given low brain partitioning and a cell-based assay affinity of ~100nM. It’s really hard to tell what these ELISAs are picking up and what species are relevant for aggregation.
I’ve received around 500 books by mail since I entered the prison system. There is a Twilight Zone episode, “Time Enough At Last” (I think that’s what it is called!), that summarizes my feelings on having a lot of time to read. It’s a joy, but I don’t exactly have the shelf space. I probably have around 50 books here at Fort Dix. This is still far too many. So, please don’t send me any books without my knowledge! They will probably end up donated or thrown away. Also, if you mail me, it must be in a plain white envelope with plain white paper. No stickers, glitter, or contents other than paper. No stamps.
Sarah Jeong joining the New York Times is a disgrace. This woman is not a satirist, she has truly backward and painful racial beliefs. We should ask her some simple questions to clear up her “satire”. If you did the same to me, it would look like this:
Q. What do you really think of Hillary Clinton?
A. I think she is an untrustworthy parasite of politics. She should not hold office and represents what is wrong with the American political system.
Q. But why?
A. Just look at how much money her family has made through “speeches”. That’s basic influence peddling. I don’t expect Bill Clinton to become a store clerk after being President, but to become a high-paid lobbyist is a bit disgusting. They’re certainly allowed to be capitalists, but the irony of HRC railing against the rich is not unnoticed.
Q. Do you wish harm on the Clintons?
A. No. I admire all Presidents, once elected. As someone who has achieved a lot, the Presidency is the ultimate achievement and I respect the winner of such an arduous contest. I haven’t yet seen a President so contemptuous to break this ingrained respect. I also begin my analysis of a candidate with a “clean slate”, once elected. I would have done the same for Hillary.
If you did that with Sarah Jeong I think she’d have a hard time disavowing some fairly extreme views. I’d like to see the demographics of the New York Times staff and its readership. I wonder if “white people” are high on that list. I also want to remind Ms. Jeong that Asian Americans are now the highest earners in the United States. There are a lot of poor, uneducated and very, very non-privileged white people. Racism is painful and shameful, but society must grow and move on. Never forget, but learn and grow. What is Jeong adding to the conversation?
strabismus – crossed eyes