$Day One Biopharmaceuticals(DAWN.US$
$DAWN received a priority review with a PDUFA on April, 30, 2024 based on FIREFLY-1 Phase II readout. In the meantime, $DAWN was awarded Priority Review Voucher(PRV) upon approval. It is reported to have a sell-price ranging from 67M to 350M, a huge value addition upon approval.
Tovorafenib is the candidate under evaluation. It is a type II RAF inhibitor, targeting both mutation and fusion BRAF alterations. This pan-RAF inhibitor is superior to...
$DAWN received a priority review with a PDUFA on April, 30, 2024 based on FIREFLY-1 Phase II readout. In the meantime, $DAWN was awarded Priority Review Voucher(PRV) upon approval. It is reported to have a sell-price ranging from 67M to 350M, a huge value addition upon approval.
Tovorafenib is the candidate under evaluation. It is a type II RAF inhibitor, targeting both mutation and fusion BRAF alterations. This pan-RAF inhibitor is superior to...
$Geron(GERN.US$
IMO the phase III result published in the Lancet is not impressive.
1. 40% reaching endpoint versus 15% receiving placebo (doubtful here)
2. 91% Grade 3-4 TEAE, compared to ESA and luspatercept (current standard of care) is insane
3. Even approved, very limited population of patients willing to take
IMO the phase III result published in the Lancet is not impressive.
1. 40% reaching endpoint versus 15% receiving placebo (doubtful here)
2. 91% Grade 3-4 TEAE, compared to ESA and luspatercept (current standard of care) is insane
3. Even approved, very limited population of patients willing to take
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$Iovance Biotherapeutics(IOVA.US$ Weird price movement after FDA approval
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It is interesting to see some hostile shortings even though the company released its doubling-down on the repurchase program
$NRX Pharmaceuticals(NRXP.US$
1.NRX100:
IV Ketamine, treat acute suicidality, applied for accelerated approval in 2024 (need an estimate) FYI: nasal ketamine is approved and sold under SPRAVATO® by Janssen. Here Janssen used a chiral isomer of ketamine called esketamine for depression
Planned spin-out and term sheet in hand
3.5 million of targeting patients;
Formulation is unique (concentration and alteration to limit abuse) Give caregiver a more legit way to prescribe ketamine...
1.NRX100:
IV Ketamine, treat acute suicidality, applied for accelerated approval in 2024 (need an estimate) FYI: nasal ketamine is approved and sold under SPRAVATO® by Janssen. Here Janssen used a chiral isomer of ketamine called esketamine for depression
Planned spin-out and term sheet in hand
3.5 million of targeting patients;
Formulation is unique (concentration and alteration to limit abuse) Give caregiver a more legit way to prescribe ketamine...
$Iovance Biotherapeutics(IOVA.US$ Opps… just longed yesterday😭 Should wait for today’s bargain.
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$Iovance Biotherapeutics(IOVA.US$
Tumor infiltrating lymphocytes(TILs) cell therapy will see the transfomation from benchside to bedside after ~30 years of dedicated academic and industrial efforts!
1. Why TILs cell therapy has a high likelihood of getting a nod from FDA?
In this field, Iovance and the Netherlands Cancer Research are at the forefront of TILs development, both with a primary focus on advanced melanoma—a substantial market characterized by unm...
Tumor infiltrating lymphocytes(TILs) cell therapy will see the transfomation from benchside to bedside after ~30 years of dedicated academic and industrial efforts!
1. Why TILs cell therapy has a high likelihood of getting a nod from FDA?
In this field, Iovance and the Netherlands Cancer Research are at the forefront of TILs development, both with a primary focus on advanced melanoma—a substantial market characterized by unm...
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$Bilibili(BILI.US$ In my opinion, the sell point for this company is Chinese Youtube. However, people seem to view it as a game company. Admittedly, game revenue make up a portion, and this, at best, serves as a complimentary branch of operations.
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