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ASCO - biotech

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  • 15. mail algab USAs American Society of Clinical Oncology (ASCO), mis iga-aastane tippsündmus biotehnoloogiasektorile.

    See toob kindlasti mitmeid suuri liikumisi ja mõjutab kogu sektorit. Liikumiste ootuses on juba hakatud volatiilsust kõrgemale kruvima ja panuseid tegema.

    Näiteks ostis keegi eile Eyetechi (EYET) putte väga suure koguse, juuni 22.5 putte osteti 12 000, mis on mitmeid kordi suurem kui open interest enne seda oli.

    Raske öelda, kas panustatakse puhtalt langusele või kindlustatakse aktsiapositsioone, kuid lõhnab pigem esimese järgi.
  • arvol see aasta ka eesti firma kohal. asper biotech oma silmaharuga

  • EYET puhul kardetakse enim DNA uut ravimit Lucentis, mille katsetustulemused peaks tulema 2Q-3Q. Otsene konkurent EYETi Macugenile. Mõned usuvad, et EYET võib selle peale liikuda
    -20% - +60%.
  • DNDN esmaspäeval suure tõenäosusega rallimas

    Dendreon D9901 Phase 3 Data Showing Provenge Significantly Improves Survival in Advanced... [FCQPQGY]
    Dendreon D9901 Phase 3 Data Showing Provenge Significantly Improves Survival
    in Advanced Prostate Cancer Patients Presented at ASCO

    ORLANDO, Fla., May 14 /PRNewswire-FirstCall/ -- Dendreon Corporation
    (Nasdaq: DNDN) announced today that, as previously reported at the ASCO
    Prostate Cancer Symposium in February, Provenge(R), the Company's
    investigational immunotherapy for the treatment of prostate cancer,
    significantly improved survival in men with asymptomatic, metastatic
    androgen-independent (hormone-refractory) prostate cancer when compared to
    patients receiving placebo. The study was presented today at the 2005
    American Society of Clinical Oncology (ASCO) Annual Meeting by Eric J. Small,
    M.D., professor of medicine and urology at the University of California, San
    Dr. Small presented the final three-year intent-to-treat analysis of the
    Company's first randomized Phase 3 clinical study, known as Study D9901. In
    Study D9901, patients receiving Provenge had a median survival of 25.9 months
    compared to 21.4 months for patients in the placebo arm, a 4.5 month
    improvement (p-value = 0.01, hazard ratio = 1.7). This hazard ratio implies
    that patients receiving placebo have a relative risk of dying that is
    70 percent higher than those patients receiving Provenge. In addition,
    34 percent of patients receiving Provenge were alive at 36 months compared to
    11 percent of patients receiving placebo (p-value = 0.0046). Provenge was
    well tolerated with the most common adverse events reported being fever and
    chills lasting for one to two days.
    For the first time, Dr. Small also presented new data from an analysis of
    subsequent therapy that men received after their disease had progressed.
    Pursuant to the D9901 study protocol, at the time patients in the study
    developed objective disease progression, they were then treated at their
    physician's discretion, including the use of chemotherapy. The results of
    this additional analysis showed that there were no imbalances between the two
    treatment arms of the trial with regard to the subsequent use of chemotherapy.
    This was true for both docetaxel (Taxotere(R))-based regimens, as well as
    other chemotherapy-based regimens. In addition, Dr. Small presented new data
    from a commonly performed statistical analysis, known as a Cox regression
    multivariate analysis, to further test the validity of the survival benefit
    seen in this study. The results of this analysis confirm that the survival
    benefit observed in this study was not due to any imbalances in the patient
    "These important additional analyses give us more confidence in the
    survival outcome we observed in this trial and further underscore the
    potential utility Provenge may have in this patient population for which few
    appealing treatment options exist," said Dr. Small. "A targeted agent with
    this type of survival benefit, combined with a favorable safety profile, has
    the potential to provide an important new treatment option for prostate cancer
    Study Details
    The D9901 study was a double-blind, placebo-controlled Phase 3 trial
    evaluating Provenge in men with asymptomatic, metastatic androgen independent
    prostate cancer. The study was designed to measure time to disease
    progression and time to development of disease-related pain in men with
    androgen independent prostate cancer. In addition, a 36 month final survival
    analysis was required per the study design. The study was conducted at 19
    institutions in the United States and enrolled 127 men to receive three
    infusions of Provenge or placebo over a four-week period.
  • DNDN-l üle 13 milli aktsia lühikeseks müüdud. Valus saab see neile homme olema.
  • "...As previously reported at the ASCO Prostate Cancer Symposium in February.."

    Üht-teist huvitavat siiski oli. Kirjutan veidi aja pärast Pro all lähemalt.

  • Et nüüd tahetakse kombineerida kaks miinust kokku üheks plussiks :)

    NEW YORK, Aug 21 (Reuters) - OSI Pharmaceuticals
    said on Sunday it agreed to buy eye disease treatment maker
    Eyetech Pharmaceuticals Inc. for around $935 million in
    cash and stock.
    OSI will buy all outstanding Eyetech common shares for $20
    each, the companies said -- a 43 percent premium to Eyetech's
    Aug. 19 closing price of $13.99.
    The agreement calls for 75 percent of the purchase price, or
    $15 per share, to be paid in cash with the rest to be paid in
    OSI common stock using an exchange ratio of 0.12275 OSI shares
    for each Eyetech share.

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