Rainbow Rare Earths Phalaborwa project shaping up to be one of the lowest cost producers globally. Watch the video here.
Redmile`s modus operandi
https://www.ns-healthcare.com/news/redx-pharma-redmile/
Scancell teamed up with BioNTech, Genentech and ISA Pharmaceuticals to form Project Blueprint for Cancer Research UK’s Grand Challenge.
Vaccibody enters into worldwide license and collaboration agreement with Genentech
https://www.proactiveinvestors.co.uk/companies/news/214474/scancell-in-vanguard-of-immuno-oncology-advances-with-two-technologies-that-show-early-promise-214474.html
Vaccibody agrees license agreement with GenentechRNS Number : 6793AVaccibody AS01 October 2020 Vaccibody enters into worldwide license and collaboration agreement with Genentech, a member of the Roche Group, to develop individualized neoantigen cancer vaccines ? Multi-year agreement to develop DNA -based individualized neoantigen cancer vaccines based on VB10.NEO across multiple tumor types? Vaccibody to receive up to USD 715 million, including initial upfront and near-term payments of USD 200 million and with potential milestone payments of up to USD 515 million and in addition, tiered royalties on sales of commercialized products
Thank you to Burble and others for taking the time to explain the science.
Additional partnerships and licensing deals will hopefully further validate the pipeline.
https://cancerimmunolres.aacrjournals.org/content/early/2020/09/15/2326-6066.CIR-20-0264
https://my.glycanage.com/article/glycans-as-drivers-of-a-disease-risk
Molecular and structural basis for Lewis glycan recognition by a cancer-targeting antibody
....... Lindy G. Durrant
https://portlandpress.com/biochemj/article-abstract/477/17/3219/226072/Molecular-and-structural-basis-for-Lewis-glycan?redirectedFrom=fulltext
By Brian Orelli
Antibody-drug conjugates (ADCs) are making a comeback. After a relatively slow start with Adcetris (brentuximab vedotin, Seattle Genetics Inc.) and Kadcyla (ado-trastuzumab emtansine, Roche Holding AG) approved by the FDA in 2011 and 2013, respectively, the regulatory activity has swelled with four FDA approvals over the last nine months. (See Recent ADC approvals, below.)
On Sept. 13, Gilead Sciences Inc. made a major move into the ADC space with its $21 billion acquisition of Morris Plains, N.J.-based Immunomedics Inc. Through the deal, Gilead gains access to Trodelvy, an ADC targeting trophoblast antigen2 (TROP2), which generated $20.1 million in revenue during the first two months on the market. Beyond the current approval for metastatic triple-negative breast cancer after at least two prior therapies for metastatic disease, Immunomedics is testing Trodelvy in a variety of TROP2-expressing tumors, including metastatic urothelial cancer and HR+/HER2-negative breast cancer.
A day later, Merck & Co. Inc. jumped into the ADC arena through a licensing deal for Seattle Genetics Inc.'s ladiratuzumab vedotin (LV), an ADC targeting LIV-1 being developed for breast cancer and other solid tumors.
Kenilworth, N.J.-based Merck is paying $600 million up front for half of the worldwide rights and agreed to invest $1 billion in Seattle Genetics through the purchase of stock at $200 per share. Seattle Genetics is also eligible for progress-dependent milestone payments of up to $2.6 billion.
Merck and Seattle Genetics will split the costs of development and profits for LV and other LIV-1-targeting ADCs. In addition to testing the drug as a monotherapy, the companies plan to test LV in combination with Merck's PD-1 antibody, Keytruda (pembrolizumab), in triple-negative breast cancer, hormone receptor-positive breast cancer and other LIV-1-expressing solid tumors.
Gilead paid $95.50 and $88.00 this year for two companies that were trading in the single digits six months prior. Only in biotech!
In 2016, $IMMU was a struggling $400M biotech when Avoro (then known as VenBio) went activist against the old management team.
Today, sold to $GILD for $21B
1. After a long road, anti-body drug conjugate science is coming of age.
Today’s deal sends an important message to investors about what a sophisticated company like Gilead believes is the future direction of cancer care and the expanded role that ADCs might play. I think this is the biggest takeaway for investors from the news: that more big companies believe the class is ready for primetime. The future of cancer is all about using drugs in combination. In order to succeed in that environment, a drug needs to be both efficacious and tolerable enough that it can play well with others. ADCs might finally be there.
https://www.nasdaq.com/articles/five-takeaways-from-gileads-gild-acquisition-of-immunomedics-2020-09-14
Jan 20th
Momentum growing with Scancell antibody platform as third agreement signed