Member Info for georgehume

The transformation from zero to hero was so quick, one needed physical therapy for whiplash. In less than four months, we went from very challenged financing to highly celebrated acquisition. Our industry is in a tough spot right now, one of the toughest since the financial crisis of ’08-’09 (when Nimbus was founded, incidentally). Despite this pressure, a few truths stood out then as they do today: pull together as a team, focus on the fundamental science, put the patients need first, remain strong, and figure out a way to fund it. Play the long game and believe in your mission: – for those that do, despite the crowd saying otherwise, I say to you: grit your teeth, keep calm, and science on.

Brief summary SDC-1801 is a small molecule tyrosine kinase 2 (TYK2)/janus kinase 1 (JAK1) inhibitor entering clinical development for the treatment of participants with inflammatory diseases such as psoriasis. The nonclinical good laboratory practice (GLP) toxicology and safety pharmacology studies indicate that it is appropriate to cautiously assess the safety, tolerability, pharmacokinetics (PK), and pharmacodynamics (PD) of SDC-1801 in the context of a well-designed, first-in-human (FIH) study.

It is reasonable to say that the risk of adverse events (AEs) for JAK inhibitors are broadly similar to those for other biological disease modifying antirheumatic drug (bDMARD) classes. However, concealed within this, there are also important differences between JAK inhibitors and bDMARDs. Tofacitinib and baricitinib have AE profile characteristics that distinguish them from the other bDMARD classes, with signals including an increased risk of herpes zoster reactivation, elevation in lipids, and decreases in haemoglobin and lymphocytes (including natural killer cells).

Based on available nonclinical data, SDC-1801 is a potent and selective small molecule TYK2/JAK1 inhibitor currently in development for inflammatory and autoimmune indications, and it has the potential to have an improved safety profile and similar efficacy profile compared with other JAK inhibitors and specific TYK2 inhibitors.

Abcam, which has been under pressure from activist shareholders to sell itself, said in a separate statement that it had engaged with 20 potential buyers before the deal with Danaher was finalized. Reuters reported on Friday that Danaher was in the lead…..

Dear Libarahen, Many thanks for your message. It is with great sadness that we learn of Thoth's passing. Although many may have suspected this it is still a shock. On the site, he was everyone's resident expert! He sustained many Sareum shareholders on the chat with well-informed, balanced and often witty comments. For the majority of long-term holders on the site, his presence and reassurances were critical to our continued investment. He made us all believe and without him, I for one would have jumped ship many years ago. Having lost a close relative very recently I am always lifted when I hear a shared message from a close friend retelling how a person did this or that and was so fondly cherished and missed. Please pass on all our condolences to his family and try to explain, that Thoth was a pivotal, well-respected and extremely significant part of this funny community on this site. His expert mutterings have and will continue to be greatly missed. Best regards.

Dear Libarahen, Many thanks for your message. It is with great sadness that we learn of Thoth's passing. Allow many may have suspected this it is still a shock. On the site, he was everyone's resident expert! He sustained many Sareum shareholders on the chat with well-informed, balanced and often witty comments. For the majority of long-term holders on the site, his presence and reassurances were critical to our continued investment. He made us all believe and without him, I for one would have jumped ship many years ago. Having lost a close relative very recently I am always lifted when I hear a shared message from a close friend retelling how a person did this or that and was so fondly cherished and missed. Please pass on all our condolences to his family and try to explain, that Thoth was a pivotal, well-respected and extremely significant part of this funny community on this site. His expert mutterings have and will continue to be greatly missed. Best regards.

Highlightll Pharmaceutical TLL-018 Achieved Breakthrough Results in a Phase II Trial for Rheumatoid Arthritis
January 29,2023 From:Highlightll Pharmaceutical

We are pleased to announce that TLL-018, the world's first highly selective dual TYK2/JAK1 inhibitor, has reached the intended endpoint in a Phase II clinical trial in patients with active rheumatoid arthritis conducted by 15 clinical centers across China and led by Professor Xiaofeng Zeng of Peking Union Medical Hospital, Chinese Academy of Medical Sciences. This study is a randomized, double-blind, head-to-head comparison with tofacitinib. The primary endpoint is the proportion of
patients with ACR50* after 12 weeks of treatment. The results showed that after 12 weeks of treatment, the ACR50 rates in the high, middle, and low dose groups of TLL-018 were higher than that in the tofacitinib group, and the efficacy improvements in the middle and high dose groups over tofacitinib reached statistical significance. Safety was similar across the four groups in this short study. Detailed data will be presented at an international scientific
conference soon.
Professor Zeng commented that this study used a bold and innovative design. Traditionally, csDMARDs* or placebo is used as control and ACR20* as the primary endpoint. This study used tofacitinib as the positive control and a higher standard of efficacy ACR50 as the primary endpoint, which showed Highlightll's confidence in the drug. The preliminary results of the study suggest that the dual TYK2/JAK1 inhibitor TLL-018 may have efficacy advantages over tofacitinib. We look forward to confirming the efficacy and safety of TLL-018 in a large phase IlI trial, providing a
good option for patients with rheumatoid arthritis. Highlightll is communicating with the Center for Drug Evaluation (CDE) of the National Medical Products Administration in China to conduct Phase III registration
studies. Hangzhou Highlight Pharmaceutical Co., Ltd. is an innovative drug development company focusing on the research and development of small molecules for the
treatment of autoimmune/inflammatory diseases and central nervous system diseases. The company's leading project, a TYK2/JAK1 dual inhibitor, is being studies in multiple clinical trials in China and US. The company is headquartered in Hangzhou,
with branches in Beijing, Shanghai and Wuhan and a subsidiary in New Jersey, USA. "ACR20 and ACR50 are the rheumatoid arthritis disease scoring standards developed by the American College of Rheumatology, which indicate a disease improvement of more than 20% or 50%, respectively. *esDMARDs is conventional
synthetic disease-modifying antirheumatic drugs.

Albert Bourla, chairman and chief executive of Pfizer, said: “Pfizer is deploying its financial resources to advance the battle against cancer, a leading cause of death worldwide with a significant impact on public health. Together, Pfizer and Seagen seek to accelerate the next generation of cancer breakthroughs and bring new solutions to patients by combining the power of Seagen’s antibody-drug conjugate technology with the scale and strength of Pfizer’s capabilities and expertise.

“Oncology continues to be the largest growth driver in global medicine and this acquisition will enhance Pfizer’s position in this important space and contribute meaningfully to the achievement of Pfizer’s near and long-term financial goals.”

BIA - Joined up thinking for data access

10:00 - 17:00, 28 Feb 23

Collaborations across industry, charity and NHS to support cutting edge R&D

The BIA, AMRC and LifeArc are delighted to announce a joint event on collaborating for data access, taking a cross-sector view of the current challenges faced, and highlighting successful case studies to enable a more joined up approach to data access for R&D in the UK. We aim to:

Bring together industry, charity and healthcare leadership to improve cross-sector understanding
Highlight examples of successful cross-sector data collaborations
Discuss further opportunities to address challenges
There will also be opportunities to network during and after the event over refreshments.

Attendance is by invitation only. There’s no trade show floor. And, good luck tracking down information on speakers and schedules if you’re not invited — a public website for the event doesn’t even exist. Safe to say, this is not your typical conference or trade show.

The J.P. Morgan Healthcare Conference, to be held January 13-16, 2020, continues to be one of the life science industry’s largest and most frenzied conferences of the year. It reliably draws thousands of investors and executives across the healthcare sector to the Westin St. Francis Hotel in San Francisco as hundreds of companies present their latest innovations and dreams in an attempt to pique the interest of venture capitalists and potential partners.

Following long days of sessions and side meetings are lively evenings of ****tail parties and networking events. High energy is a must, and business card supplies dwindle quickly.

Now in its 38th year, the J.P. Morgan Healthcare Conference has become a spectacle — a far cry from the boutique event it once was. Forbes contributor Joon Yun last year likened the event to Burning Man, another under-the-radar meet-up that has become mainstream. “Those who have been to both agree Burning Man is the lesser fire hazard,” the physician-investor remarked in his 2013 column.

Indeed, for one week in January will literally overflow with attendees and wannabe attendees. In addition to J.P. Morgan, other events including the Biotech Showcase, OneMedForum and RESI Conference have popped up to capitalize on the high density of biotech brainpower.

So is J.P. Morgan really worth all the fuss? Is it worth the effort of making the trip, navigating the crowds and painstakingly trying to connect with the folks that matter while avoiding the hangers-on? The answer is yes. It’s worth all of those things because so many of the people who matter to healthcare are there — some with tickets, some without. Deals happen unexpectedly and new business connections surface in the coffee shops, bars and diners of San Francisco. J.P. Morgan may be a madhouse, but it’s a productive madhouse.

If you can’t attend, we highly recommend that you soak up the event from afar through the many webcasts and updates on Twitter. But we’re a strong believer that nothing beats being there in the thick of the action.

If you’re like us and plan to make this biotech pilgrimage, here are a few things you need to know:

Even though the J.P. Morgan Healthcare Conference is an invite-only event, tickets aren’t necessary to make your trip a valuable one. You can definitely fill your schedule with worthwhile meetings and parties without officially attending the conference.

LinkedIn and Twitter are great places to network your way to a face-to-face meeting.

Good luck, have fun and get some deals done.

https://cglife.com/blog/jp-morgan-healthcare-conference-worth-fuss/

Interesting article in today’s news paper comparing AZ’s and GSK growth. Essentially growth in AZ attributed to oncology cancer drugs:

Oncology is one of AstraZeneca’s most important therapy areas and it has been the foundation of the turnaround in the group’s drugs pipeline, balance sheet and share price over the past decade under Pascal Soriot, the chief executive. Last month AstraZeneca reported product sales of $21.6 billion in the first half of the year, up 47 per cent year-on-year. Oncology accounted for almost $7.1 billion of those sales, a growth of 18 per cent.

The company has become a household name through its work on the Covid-19 vaccine with Oxford University. Its success has turned the Anglo-Swedish drugs group, which is based in Cambridge, into one of the most valuable companies on the FTSE 100 share index and has propelled it ahead of GSK, Britain’s other big pharmaceuticals group.

Is Tim’s description of the Biotrinity presentation as a ‘Company Showcase’ significant?

Molnupiravir: Doubts grow over efficacy of antiviral pill to treat Covid. “The initial results for Molnupiravir looked promising when first approved in the UK However, there has been an unexplained loss of clinical efficacy in more recent clinical trial analyses,” he said. Martin Landray, who runs the NHS Recovery trial into Covid therapeutics, said that the new data meant that molnupiravir was less of a “slam dunk” than had been thought, but it still showed a lot of potential. He called for the release of the full trial data so they could better understand the drop in efficacy.

Aurinia Pharmaceuticals (NASDAQ:AUPH) may be worth $45-$53/share in a possible sale and may see interest from other pharma cos. besides Bristol Myers, according to Cantor Fitgzerald. Aurinia rose 1.5%. https://www.google.co.uk/amp/s/seekingalpha.com/amp/news/3760897-aurinia-pharma-may-be-worth-45-53share-in-a-potential-sale-analyst

Perhaps Tim et al took the deferred shares cash so that they have available funds to celebrate a mega-bucks T/O in style!

Being a LTH member for more than 10 years I’m delighted to discover that there are so many other cycling nuts on the board. Consequently, my top tip to none cyclists is that if our SAR stars do align buy shares in Wiggle, Halfords, Rapha etc

Someone can't spell listening :)

Great RNS - seems like the board are finally listening to our experts!

Today’s RNS seems to really emphasis the shareholder voting options. I know it is largely due to circumstances but could it be a subtle hint that we might have an important issue to vote on?

"The Board believes that the patent will enhance the value of its TYK2/JAK1 inhibitor programmes and the Company's negotiating position as it continues to engage in discussions with potential licence partners."

Great article! I’m sure many of us would be happy with a small-scale £2 billion deal with £175 million upfront!