Member Info for RorkesDrift

Sausage time

Some people seem to be creating multiple personalities - various reasons. However, I have to ask a question. When they have conversations with themselves do they change chairs or hair do or something. I have to thank them - I'm still laughing about it - positive vibes man positive vibes

James

You look like a guava half - I had to google it

Guava half

Win some lose some. Atara down 10% and falling

Maybe not - dozens of similar companies

I'm thinking of going non biotech. Nano one

https://lmgtfy.com/?q=molecular+clamp

Free line have Fabry's gene therapy. Partly owned by Syncona.

PLX competition
https://seekingalpha.com/article/4354484-amicus-therapeutics-2-potential-blockbusters-make-this-stock-worth-considering

https://www.globenewswire.com/news-release/2020/03/02/1993343/0/en/Amicus-Therapeutics-Announces-Full-Year-2019-Financial-Results-and-2020-Corporate-Updates.html

https://fabrydiseasenews.com/2020/06/16/clinical-trial-data-support-avr-rd-01-gene-therapy-for-fabry-disease/

https://hemophilianewstoday.com/2020/07/10/freeline-raises-120m-to-support-pivotal-trial-of-flt180a-a-gene-therapy-candidate-for-hemophilia-b/

https://www.brusselstimes.com/all-news/business/120803/belgiums-employers-order-four-times-as-many-flu-vaccines-as-usual/

Current evidence is

1. NHS is forecasting an extra 10M doses of flu vaccine required.
2. Trivalent flu vaccines looks like it reduces the impact of covid as does BCG. Presumably primes immune system response including cytokine and regulation.
3. CSL make flu vaccine in Liverpool
4. CSL entered first patient into molecular clamp Covid vaccine over the weekend
5. CSL involved in convalescent plasma
6. CSL have Mab (as used in neutralising therapy) experience

Note on PLX the dilution doesn't occur until the Warren's are exercised. So a holder could sell an existing share at SP and replace by exercising the warrant. The company balance sheet improves by the warrant price but per share value is diluted. Risk free to warrant holder.

Just did a fund raise which should see them to approval

SOUTH SAN FRANCISCO, Calif.--(BUSINESS WIRE)-- Atara Biotherapeutics, Inc. (Nasdaq:ATRA), a pioneer in T-cell immunotherapy leveraging its novel allogeneic EBV T-cell platform to develop transformative therapies for patients with severe diseases including solid tumors, hematologic cancers and autoimmune disease, today announced that the underwriters of its recently closed underwritten offering of 12,633,039 shares of its common stock and pre-funded warrants to purchase 2,866,961 shares of its common stock have exercised in full their option to purchase an additional 2,325,000 shares of common stock at the public offering price less the underwriting discount. The aggregate net proceeds to Atara from the offering, including the shares sold pursuant to the underwriters’ option, after deducting underwriting discounts and commission and estimated offering expenses, were approximately $189.4 million. Pro forma cash, which is comprised of cash, cash equivalents and short-term investments as of March 31, 2020 of $214.6 million along with the aggregate net proceeds of $189.4 million from the offering, totals $404.0 million, and is expected to enable Atara to fund its planned operations into 2022.

Atara continues to progress tab-cel® Phase 3 development for patients with EBV-
associated post-transplant lymphoproliferative disease (EBV+ PTLD).
Atara remains on track to initiate a tab-cel® BLA submission for patients with
EBV+ PTLD in the second half of 2020.
Atara plans to discuss the totality of tab-cel® data with the U.S. Food and Drug
Administration (FDA) in a pre-BLA meeting prior to initiating the BLA submission.
In the U.S. and Australia, most of the current 40 clinical study sites are available
for enrollment and the Company is preparing to open additional sites in the U.S.,
Canada and Europe.
The Company’s clinical trial applications (CTAs) in the United Kingdom, Spain,
France, and Austria were recently approved, the first European clinical site has
opened for enrollment, and we expect to open additional European Phase 3
clinical sites in 2020.

I know you like a good inflection point. Company presentations

1. https://d1io3yog0oux5.cloudfront.net/_b6453e817451bba646a9b2f0b95a2e3c/atarabio/db/640/5410/pdf/ATRA+investor+presentation+-+Q1+2020+Results_vPosted.pdf

2. Now this could really lift them off but is some time away and has a higher list of uncertainty

https://d1io3yog0oux5.cloudfront.net/_b6453e817451bba646a9b2f0b95a2e3c/atarabio/db/640/5463/pdf/EAN_052620_ATA188_FINAL.pdf

NHS Horizon scanning aware. No costs available yet but means planning steps initiated.

https://www.google.com/url?sa=t&source=web&rct=j&url=http://www.io.nihr.ac.uk/wp-content/uploads/2019/01/24102-Tabelecleucel-for-EBV-PTLD-JAN19-NON-CONF.pdf&ved=2ahUKEwilwMvVrcXqAhX2QhUIHbnSAUgQFjADegQIAxAB&usg=AOvVaw0ZbFzis4UNXesGlszl8jgq

Company's lead candidate is in phase III.

https://clinicaltrials.gov/ct2/show/NCT03394365

https://clinicaltrials.gov/ct2/show/NCT03392142

More reading

https://www.google.com/search?q=t+cell+therapy+for+ptld&client=ms-android-samsung-gs-rev1&prmd=niv&sxsrf=ALeKk01hiaIj0Q8Mfaez0UqRuEEQrQ4VCw:1594474856970&source=lnt&tbs=qdr:y&sa=X&ved=2ahUKEwiBvc_bqcXqAhWIaRUIHeTtCl8QpwV6BAgMEBE&biw=320&bih=539