Member Info for TorquayFan

Blockbuster !

Tick tock . . . . . . . . . . .

Another reminder from Marcus . . . .

"Darzalex to hit $8B in annual sales.monoclonal antibody medication. It binds to CD38.

Global Top 10 Cancer Antibodies By Sales 2021

HTTPS://www.biospace.com/article/global-top-10-cancer-antibodies-by-sales-2021/

Humira
Generic name: Adalimumab (fully humanized monoclonal antibody)Protein target: TNFa
Company: AbbVie
2020 sales: $19.8 billion ($16.1 billion in U.S.)
Key patent expiration: 2023

Dupixent
Generic name: Dupilumab (fully human monoclonal antibody)Protein target: IL-4Ra
Company: Sanofi

Stelara
Generic name: Ustekinumab (fully human monoclonal antibody)Protein targets: IL-12 and IL-23
Company: Johnson and Johnson
2020 sales: $7.7 billion
Key patent expirations: 2025 to 2026

Darzalex
Generic name: Daratumumab (fully human monoclonal antibody)
Company: Johnson and Johnson Protein target: CD38

Opdivo
Generic name: Nivolumab (fully human monoclonal antibody)
Company: Bristol-Myers Squibb and Ono Pharmaceutical Protein target: PD-1
2020 sales: $6.99 billion
Key patent expiration: 2028

Keytruda
Generic name: Pembrolizumab (humanized monoclonal antibody)Protein target: PD-1
Company: Merck & Co and Otsuka Holdings
2020 sales: $14.38 billion
Key patent expiration: 2028

Tecentriq
Generic name: Atezolizumab (fully humanized monoclonal antibody)Protein target: PD-L1
Company: Roche

Revlimid
Company: Bristol Myers Squibb
2020 sales: $12.1 billion
Key patent expirations: 2025 to 2026

Eliquis
Company: Bristol Myers Squibb & Pfizer
2020 sales: $9.2 billion
Key patent expirations: 2027 to 2029

Eylea
Company: Regeneron, Bayer
2020 sales: $8.36 billion
Key patent expirations: 2025 to 2026

Dolutegravir
Company: GlaxoSmithKline
2020 sales: $6 billion
Key patent expirations: 2027 to 2029

Ibrance
Company: Pfizer
2020 sales: $5.39 billion
Key patent expiration: 2027

Januvia & Janumet
Company: Merck
2020 sales: $5.3 billion
Key patent expirations: 2022 to 2023

Trulicity
Company: Eli Lilly
2020 sales: $5.1B
Key patent expirations: 2027 to 2029

Prolia/Xgeva
Company: Amgen
2020 sales: $4.6 billion
Key patent expirations: 2025 to 2026"

Just to cheer us up, a reminder - Trinity report :-
"AvidiMab could be used to enhance the avidity and potency of virtually any antibody-based product. It would also extend the patent life of commercially established programmes. Hence its appeal could be significant."
https://www.trinitydelta.org/research-notes/a-fres...

Here's a review of some research in Denmark which amplifies worries about waning immunity https://www.theblaze.com/news/pfizer-vaccine-s-protection-against-omicron-drops-as-soon-as-three-weeks-after-third-dose-study

As Omicron BA4 emerges around the World, the need for vaccines with resistance to variants AND durable immunity, is again obvious . .

Thanks Cleaner - I picked this passage out as a headline - "AvidiMab could be used to enhance the avidity and potency of virtually any antibody-based product. It would also extend the patent life of commercially established programmes. Hence its appeal could be significant." Looks good to me !

Chester - "So chances of some news are pretty scarce.........."

As you have just made the case that the chances are reasonable within a reasonable time, I assume that comment is tongue in cheek ? ATB

Hey Violin - sorry I don't follow the thoughts in your last.

1. Redmile have not given Scancell a blank cheque but a specified amount.
2. A 'supportive' investor of this size would normally have a Member on the BoD. IMO it's actually NOT supportive in itself, (maybe SCP is just too small or is it a sign of faith?), that they haven't. I would prefer they had.
3. Day to day decisions are taken by CEO/Executive Board Members /Management as set and reviewed by the BoD at formal Meetings.
4. The BoD control the strategy of Scancell through their Executive and BoD approvals and that proceeds without formal input from Redmile - now THAT is a statement of faith.
5. Nevertheless, if Redmile were against BoD strategy, we would see fireworks or changes of some sort.
6. PI are not small fry (30-40%) and I am sure the BoD are mindful of our interests.

Yes 50 pence now would be great. But it's Inan's tick tock . . . . . . . . . . . . . . .

Polishing the peanuts of anxiety and speculation go nowhere - IMO - ATB

Hi Violin. Whilst it's encouraging to see the values around, I too would like to see the 'bird in hand'.

As for Redmile/Vulpes, IMO it would be bad business for them to act in a short term way against the better interests of wider Scancell and the team. Personally I don't have worries on that front but of course, could be proved wrong.

Interesting value to this licencing deal - "global rights to ADC from Lanova . Currently in Two Ongoing Phase 1 Studies. $220M deal, tiered royalties ranging from mid-single digit to mid-teens percentages"

When's Scancell's turn !!

https://www.biospace.com/article/releases/turning-point-therapeutics-announces-pipeline-expansion-licensing-of-tpx-4589-lm-302-a-clinical-stage-anti-claudin18-2-antibody-drug-conjugate-for-gastrointestinal-cancers-from-lanova-medicines/

Thanks Bermuda - progress ! Hopefully as the grip of Covid on the NHS loosens, some of the 11 sites also listed so far will also be able to open for recruitment.

So that's 14 sites total in the 'first wave' - six more to go ?

I don't believe at the moment there is any chance in hell of a triggered T/O from RM. End of for me. GLA

Keytruda $17 billion sales in 2021 - patent expires 2028.

For more see Marcus 50662 - published in February, a list of annual sales of monoclonal antibody medications https://www.biospace.com/article/global-top-10-cancer-antibodies-by-sales-2021/

Then Marcus 50663 - ""AvidiMab would also extend the patent life of commercially established programmes. Think about that for a moment!!! Virtually any antibody-based product including the many blockbuster mAbs, each one turning over billions in revenue every year, many with the patent life nearing its end!

""Scancell progresses its new anti-glycan monoclonal antibody (mAb) platform GlyMab™
Initial anti-glycan mAbs from the GlyMab™ platform have now been successfully humanised
Fourth research agreement on Glymab™ platform signed with major European Pharma

Prof Lindy Durrant, Chief Executive Officer, Scancell, commented: "“We believe our proprietary GlyMab™ platform provides a powerful and versatile approach to generating novel antibody drug candidates that bind to sugar motifs, rather than peptide epitopes, found on the surface of glycosylated proteins and lipids that are implicated as drug targets in particular cancers and potentially other diseases. As such, this new platform expands on Scancell’s unique approach to developing innovative therapies for cancer and infectious disease. The Board believes that there are multiple ways to maximise the value of these innovative and proprietary assets, either developing them internally to further value inflection points, develop alongside strategic partners or through earlier stage commercial licences. The fourth research agreement on the Glymab™ platform provides further validation of the commercial potential of this platform.”"

HTTPS://www.scancell.co.uk/Data/Sites/1/media/publications/rns/scancell-update-on-anti-glycan-antibodies-final-17.03.22.pdf

Then Marcus - "AvidiMab could be used to enhance the avidity and potency of virtually any antibody-based product. It would also extend the patent life of commercially established programmes. Hence its appeal could be significant. However, it has only been employed on Scancell programmes and until it has been licensed externally it is difficult to model with any degree of confidence. Consequently, we have adopted a cautious approach, assuming the antibodies using AvidiMab technology have collective peak sales of £8.5bn."

A nice reminder with Marcus' thoughts added. GLA

Yes very unusual WTP. Even more unusual - the merest touch of blue !!

Thanks Cleaner - but now I've blocked the ads, I don't get access to some scripts - you can't win!
But I did see the first name mentioned was Prof. Ottensmeier . . . .

Well Hasiba there's no news and the devil has found work to do ! In fairness there have been some constructive posts the last day or two from Johnny, Chester and others so don't be too down. Anything from you at all ?

Ruck re 09.55 that's not harassment that's asking a question.

Johnny thanks - good to see some confirmation of those timings. It's a wait again then. GLA

Kashdog - re. deletion - that'll be Monday morning I guess when Admin return to duty . . . .

Good post Chester . . . . perhaps that'll calm me down (wink). July then.

No chat around today - something to do with the Cup Final methinks. Nice weekend to you . . .

Johnny re. earlier you're welcome and re. 15.09 - thanks.

Prof. Ottensmeier is certainly in a fine position to assist Modi 1 recruitment in Liverpool.

Tick tock . . . .