German Biotech
@GermanBiotech
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Biotech Investor, Former Scientist, M.D., Tweets since October 2019
Frankfurt, Germany
Joined December 2013
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Pinned Tweet
Everyone who sees these photos and is reasonably healthy should pause for a moment and be somewhat humbled and grateful. Often in everyday life you forget how relatively well you are doing and get angry about trivial things and do not enjoy the here and now.
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@Doktor_FreakOut
Bin selber Arzt und habe durchaus Sinn für Scherze. Die Bemerkung mit dem Abstrichtupfer geht aber überhaupt nicht, zumal sie mit einer gewissen Ernsthaftigkeit formuliert ist. In meinem Umfeld würde ich derartiges nicht tolerieren.
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I kept thinking today why CX-904 $CTMX showed a therapeutic effect in all six patients with pancreatic CA, but was more or less ineffective in all other tumor types. IMO, there could be a very simple and good explanation for this:
/1
@JacobPlieth
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$ATNM Doubling of OS (6.4 mo vs 3.2 mo) with significantly better quality of life (fewer side effects), plus a double-digit percentage of long-term survivors ... at first glance, this looks very good. Crossover patients also benefit significantly from treatment with Iomab-B.
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@Karl_Lauterbach
Das nachfolgende Gedicht stammt aus dem Jahr 1920 (!), erschienen ist es in der Zeitschrift "Nebelspalter", der Inhalt ist jedoch unverändert aktuell.
Das Lernvermögen der Menschheit ist offensichtlich limitiert.
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There is hardly any company I have dealt with as intensively as $CTMX. I was therefore not surprised when I saw this slide in today's presentation following the very selective press release. This is reminiscent of the failed CX-2009 (CD166 PDC),
/1
Share price triples today just because $CTMX will publish the first data on CX-904 on May 8? That is completely insane. CX-904 is highly likely to fail, just like all other probodies before it.
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@MorawieckiM
A large part of the German population shares her opinion. We hope that our government will take a much tougher stance toward Russia in the future. First of all, Russia must be immediately excluded from the SWIFT system.
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@a_rosenfelder
Ich empfehle Ihnen die Hospitation auf einer Intensivstation. Vom Verlagsschreibtisch aus fehlt Ihnen leider der rechte Überblick.
Schreiben Sie besser über Theater und Kunst!
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$AFMD
This looks good!
100% ORR + 62% CR after a 2nd cycle in 13 patients with CD30-pos r/r HL/NHL treated at the recommended phase 2 dose (RP2D).
Median of 7 pretreatments, median duration of response has not yet been reached.
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1/n
I'm looking at $LPTX right now and trying to understand the stock price drop following
#ESMO22
.
There is actually little change in the data compared to previous ASCO-GI 2022 data.
If you do a more rigorous evaluation on an ITT basis and count only confirmed responses,
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The current data on DKN01 $LPTX in 2L GEA looks good
#SITC22
:
CPS ≥ 10:
DKN01 + Tislelizumab: ORR 50% ("n.e." I have rated as PD)
for comparison
Pembrolizumab (KEYNOTE-061 trial): ORR 25%
CPS < 1:
DKN01 + Tislelizumab: ORR 27%
Pembro: ORR 2%
EV $LPTX = $0 🤔
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I talked to a leading German hematologist last year about the prospects of the SIERRA trial. He did not expect such a convincing result.
For certain patient groups, completely new perspectives open up. Congratulations to $ATNM.
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@jreichelt
Was Sie da treiben, hat mit kritischem Journalismus nichts zu tun. Kritischer Journalismus setzt eine gewisse Bildung voraus, die Ihnen ganz offensichtlich fehlt. Sie verfolgen Ihre eigene demagogische Agenda.
#Bild
#Drosten
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@MorawieckiM
Very late, but still:
"The German government has decided to deliver 1000 anti-tank weapons and 500 "Stinger" surface-to-air missiles from Bundeswehr stocks to Ukraine to support the Ukrainian armed forces. This was announced by government spokesman Steffen Hebestreit."
n-tv 19:09
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Good news from $ATNM
Active relapsed or refractory AML patients 65+ years receiving an Iomab-B led BMT achieved significant improvement in survival at one and two years compared to control arm patients none of whom survived even one year.
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An interesting question is how to value $ATNM now. I am sitting over my Excel spreadsheets pondering. $ATNM presented the following slide yesterday, which includes some past transactions of radiotherapeutics.
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Some biotechs that could potentially make investors a lot of money in 2024:
▪ $ATNM (good risk-reward ratio)
▪ $ALXO (intelligently designed anti-CD47, but CD47 pathophysiologically only incompletely investigated, therefore also high risk)
▪ $AFMD (if Artiva's NK are
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$AFMD
Two pictures from the European patent database on the manufacturing process and the effect of AFM13 + NK + IL-2.
In H1 2024, the first data from the LuminICE-203 trial will be published, which will will be of decisive importance for $AFMD.
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$ZYME Zanidatamab +Chemo in 1L GEA, fantastic efficacy:
cORR 75%
CBR 89%
mDOR 16.4 months
mPFS 12.0 months with a median follow-up of 6.9 months.
This is clearly better than data from all competing therapies.
#ESMO21
Poster ->
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$AZN to acquire $FUSN (radioconjugates)
$21.00/share in cash (= 97% premium) + contingent value right $3.00/share
Upfront $2bn
Upfront + CVR $2.4bn
I am curious to see when there will be a takeover bid for $ATNM. EV $ATNM approx. $100m
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$ZYME CEO Galbraigth has received a total salary of $10.5 million for 2022 and 2023. This is definitely too much for a small biotech company and bears no reasonable relation to the salaries that top performers in R+D receive.
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#ESMO2022
DKN-01 $LPTX + tislelizumab + CAPOX in 1L advanced GEA (unselected) → 68% ORR, PFS 11.3 months
For comparison:
nivo + chemo → 47% ORR, PFS 7.7 months
tisle + chemo → 47% ORR, PFS 6.1 months
I am eagerly awaiting additional safety data, incl from the WAKING trial.
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$ATNM developed Iomab-ACT with the goal of replacing the chemotherapy conditioning regimens currently used prior to cell and gene therapies.
Start of clinical trial to study Iomab-ACT with a commercial CAR-T →
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During my routine patent searches, I found a new patent application from $ATNM in the European patent database. It is a radioisotope labeled trophoblast glycoprotein (5T4)-targeting agent for the treatment of solid tumors.
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1/2
For biotech investors, the ratio between research effort and financial return has increasingly deteriorated in recent years. For the target HER2 alone, I have stored the characteristics of 150 therapeutic molecules in my database.
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In my routine patent searches, an interesting new patent from $ATNM caught my eye. It is a radioconjugated CCR8-targeting agent (mAb) for depletion of tumor infiltrating regulatory t cells. It can be applied alone or in combo with other drugs such as Actimab-A.
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Share price triples today just because $CTMX will publish the first data on CX-904 on May 8? That is completely insane. CX-904 is highly likely to fail, just like all other probodies before it.
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@MorawieckiM
Full agreement! Russia must be completely isolated economically, half-hearted solutions are not expedient. The EU and the USA have to accept disadvantages in energy procurement, if necessary it will be a bit colder in our homes. What is that compared to the atrocities in Ukraine?
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@MorawieckiM
@JJansaSDS
@P_Fiala
@Denys_Shmyhal
It is admirable and great that you traveled to Kiev. This is political and moral leadership!
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Encouraging results for zanidatamab mono $ZYME in 2L HER2+ BTC →
ORR 41.3% mDOR 12.9 mo
For comparison:
Enhertu in comparable population (HERB trial) →
ORR 36.4%, mDOR 7.4 mo
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$ALXO $TRIL $GILD $ABBV
CD47 blockade as a therapeutic approach for vascular inflammation (e.g. atherosclerosis)
Worth reading ->
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On April 16, a patent application was published in the Eur. pat. database by $AFMD for trisp. antibodies that bind to the following structures
▪ CD16A on an immune effector cell
▪ 2. antigen on an IEC, e.g. CD47/SIRPα, TIGIT, Nectin-4, LAG-3, TIM-3
▪ antigen of the tumor cell
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By partnering with the NCI, $ATNM will save a great deal of money on clinical trials.
Do not forget: In 12 days the results of the SIERRA trial will be presented at the TCT meeting.
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In my routine patent searches, I noticed that $LPTX has filed a patent for a biomarker to optimize the chances of success of DKN01 therapy. Cancer patients who have a constitutively activating mutation within the beta-catenin protein are expected to respond better to anti-DKK-1.
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1/n
$ZYME ($19.99) is now trading -66% from the high. The capital market has apparently written off zanidatamab. Based on the study data available so far, this cannot be understood.
In 4L HER2pos CRC Zani (46% ORR) shows about the same effect as Enhertu in 3L (ORR 45%), with
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Some information from $ATNM's form 10-K
▪ „We believe we may be able to receive regulatory approval for Iomab-B in 2025“
▪ „We have also worked with the FDA to develop a regulatory pathway for lintuzumab-Ac-225 in patients with high-risk MD“
/1
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@BMG_Bund
@jensspahn
Was haben wir von Impfstofflieferungen, die Ende 2021 eintrudeln? In Israel sind schon jetzt > 7% der Bevölkerung geimpft! Mit dem minderwertigen Impfstoff von AstraZeneca würde ich mich im Übrigen nicht impfen lassen.
Bei der Impfstoffbeschaffung haben Sie schlichtweg versagt!
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8/n
$BGNE should have the results of the Rationale 305 trial by now (tisle + chemo vs chemo in 1L GEA). The comparison of these data with the results of the DKN01 + isle + chemo combo will certainly determine whether $BGNE will take the Asia option for DKN01 or buy $LPTX.
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More details from $ATNM PR:
Iomab-B doubled 1-year survival (26.1% vs 13.1%), at the same time 4 x lower rates of sepsis (6.1% vs 28.6%) and lower rates of febrile neutropenia, mucositis and acute aGVHD.
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$PIRS terminates PRS-343 P2 study/development in HER2+ GC. A strategically correct and overdue decision. Actually, the share price should rise, not fall, after this news.
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(1) Many companies are active in the field of conditional activation of antibodies, with different approaches (e.g. $CTMX → masking of TA-binding Fab fragment, $BCAB → reversible activation via chemical switch, etc.). When I have more time, I will give a larger overview.
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In the European Patent Register you will find a new patent application from $AFMD. It refers to cryopreserved NK cells preloaded with an antibody construct. The NK cells are isolated from umbilical cord tissue or PBMC from healthy donors.
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After yesterday's PR on the semaglutide $NVO kidney outcomes trial, $MDGL plunged by 7%, because the market seems to be projecting the trial results onto NASH.
This is a bit premature, in phase 2 semaglutide did not lead to a signif improvement of the fibrosis stage vs placebo.
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As can be seen, the sole application of NK + IL-2 (contrary to the assumption of many capital market participants) does not lead to convincing results. AFM13 $AFMD is essential for the therapeutic effect. The combo AFM13+ NK + IL-2 shows an optimal effect.
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In view of the never-ending insider sales, one can get the impression that the $IMGN Mgtm assumes that Elahere sales will only last a few years. Indeed, strong competition is to be expected (see e.g. PRO1186, R-DXd, MORAb-202).
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That Caroline Yarbrough moved from $NVS to $ATNM as Chief Commercial Officer at the end of 2022 already suggested compelling trial data.
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Numerous investors have complained there are no references to the SIERRA P3 trial among the
#ASH22
abstracts. This may be why the $ATNM share price is currently down 10%. My advice is to wait for the late-breaking abstracts, which will be published on November 22.
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Mark your calendar for next week!
$ZYME →
(I expect positive results)
$LPTX →
(I expect an indirect indication if $BGNE will exercise the option for DKN-01)
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1/n
$TRIL TTI-622
#ASH20
poster with regard to the indication DLBCL (modified ITT approach): 38% ORR (6% CR), 53% DCR. Safety looks encouraging (keep an eye on possible thrombopenia). From a physician's perspective, a combo TTI-622 + epcoritamab $GMAB $ABBV would be a good idea.
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$ATNM In January, a single-cohort pilot study will begin in which patients will receive 131-I apamistamab 75 mCi prior to CAR T-cell infusion. Sponsor of the trial is the Memorial Sloan Kettering Cancer Center.
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7/n
$BGNE will therefore almost certainly pull the Asia option for DKN-01 and for the RoW $LPTX should also have lucrative out-licensing opportunities.
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I am not convinced by the current data on PRS-343 in GC/GEJ
#AACR21
. In the therapeutically effective range ORR 13%, SD 47% (confirmed data?) and short DoR, this is not competitive. IMO, $PIRS should focus exclusively on developing inhaled drugs like PRS-060.
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$BMY acquire $RYZB for $62.50 per share in cash (total EV of $4.1 billion).
A highly undervalued takeover candidate is undoubtedly $ATNM.
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$PIRS
#SITC2019
PRS-343
"At the active doses, we observed significant and pronounced post-treatment expansion of CD8+ T cells particularly in the tumor nests"
"expansion ... was more pronounced in patients with a confirmed PR or prolonged SD"
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The countdown is on for $AFMD. In H1 2024, the share price will explode or the company has a serious problem ... depending on whether Artiva's NKs work as well as MD Anderson's NKs or not.
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Combination therapy zanidatamab (bisp. anti HER2) + ALX148 (anti CD47) should have a strong synergistic therapeutic effect without a significant worsening of the side effect profile.
I am curious.
$ZYME $ALXO
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$ALXO is another small biotech company that is being milked financially by management. E.g. CSO (Ex-CEO) Pons earned $10.1m and $3.7m in 2021 and 2022 respectively. The salary for 2023 is not even published in the 10-K, but will only be available in the DEF14A.
/1
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$LPTX It is highly likely that $BGNE will exercise the option for DKN-01 for Asia (excl JPN), AUS/NZ. It can be assumed that the exercise of the option will cost about $10-15M (JPM Pres. 2022 → "> 10 million"), which is an amount that cannot burden the risk-reward ratio.
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#ASCO21
, of particular interest to me:
Zanidatamab, an anti-HER2 bispecific antibody, plus chemo with/without tislelizumab as 1L treatment for patients with advanced HER2-positive breast cancer or gastric/GEJ adenocarcinoma: A phase 1B/2 trial-in-progress.
$ZYME $BGNE
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@thiepettwitt
Als Außenministerin ist
#Baerbock
mit ihrer klaren Wortwahl ein Glücksfall für Deutschland! Da mögen sich die Trolle irgendwelcher Diktaturen noch so ereifern.
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Enterprise Value $ATNM approx $140m
(share price $8.15)
This is not a reasonable price, not only in view of the recent takeovers (POINT Biopharma to $LLY for $1.4bn and RayzeBio to $BMY for $4.1bn).
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Bad news from $INFI on MARIO-3 TNBC trial:
eganelisb + atecolizumab + n-pac → mPFS in PD-L1(+) cohort = 6.4 mo (11.4 mo in SABCS 2021!).
For comparison:
atecolizumab + n-pac → mPFS 7.5 mo ( IMpassion130 trial).
I can't see why $INFI should be bought.
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thus to a correspondingly effective cleavage of the peptide mask of the probody. It is therefore actually possible that the Probody technology, which I otherwise consider to be immature, as is generally known, works specifically in pancreatic CA.
/3
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@MelnykAndrij
Es ist eine Schande, dass wir so etwas noch einmal in Europa erleben müssen 😡. Russland sollte politisch und wirtschaftlich völlig isoliert werden!
(Wenigstens war die Ukraine nicht so naiv wie Deutschland und hat die Sirenen nicht demontiert. Ist natürlich kein Trost.)
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In the press release, $ATNM should have also mentioned that bridging to HCT was successful in 64% of eligible patients. Without this information, the PR can hardly be interpreted.
Hopefully the corresponding poster will be published on the homepage.
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@EckerleIsabella
Na ja, ganz so einfach ist das nicht. Wenn z.B durch Zugluft/Wind/Kälte Körpergewebe stärker auskühlt, werden dort Perfusion, Mikrostoffwechsel etc. reduziert, was durchaus zu einer lokalen Infektanfälligkeit führen kann.
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@maxotte_says
Max Otte, Sie sind offenbar nicht nur ein miserabler Investor, sondern auch ein von Verschwörungstheorien besessener Spinner. Aber verbreiten Sie ruhig weiter Ihren Unsinn, wir leben in einer freien Demokratie (auch wenn Sie dies vermutlich bestreiten).
#drosten
#Coronavirus
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(1)
In the European patent database, I just came across an interesting application by $PIRS concerning polypeptides (lipocalins) with high affinity for IL-17a and IL-23p19.
Officially, these development programs have not yet been communicated.
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Interesting $ATNM share price performance (-8%), the logic of which I don't quite understand. W.Blair downgrades the share from outperform to market perfom etc. Has anyone read details of this? Frankly, I find the share price reaction to the SIERRA trial results pretty crazy.
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$SGEN New CEO Epstein was gifted 107,389 shares (RSUs) and 643,447 stock options when he took office. The RSUs are worth $15 million and the options will be worth an additional $9 million if the share price increases by 10%. In my view, this is too much easy money.
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6/n
Conclusion: I cannot find a convincing explanation for the $LPTX share price development following
#ESMO22
.
If anyone has something illuminating to contribute to this topic, I would be pleased.
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1/n
The long term data on ABX464 ( $ABVX ) at UC looks very good. A comparison with Etrasimod ( $ARNA ) on ITT basis shows after 12 months:
Clinical remission -> 55% ABX464 vs 31% Etrasimod
Endoscopic improvement -> 73 % ABX464 vs 41 % Etrasimod
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@Karl_Lauterbach
@Karl_Lauterbach
Worauf basiert Ihre Aussage "Durchbruch gegen Booster unwahrscheinlich"? Bei aller Wertschätzung: Diese Art vorschneller, politisch motivierter Aussagen mag ich überhaupt nicht. Mit Wissenschaft und Glaubwürdigkeit hat das nichts zu tun.
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$ATNM will share more extensive data on the SIERRA trial by year-end. A detailed presentation will be made at upcoming medical conference focusing on BMT.
Source: Statement of the CEO to the shareholders (November 21, 2022)
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@JacobPlieth
1/2
As a result of the collaboration with Immedia (Apr 2022) and the NCI (Feb 2023), $ATNM actually don't need to dilute further. Current company strategy makes sense, the study results are convincing + they have recently filled several leadership positions with qualified people.
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1/n
I compared 1-year data of different UC drugs over the weekend (e.g., upadacitinib $ABBV, etrasimod $PFE, and ABX464 $ABVX in the maintenance trials U-ACHIEVE P3, OASIS P2, and ABX-464-104 P2). Although cross-comparisons are always subject to caveats: ABX464 performed best.
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$IMGN I don't share the disquiet about insider selling. As of June 30, there were 34 million outstanding stock options and 2 million RSUs. It was obvious that a certain part would be exercised in view of the positive Corporate Development. Anything else would be incomprehensible.
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@RusBotWien
@MFA_Austria
@RusConsSalzburg
@RusBotschaft
@karlnehammer
@a_schallenberg
@vanderbellen
Als "faschistisches Ungetüm" muss man derzeit leider Russland bezeichnen. Es ist eine Schande!
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$ATNM
Lintuzumab Ac225 in relapsed/refractory AML.
Excellent interim results!
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@HubertAiwanger
Herr
#Aiwanger
, das
#Freiheitsrecht
hört da auf, wo es auf Kosten Anderer beansprucht wird. Ihr Verhalten ist unsozial, verantwortungslos und dumm, mit einer derartigen Haltung sind Sie zur Ausübung eines politischen Mandats ungeeignet.
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If intellectual property protection is removed in the case of
#COVID19
vaccines without adequate compensation, the Democratic Party with President Biden will have to develop the then-needed vaccine at party headquarters during the next pandemic.
#patentprotection
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9/n
I'll finish looking tomorrow to see if there were any particularly good results in 1L GEA in any competitor study presented at
#ESMO22
.
$LPTX
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@MelnykAndrij
Er kann einfach nicht aus seiner Haut. Privat sicherlich ein freundlicher Mensch, als Bundespräsident aber allein schon wegen seiner Vorgeschichte nicht geeignet. Und dazu leider ein äußerst schlechter Redner. Da vermisst man Gauck!
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2024 could be a year of biotech acquisitions.
$AZN buys $GRCL (-> GC012F = BCMA x CD19 CAR-T).
$2.00 per ordinary share + $0.30 CVR.
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The expansion cohort should already clarify whether the results presented yesterday were a coincidence or whether my theory is correct. $CTMX should in any case determine the protease concentrations and distribution in the tumor biopsies in the future.
/4
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$LPTX
DKN-01 + tislelizumab + CAPOX in 1L adv HER2- GEA
PFS also significantly increased with DKK-1 low (10.7 months) compared to tislelizumab + chemo alone (6.1 months).
Top results, looking forward to tomorrow's stock market day and going to sleep now. Good night.
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4/n
In the meantime, additional study centers in Spain and the UK have become operational. The expected primary completion date of the APATURA trial has been moved up a bit, currently listed as July 3, 2023.
$PIRS could be one of the big biotech surprises of 2023.
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@JacobPlieth
@ApexOnco
With regard to $ATNM, it should perhaps be added that Lintuzumab-Ac225 (anti-CD33) that has produced excellent clinical results in AML, has been in the pipeline for some time. What is new is that $ATNM has establish a new cost-effective production process for Ac225.
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1/n
New data for Enhertu $AZN $DSNKY in HER2-pos GC/GEJ prev treated with trastuzumab - western patients (
#ESMO21
)
cORR 38%
mDoR 8.1 mo
mPFS 5.5 mo
For comparison
Zanidatamab $ZYME
cORR 54%
mDoR 8.9 mo
mPFS 5.6 mo
!Only 58% HER2-pos!
(ASCO21 GI)
!
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I will keep a closer eye on $PIRS in the future. The company has made some good strategic decisions recently and has positioned itself in respiratory indications with some interesting molecules and collaborations (> $8 billion potential milestones). EV approx. $30 million.
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... with a good ending: The SIERRA trial met its primary endpoint of durable complete remission or dCR of 6 months post initial remission after a BMT in Iomab-B arm compared to conventional care arm demonstrating statistical significance p<0.0001
$ATNM
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6/n
DKN-01 + tisle + chemo (DKK-01 high):
OS → 17.0
PFS → 11.3
DOR → 10.7
ORR → 67%
DKN-01 $LPTX thus seems to lead to a too significant improvement in effectiveness.
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