Transgene

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Re: Transgene

Berichtdoor Brammeke » 09 Apr 2019 16:38

het pakketje 27/06/2019 aan 2,80 verkocht aan 2,90.
gem: 3,01.



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Brammeke
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Re: Transgene

Berichtdoor Brammeke » 09 Apr 2019 16:39

27/03/2019 natuurlijk. ;)

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Re: Transgene

Berichtdoor And its gone! » 12 Apr 2019 11:18

De 3€ aangetikt! :clap:

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Re: Transgene

Berichtdoor Stofke » 12 Apr 2019 11:50

Erboven blijven zou ook al iets zijn

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Re: Transgene

Berichtdoor And its gone! » 14 Apr 2019 17:36

Vantage Logo
April 04, 2019
Sillajen and Transgene bid to revive the oncolytic virus craze

Jacob Plieth

The industry’s most advanced oncolytic virus project, Pexa-Vec, faces a make-or-break pivotal study readout.
A poxvirus, on which Pexa-Vec is based

While deal-making has maintained some investors’ interest in oncolytic viruses, clinical data backing such enthusiasm have been woefully lacking. This might change, as a pivotal trial of the most advanced development-stage oncolytic virus, Sillajen/Transgene’s Pexa-Vec, faces a futility analysis during the current quarter.

Failure here would set the sector back considerably, and unfortunately for bulls there are several reasons to expect a negative result. Pexa-Vec has earlier failed to generate convincing results, there have been rumours that the study is going badly, and to cap it all the two partners are in dispute.

All the while, however, investors in Sillajen have shown remarkable resilience. The South Korean company’s stock has risen more than fivefold in the past two years, and its market cap today stands at over $4bn. Pexa-Vec is by far its most advanced asset.

Phocus on first line

The project’s pivotal open-label study, Phocus, tests it in 600 first-line liver cancer subjects. Half have been assigned to Pexa-Vec plus the standard of care, Bayer’s Nexavar, and the rest to a Nexavar-only control cohort.

There is a sole primary endpoint, overall survival, which in Nexavar-treated subjects amounts to a median 10.7 months, according to the drug’s US label. Sillajen and Transgene bulls will point to a small phase II liver cancer trial in which the higher of two Pexa-Vec doses (and the one being used in Phocus) yielded median overall survival of 14.1 months.

However, this was a study in just 30 subjects, and it is impossible to tell how their baseline characteristics compared with those enrolled into Phocus. Moreover, the standard of care is changing, with Eisai/Merck & Co’s Lenvima securing a first-line label last year.

Tellingly, Lenvima’s pivotal study showed median overall survival of 13.6 months, versus 12.3 months for Nexavar, and both are likely a better representation of the benchmark for Pexa-Vec. Added to this must be the growing importance of checkpoint blockade: Keytruda and Opdivo both carry second-line liver cancer labels.

Pexa-Vec’s phase II test had been run by Jennerex, a San Francisco-based company that had originated Pexa-Vec. Sillajen bought Jennerex, along with Pexa-Vec, for just $100m up front in 2014, having then been the contract manufacturer for the oncolytic virus.

Not only was this acquisition a low-ball buyout, its trigger was the failure of Pexa-Vec in the phase II Traverse study, also in liver cancer, in subjects who had failed Nexavar. Last October Jennerex’s former owners sued Sillajen, alleging failure to make subsequent milestone payments stipulated under the deal.

Transgene’s Pexa-Vec involvement dates back to its deal with Jennerex, and the French group is also in dispute with Sillajen. Transgene’s most recent financial report reveals that mediation is ongoing to extract from Sillajen a €1.0m ($1.1m) milestone payment, also relating to the Jennerex takeout.

And, to underline Pexa-Vec’s precariousness, rumours surfaced in the local press last month that Phocus was not going well and questioning its design – though Sillajen was quick to refute these claims.


Kritische kijk op de aankomende Pexa Vec studie van Transgene / Sillajen :?

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Re: Transgene

Berichtdoor Naz-T » 02 Mei 2019 08:17

Orderboek leek me uitzonderlijk positief, dus even op de site gaan kijken. En er is inderdaad nieuws!

https://www.transgene.fr/wp-content/upl ... nt-ENG.pdf
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Re: Transgene

Berichtdoor Munnybunny » 02 Mei 2019 09:42

Naz-T schreef:Orderboek leek me uitzonderlijk positief, dus even op de site gaan kijken. En er is inderdaad nieuws!

https://www.transgene.fr/wp-content/upl ... nt-ENG.pdf


:clap:

Als de koers nu ook eens zou willen doorbreken. Helaas zien we maar al te vaak dat deze terug afglijdt naar beneden. Ben benieuwd...

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Re: Transgene

Berichtdoor And its gone! » 02 Mei 2019 11:32

Was even verschieten daarnet. Eindelijk eens wat beweging. :clap: :clap:

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Re: Transgene

Berichtdoor And its gone! » 02 Mei 2019 19:20

Transgene : s'envole de +6% après l'accord avec AstraZeneca
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02/05/2019 | 16:16
(CercleFinance.com) - Le titre Transgene s'envole de 6% après avoir annoncé ce matin la signature d'une collaboration avec AstraZeneca. Dans le cadre de cet accord, Transgene recevra un paiement initial d'un montant de 10 M$. Il pourrait être complété rapidement de 3 M$ supplémentaires en fonction de franchissement d'étapes précliniques.

Suite à cette annonce, Oddo confirme son conseil à l'achat et son objectif de 4,20 E.

' La société prévoit notamment de lancer son premier virus oncolytique codant pour l'anticorps anti-CTLA-4 (en collaboration avec BioInvent), ainsi qu'un autre virus codant pour un agent anticancéreux (non divulgué à ce jour), lors du S1 2020 ' indique Oddo.

' De par ce nouvel accord, AZN prend une option de licence sur 5 nouveaux virus oncolytiques non divulgués. N'ayant que peu de visibilité sur les cibles choisies et sur le calendrier de développement, nous considérons pour l'instant cet accord mais aussi l'ensemble de la plateforme Invir.IO comme une option libre à notre valorisation ' rajoute le bureau d'analyses.

' Grâce à ce paiement initial, intégré dans notre modèle, nous considérons que la visibilité financière de la société s'étale dorénavant jusqu'au T4 2020 (sans tenir compte d'un nouveau partenariat d'ici là) ' annonce Oddo.

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Re: Transgene

Berichtdoor Jelle R » 02 Mei 2019 19:38

Is dit dan de uitbraak waar we al zo lang op wachten? Technisch gezien is dit een zeer belangrijke uitbraak.

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