Arrowhead Pharmaceuticals (ARWR)

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piddybull
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Re: Arrowhead Pharmaceuticals (ARWR)

Bericht door piddybull »

Bron : Bikerieder (Twitter)
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Re: Arrowhead Pharmaceuticals (ARWR)

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Formulier 4 zojuist ingediend voor de CEO. Elk doel behaald dat door het bedrijf was gesteld voor pijplijn en uitbreiding. De CEO van Arrowhead heeft zojuist 800.000 aandelen opgehaald.
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Re: Arrowhead Pharmaceuticals (ARWR)

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Trigger geweest vandaag ??
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Re: Arrowhead Pharmaceuticals (ARWR)

Bericht door maartenverhoeve »

piddybull schreef:
08 jan 2021 00:52
Trigger geweest vandaag ??

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Het positieve PB bij ALNY.
Ook telkens eind vd dag koopt men massaal in.
In port; Enwave, Ageas, Western Cop, Retail estate, RDS, kbca, roularta, Tessenderlo.,oci, Forfarmers, American airlines en veel arrowhead pharma....

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Re: Arrowhead Pharmaceuticals (ARWR)

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Bron : https://www.nature.com/articles/s41587-020-0692-z

Mist begins to clear for lung delivery of RNA
Catherine Shaffer
Nature Biotechnology volume 38, pages1110–1112(2020)


Inhaled RNA is coming soon for countermeasures against respiratory pathogens, including COVID-19.

In August, Vir Biotechnology and Alnylam Pharmaceuticals announced that lung-targeted small interfering RNA (siRNA) conjugates against SARS-CoV-2 and other coronaviruses delivered to the lung are scheduled for preclinical studies by the end of the year. The collaboration inked in March involves Alnylam, the RNA interference (RNAi) pioneer, providing Vir with over 350 siRNAs targeting all available SARS-CoV-1 and SARS-CoV-2 genomes. Vir has been screening these molecules in vitro for potent lead siRNA candidates; if any are taken forward, Alnylam retains a 50–50 option for participation.


Schermafbeelding 2021-01-08 om 13.41.41.png

SARS-CoV-2 infects lung tissue through breathing; drug makers could use the same route to deliver RNA treatment. Credit: Stocktrek Images / Science Source
Around the same time, Translate Bio closed a licensing deal with French pharmaceutical giant Sanofi Pasteur for use of its mRNA platform to develop vaccines for infectious diseases. The deal provides $425 million up front and up to $1.9 billion in milestones and royalties on worldwide sales. The new agreement expands on a 2018 deal covering five infectious diseases and a March 2020 update adding COVID-19 to the list of vaccine targets.

Under the partnership, the mRNA vaccines will be delivered by intramuscular injection and are not targeted to specific organs or tissues. But the multibillion-dollar deal highlights the potential of Translate Bio’s expertise in mRNA delivery. That includes a tissue-specific mRNA delivery platform that the company is using to target the lung in cystic fibrosis and idiopathic pulmonary fibrosis. RNA delivery into the lungs, if successful, would be a boon for drug and vaccine makers. Other advances in lipid nanoparticle (LNP) formulations, inhalation devices, carrier particles and customized chemical modifications are making strides toward the goal of delivering RNA candidates — including mRNA, antisense RNA and siRNA — into the lung. Success could open treatment doors for lung disorders in COVID-19 and beyond.

Platforms that deliver to the lung are attractive for two main reasons. First, they offer direct access to the alveoli and lung parenchyma for treating disorders, such as asthma, idiopathic pulmonary fibrosis, lung cancer and a range of pulmonary infections. Second, they are not only non-invasive, they also offer hundreds of square meters of well-perfused surface area for rapid drug absorption and avoid alteration by enzymes, as occurs in the gut and liver during oral delivery. If researchers can overcome the challenges of delivery to the lung, RNA-based therapeutics offer many advantages, such as the ability to directly knock down a viral infection, and convenient dosing without the need for an injection or infusion.

For small molecules such as glucocorticoids, inhalation has been successfully deployed for some time. Until recently, however, lung delivery for biologics and nucleic acids has remained largely unexplored. Some of the first attempts with inhaled insulin were a commercial failure. Pfizer’s inhaled powder insulin product, Exubera, was approved in 2006 but was removed from the market just a year later owing to an unwieldy delivery device, marketing missteps, a high rate of adverse effects and a lung cancer scare. Similarly, disappointing sales led Sanofi to hand back rights to another powdered insulin product, Afrezza, to its developer MannKind less than two years after approval. Although Afrezza launched with a much more convenient inhaler, it has faced difficulties with insurance coverage, a ‘black box’ warning for bronchospasm and lingering concerns about lung cancer.

To deliver nucleic acids, including RNA-based therapeutics to the lung, several companies have pursued LNPs. A nanoparticle encapsulates and protects the mRNA from degradation and facilitates cellular uptake. Once inside the cell, the mRNA is released into the cytoplasm, where the cellular machinery takes over, ensuring proper folding and glycosylation of the translated protein. Nanoparticle delivery systems have the advantage that, once they are optimized for an initial target, the next product can have a greatly expedited timeline from preclinical proof of concept to clinical trials.

The first FDA-approved siRNA therapeutic, Alnylam’s Onpattro for transthyretin amyloidosis, is packaged in a cationic amino MC3 lipid nanoparticle that targets hepatocytes. The LNP has been a workhorse for liver-specific therapeutic delivery and is featured in development programs at a number of other companies, including Silence Therapeutics and Moderna. Although Alnylam has moved away from LNP delivery to N-acetylgalactosamine (GalNAc)-conjugated molecules, some other companies developing RNA-based therapeutics, such as Translate Bio, are leaning into this delivery platform because it can be targeted to different organs by varying the lipid composition of LNPs.

A LNP typically has up to four components, according to James Dahlman, a biomedical engineer with the Georgia Institute of Technology. These are an ionizable lipid, a cholesterol, a polyethylene glycol-conjugated lipid, and a phospholipid or other helper lipid. Dahlman has used DNA barcoding to rapidly screen hundreds of LNPs loaded with the mRNA Cre–lox system for distribution to cells outside the liver. What he learned from this and other experiments is that variations in those four particle components can determine delivery to specific cells. “It’s a giant chemical space. All four of those variables matter. And there’s dozens to hundreds of thousands of variants in each one of those variables,” says Dahlman. The variables for optimized delivery can change depending on whether you’re delivering from the circulation side, like Alnylam, or the airway side, as with Translate Bio’s phase 1/2 cystic fibrosis therapy. Dahlman is the cofounder of a company, Guide Therapeutics, developing nanoparticles based on this technology.

Scientists at the Massachusetts Institute of Technology have worked out how to tweak LNPs to suit lung delivery of mRNA therapeutics. In a study published in 2019 in Advanced Materials and partially funded by Translate Bio, they report a nanoparticle formulation that successfully delivers a firefly luciferase to the lung in mice using an inhaled nanoparticle containing hyperbranched poly(beta amino esters). Translate Bio has patents on cationic ionizable lipids.

The mechanical method for administering an inhaled drug is another challenge for developing RNA-based drugs. When it comes to pulmonary delivery, says Frank DeRosa, chief technology officer for Translate Bio, “it’s really creating the ability to make your lipid nanoparticle aerosolize or fly, basically, or be able to be breathed in.” Translate Bio is putting that principle to work in a phase 1/2 cystic fibrosis clinical trial using its LNP platform to deliver an mRNA product to the lung through nebulization. DeRosa says maintaining integrity of the mRNA and its ability to penetrate the mucus layer of the lung tissue is critical to successful delivery. “We want lipids that are capable of passing through the mucus, getting into the cells and releasing the mRNA cargo. But at the same time, they need to be metabolized. They need to be cleared and not have side effects that you don’t want,” says DeRosa.

Dry powders are emerging as an alternative to aerosol delivery for inhalation. Acorda Therapeutics has a delivery platform based on dry powder inhalation. Acorda CEO Ron Cohen says their approach is to engineer powdered granules that resemble Wiffle balls. “There’s a lot of surface area because of all of the curves, so even a slight breeze, a slight breath is going to spin it. Just a regular, easy inhalation can get large amounts of the drug in.” Acorda’s pipeline does not include any nucleic acid therapeutics — it markets Inbrija, a levodopa inhalation powder for Parkinson’s disease — but the company’s chief medical officer, Burkhard Blank, says the technical aspects of designing a dry powder formulation should be similar. Blank says that Acorda had the opportunity to work on a messenger RNA program for a federal agency for an undisclosed virus that was not COVID-19. That mRNA product encoded antibodies against the virus. Blank says, “it was demonstrated that there was indeed in the lung the expression of antibodies.”

“For the lungs specifically, it’s really about getting good tissue penetration and getting into the deep lung, because we’re dealing with a hyper-branched organ and you want to coat the entire lung surface.”

Vir and Alnylam will be taking a different approach to deliver their inhaled COVID-19 siRNA therapeutic into the lung. The product, ALN-COV, targets conserved regions shared by SARS-CoV and SARS-CoV-2, in what the company hopes will be an effective treatment for COVID-19 and potential future pandemic coronaviruses. According to Akin Akinc, general manager at Alnylam for Givlaari (givosiran), a subcutaneously administered RNAi approved by the US Food and Drug Administration for acute hepatic porphyria, Alnylam’s delivery strategy for ALN-COV is informed by its experience with its discontinued respiratory syncytial virus candidate, which was formulated as a naked siRNA in saline. For ALN-COV, “we’re using chemical modifications that enhance stability, prevent immunostimulation, and enhance the potency and durability of the pharmacological effect [of the siRNA],” says Akinc. In addition to the chemical modifications, Alnylam is using a ligand to facilitate distribution of the siRNA and uptake by lung cells. In June 2019, at the 3rd International Conference on the Long and the Short of Non-Coding RNAs in Chania, Greece, company scientists presented mouse data in which siRNAs delivered to the lungs as aerosols via a pressurized syringe showed similar potency and duration of activity to those of GalNAc-conjugated siRNA molecules delivered subcutaneously and targeted to the liver. The modified siRNA is used with a nebulizer to create particle size distributions that can access the deep lung as well as the upper airway. “For the lungs specifically, it’s really about getting good tissue penetration and getting into the deep lung, because we’re dealing with a hyper-branched organ and you want to coat the entire lung surface,” says Akinc.

Ionis Pharmaceuticals is pursuing a similar strategy to improve the potency of its antisense oligonucleotide candidate targeting the epithelial sodium channel (ENaC) in cystic fibrosis. Shuling Guo, vice president for antisense drug discovery at Ionis, says that the naked oligonucleotide is distributed well in the lung with aerosol delivery. A preclinical study has shown effective delivery of a 3–10–3 gapmer with three constrained ethyl residues at each terminus to the lung. But she calls GalNAc delivery “revolutionary” for oligonucleotides delivered to the liver. “So what we are exploring is to find a better kind of ligand-assisted delivery so that we can really have a much more potent compound going forward,” says Guo.

Because these lung-targeted RNA-based therapeutics are still in early stages of development, the safety picture is not yet clear. Hasina Outtz Reed is a Weill Cornell Medicine pulmonary critical care physician and a molecular and vascular biologist working on mouse models of lung injury. She’s partnering with Sloan Kettering Institute chemist Daniel Heller to engineer nanoparticles to deliver therapeutics to the lungs. Outtz Reed emphasizes that in vivo models will be needed to evaluate the new generation of lung-targeted therapeutics: “I think, as with anything, we need to make sure that we know where these particles end up. Anything you inhale there’s theoretically going to be a high concentration, and the lungs are prone to having inflammatory reactions, so that’s something else we have to keep an eye on.”
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Re: Arrowhead Pharmaceuticals (ARWR)

Bericht door piddybull »

Deze namiddag bij opening even all in gegaan bij ARWR.
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Re: Arrowhead Pharmaceuticals (ARWR)

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Discussie op YH forum ( 3 dagen oud )

Taking a look back at the recent HIF2a trial update, we see that primary outcome #2 Recommended Phase 2 dose was struck. Several Secondary outcomes in PK were reduced from 8 to 2 weeks. Percentage of patients with best overall response or partial response was struck and reduced to Duration of Response (up to 2 years).

CA and Javier explained these changes in the Q4 CC Questions session.

Javier: “Sure. So the HIF2 study, correct, we changed an amended the protocol early this year, I think was March or April. And the reason was to reassess really what we wanted to learn from that study. And there's two really think that we care about, number one, safety, and number two, if we're able to get into the cells and knock down HIF2. In order to do that, we didn't need really 40 patients. Initially it was -- I guess very ambitious of program to really evaluate different doses or sequences, and then we made the decision to “sell it to the first thing first”, which is proof of concept that we get to the tumor and we knock down the gene as we've done with all of the liver targets. So that's the reason to do that, get to proof of concept and safety reg as early as possible.”
CA: “Okay. And so I think of it, then I'll piggyback on that for the HIF2 partnering. So look, we're excited about that franchise and about that platform. Having said that, oncology is hard. And so, in a perfect world, we can achieve proof of concept for HIF2-alpha to show that we can do this and then bring in the right oncology partner to help us prioritize our next set of targets, and then do some with our partner and then maybe some by ourselves. That's where we are right now. Do we have to partner HIF2, the candidate itself, “not necessarily”, but I do hope that the data will be compelling enough to enable us to blow out that platform, if you will, and the best way to do that would be, at least, in part with a partner.
My interpretation, 100% there is a partner or potential partners (plural) waiting anxiously in the wings. This one’s going to go fast and my guess is this calendar year. The effects of the treatment will show early as life expectancy for these stage 4 patients beyond 6 months or so is very low. Tissue samples that show a large knockdown in HIF2a, shrinkage in tumors, and extending life spans will be a HUGE. That by itself adds 10b to the market cap, even with partnering. Also expect breakthrough designation due to life saving effect.
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Re: Arrowhead Pharmaceuticals (ARWR)

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Discussie op YH forum ( 4 dagen oud )
Dank@ Bourbonisbest

Something I was thinking about regarding the discussion yesterday when the term buyout came up.

First, know the value of what you own! Each product in development represents at least the current market cap if approved.

Second, some represent much more and those that have been partnered have a shared risk with large players that are betting their futures on these products.

Third, deals moving forward, if they take place, will more likely look like the Takeda deal. One of the many things to consider with that 50/50 US split is that ARWR can keep the project moving at ARWR's pace and not the whim of the partner. Also, I think the three partnered products are gaining in their probability of success and with that, many large milestones and royalties should be forthcoming.

forth, ARWR should recieve go/no go regarding JNJ 1,2,3 and initial milestones could be collected in 2021.

fifth, with Baird saying buyout by Amgen I started thinking more down those lines. In a conversation offline with Holden, regarding this topic months ago, his opinion was that only 4 companies worldwide could afford to buy ARWR and none could justify if to their board's. If I remember correctly only one is in the healthcare space and we are already partnered with them and it isn't Amgen.

The difficulty comes in with how do you assign fair value to a company who is developing revolutionary, blockbuster products with every swing of the bat yet doesn't have any of them commercialized yet? The data and safety doesn't lie, and yet a valuation would have to be unorthadox and follow the likes of Amazon, in their growth phase, prior to flipping the earnings switch, when the PE was off the charts for years with people there knowing what they owned.

I myself think that if an offer to purchase were to come it would have to be a very large offer (north of 40-50 billion) currently and no aquiring board member could do that. Anything less than that with what we know today, and insiders know more, should not be considered by ARWR.

In my opinion, Amgen could make an offer to buy APOC-3, ANG-3 to the tune of 25-30 billion this year, and I would consider that as long as the data ARWR is seeing regarding all other pipeline products holds intact.

Remember that time is on ARWR's side and their warchest will continue to grow thanks to milestones and royalties on deals already in play. Deals must make sense to ARWR or they don't have to play!

ARWR can continue to push products through trials on their own and the farther they push, the more value they create, the more patients and investors benefit.

2021 in my opinion will be a fantastic year and anyone not buying up to their personal max allotment needs to do additional research on what they don't understand about ARWR. ( ;-) )

2021 will be the best year yet and I think each year after will be better than the previous for years to come.

Let me just say HBV!!!

Always in my opinion!
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Re: Arrowhead Pharmaceuticals (ARWR)

Bericht door piddybull »

Een belangrijke...

De Ceo kan 800.000 aandelen verdienen.
Deze zijn momenteel beperkt en kunnen door Chris worden verdiend bij het behalen van 8 prestatiedoelen in de komende 4 jaar. De opmerking met betrekking tot die aandelen is als volgt:

" Vertegenwoordigt het maximale aantal aandelen dat onderliggend is aan een restricted stock unit dat kan worden verdiend op basis van het behalen van acht vooraf bepaalde prestatiedoelen met betrekking tot de vooruitgang van de klinische en preklinische programma's van het bedrijf en de bedrijfsontwikkeling die binnen vier jaar moeten worden bereikt. Doelen die niet worden behaald binnen de vereiste tijdsperioden, wordt de onderscheiding geheel of gedeeltelijk verbeurd. "
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Re: Arrowhead Pharmaceuticals (ARWR)

Bericht door piddybull »

BioBoyScout (BBS)

Just a quick note to add to Goldman's $94 PT upgrade. Baird came out with a Biotechnology note today, and in it they have a list of potential deals occurring in 2021 (around 20-25 companies listed). One of the potential deals is Amgen acquiring Arrowhead. My guess is fat chance, unless Amgen is willing to be extra generous in their offer.
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