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Munnybunny
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Arbutus Biopharma - ABUS

Bericht door Munnybunny »

Ben ingestapt.

ABUS ligt in de clinch met Moderna over hun IP, de technologie die Moderna gebruikt in hun Covid vaccin.
In theorie komt het hier op neer: ABUS kan royalties vragen zodra deze een vaccin op de markt brengt.

Maar er is meer dan alleen maar de patent kwestie.

The Arbutus Story Isn't The Recent Win Over Moderna
Aug. 5, 2020 6:13 PMArbutus Biopharma Corporation (ABUS)MRNA, BNTX, ECOR
Summary

The biotech sector in the stock market has been on fire lately.
Stocks that are involved with potential COVID-19 vaccinations have gone on a big run, with a few gaining over 1,000%.
In this write-up, we focus on a company that has been getting a lot of attention lately, but not for the reasons we think it should.
The company has substantial catalysts in the near term that, we think, make it a good long trade and a speculative investment for certain risk-averse investors.

https://www.google.be/amp/s/seekingalph ... er-moderna


Tiny Arbutus Biopharma Wins Patent Litigation Fight with COVID-19 Vaccine Implications

https://www.google.be/amp/s/www.fool.co ... -figh.aspx

Net verscheen dit artikel😃

HEALTH NEWS
AUGUST 11, 2020 / 5:43 PM / UPDATED AN HOUR AGO
Moderna says uncertain about coronavirus vaccine patent exclusivity

Therapeutics, which is developing a vaccine against the coronavirus disease (COVID-19), in Cambridge, Massachusetts, U.S., May 18, 2020. REUTERS/Brian Snyder
(Reuters) - Moderna Inc (MRNA.O) said there was a possibility it was not the first company to make breakthroughs claimed in its patent applications, including those for its experimental coronavirus vaccine, according to a recent regulatory filing.

The statement by the U.S. drug developer was made in a quarterly filing on Aug. 6 under mandatory disclosures of risks to its business.

Moderna’s prior quarterly filings with U.S. regulators did not have the disclosure.

"For this and other reasons, we may be unable to secure desired patent rights, thereby losing exclusivity," the company said.
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medaar
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Re: Arbutus Biopharma - ABUS

Bericht door medaar »

persoonlijk zou ik toch nog efkens wachten tot de koers steun vindt bv

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Munnybunny
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Re: Arbutus Biopharma - ABUS

Bericht door Munnybunny »

medaar schreef:
11 aug 2020 23:22
persoonlijk zou ik toch nog efkens wachten tot de koers steun vindt bv
Say again? 😎
Ingestapt $3,48 nu $4,31 AH

medaar
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Re: Arbutus Biopharma - ABUS

Bericht door medaar »

Munnybunny schreef:
12 aug 2020 04:21
medaar schreef:
11 aug 2020 23:22
persoonlijk zou ik toch nog efkens wachten tot de koers steun vindt bv
Say again? 😎
Ingestapt $3,48 nu $4,31 AH
De koers is op moment van je post 3.44 en kan voor geïnteresseerde kopers steun vinden op 3$.
Verkocht je dan op 4.31?

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Munnybunny
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Re: Arbutus Biopharma - ABUS

Bericht door Munnybunny »

medaar schreef:
12 aug 2020 08:48
Munnybunny schreef:
12 aug 2020 04:21
medaar schreef:
11 aug 2020 23:22
persoonlijk zou ik toch nog efkens wachten tot de koers steun vindt bv
Say again? 😎
Ingestapt $3,48 nu $4,31 AH
De koers is op moment van je post 3.44 en kan voor geïnteresseerde kopers steun vinden op 3$.
Verkocht je dan op 4.31?
Neen, ik verkoop (nog) niet. Eerste steun ligt trouwens op $3,30.

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Munnybunny
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Re: Arbutus Biopharma - ABUS

Bericht door Munnybunny »

Arbutus to Present at Wedbush PacGrow Healthcare Virtual Conference

Arbutus Biopharma Corporation (Nasdaq: ABUS), a clinical-stage biopharmaceutical company primarily focused on developing a cure for people with chronic hepatitis B virus (HBV) infection, as well as therapies to treat coronaviruses (including COVID-19), today announced that William Collier, Arbutus’ President and Chief Executive Officer, will present at the Wedbush PacGrow Healthcare Virtual Conference on Wednesday, August 12, 2020 at 3:30 PM ET.

A live webcast of the presentation can be accessed through the Investors section of Arbutus' website at www.arbutusbio.com or directly at Live Webcast. An archived replay of the webcast will be available on the Company’s website after the conference.

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Munnybunny
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Re: Arbutus Biopharma - ABUS

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Trump announces sixth vaccine contract, for 100 million doses
News Desk | Agence France-Presse | Washington, United States
Jakarta / Wed, August 12, 2020 / 02:00 pm

President Donald Trump on Tuesday announced a $1.5 billion contract with US biotech company Moderna for 100 million doses of an eventual coronavirus vaccine, the sixth such deal reached since May.(Reuters/Dado Ruvic)


President Donald Trump on Tuesday announced a $1.5 billion contract with US biotech company Moderna for 100 million doses of an eventual coronavirus vaccine, the sixth such deal reached since May.

"I'm pleased to announce that we have reached an agreement with Moderna to manufacture and deliver 100 million doses of their coronavirus vaccine candidate," Trump said at a White House news conference. "The federal government will own these vaccine doses, we're buying them."
"We're on track to rapidly produce 100 million doses as soon as the vaccine is approved, and up to 500 million shortly thereafter, so we'll have 600 million doses," he added.

Moderna, in partnership with the US National Institutes of Health (NIH), is conducting Phase 3 clinical trials of a vaccine candidate and manufacturing of vaccine doses will take place while the trials are underway.

The vaccine, called mRNA-1273, is being co-developed by Moderna and the NIH's National Institute of Allergy and Infectious Diseases (NIAID), which is led by Dr Anthony Fauci.
Fauci has said researchers are unlikely to know the efficacy of the vaccine before the end of the year at the earliest. But Trump has said he hopes to have a vaccine before the November 3 presidential election.

The latest contract brings the US government's total commitments to Moderna to $2.48 billion.
The company, founded less than 10 years ago, has not previously developed a vaccine of any kind but preliminary results of the company's experimental COVID-19 vaccine have reportedly produced promising results.

The Trump administration has allocated a total of at least $10.9 billion for the development and manufacturing of a coronavirus vaccine.

It has already ordered 100 million vaccine doses from Johnson & Johnson, Novavax, Pfizer and Sanofi and 300 million from AstraZeneca.

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Munnybunny
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Re: Arbutus Biopharma - ABUS

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ABUS won het patentengeschil met Moderna over de LNP technologie. Vandaag is aangekondigd dat de overheid 100 mio dosissen van Moderna koopt voor 1,5 milj
Met een optie om 400 mio meer te kopen.

2% royalties voor ABUS.. maak de rekening maar.

Oh nog vergeten... ook Pfizer maakt ervan gebruik.

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Re: Arbutus Biopharma - ABUS

Bericht door Munnybunny »

Will Moderna Buy ABUS Stock?

An administrative court run by the U.S. Patent and Trademark Office has rejected arguments by Moderna that an ABUS Stock patent known as the ‘069 patent should be revoked. The news wiped over $2 billion off the market cap of Moderna and sent ABUS stock flying. ABUS stock closed the day up 119%, yet its $358 million market cap is a fraction of Moderna’s. As we take a closer look at the ruling and the stakes at play, we believe Moderna now has no choice but to purchase ABUS stock.

Moderna was a COVID-19 play that we called early and got our readers and subscribers long at $21 a share. We said at the time:
For investors looking to play the coronavirus outbreak, there’s no better play than NASDAQ:MRNA. With its vaccine entering human clinical trials, expect a major share price spike. There is an urgent need for a vaccine and no other biotech is better positioned that Moderna Inc. Dips are to be bought as NASDAQ:MRNA looks to be significantly undervalued given its enormous potential.

Since then, we have soured on Moderna and focused on identifying small-cap biotechs with bigger potential. We at Insider Financial have nailed quite a few this year, from Inovio to Vaxart to Heat Biologics, and most recently TNXP stock. As we take a closer look, there’s a lot to like with ABUS stock and why further upside is likely.

ABOUT ABUS STOCK
First up, here’s a little background info for those that aren’t familiar with ABUS stock. Arbutus Biopharma Corporation is a publicly-traded biopharmaceutical company dedicated to discovering, developing, and commercializing a cure for people with chronic hepatitis B virus (HBV) infection. The Company is advancing multiple drug product candidates that may be combined into a potentially curative regimen for chronic HBV infection.

MODERNA’S COVID-19 VACCINE TRIAL
Yesterday’s patent ruling is just the latest issue that has plagued Moderna and called into question its vaccine program. Investors need to keep in mind that Moderna has NO FDA approved drugs. Just take a look at one of the 45 volunteers in Moderna Therapeutics’ coronavirus vaccine trial. Ian Haydon, 29, shared his experience after receiving a coronavirus jab which followed a visit to the urgent care unit, vomiting then passing out, and eventually recovering after a few days. He is one of the four people reported to have experienced severe adverse reactions to the candidate vaccine.

Closely followed investor known as andybiotech on twitter highlighted that Moderna’s publication provided ” 1) No data for the most vulnerable older (>55) population 2) Second dose absolutely necessary 3) Safety profile less than desirable 4) Durability of neutralizing Ab not so encouraging (decline from day 43~57) 5) Very low CD8 T-cell responses”, which adds a bit of caution to the news.

PATENT NEWS
Moderna challenged patents held by Arbutus Biopharma covering lipid nanoparticle, or LNP, technology. Lipid nanoparticles are the delivery system for messenger RNA drugs, including Moderna’s coronavirus vaccine, which is known as mRNA-1273. The ruling could cut into profits on any Moderna drug, including mRNA-1273. The result also opens the door for debate around Moderna’s entire pipeline.

BOTTOM LINE
The smart move for Moderna is to buy ABUS stock and end this patent dispute once and for all. The longer it goes on, the worse it is for Moderna and its insiders who have dumped Moderna stock at every opportunity. Moderna insiders have sold more than $200 million in Moderna stock since January. Moderna insiders could have bought all of ABUS stock before the ruling. Moderna can still appeal the patent office ruling to the U.S. Court of Appeals for the Federal Circuit. That court, however, often upholds the patent office’s determinations.

This is not the first time Moderna has lost to Arbutus. In 2018, Moderna and Arbutus reached a settlement granting ABUS stock a share of milestone and royalty payments from Moderna. In order for messenger RNA to work, it must be delivered into a patient’s cells. The technology developed by Arbutus called lipid nanoparticles, or LNPs is designed to do exactly that. As a result, the smart and only move for Moderna is to purchase Arbutus Biopharma, which has backed Moderna into a corner and there’s no other move the company can make.

The stakes for Moderna are too high – in the tens of billions of dollars to hundreds of billions of dollars potentially. Even if it costs Moderna $1 billion to buy ABUS stock, it will be worth it.

As always, good luck to all (except the shorts)!

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Munnybunny
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Re: Arbutus Biopharma - ABUS

Bericht door Munnybunny »

Arbutus Biopharma (ABUS) PT Raised to $5 at Wedbush

August 12, 2020 6:56 AM

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