Inventiva Pharma

[Lama Daila]

https://pannash.org/video/nash-treatment-in-2022/

C196DF48-B0D6-4EAB-84BF-D205AFFF5D96.jpeg

[And its gone!]

Alle winst smelt weg als sneeuw voor de zon.
Straks zitten we terug aan een koers alsof de Fase II studie niet heeft plaatsgevonden. Een tragedie of een opportuniteit, ik ben er nog niet helemaal uit.

[And its gone!]

Alle winst smelt weg als sneeuw voor de zon.
Straks zitten we terug aan een koers alsof de Fase II studie niet heeft plaatsgevonden. Een tragedie of een opportuniteit, ik ben er nog niet helemaal uit.

-64% op 1 jaar tijd. Als ze onder de 4€ dippen ga ik toch mijn positie uitbreiden.

[bertje]

dju moest bijgekocht hebben:

Sept 21 (Reuters) - Inventiva SA :
* INVENTIVA AND SINO BIOPHARM ANNOUNCE LICENSING AND
COLLABORATION
AGREEMENT TO DEVELOP AND COMMERCIALIZE LANIFIBRANOR IN GREATER
CHINA
* INVENTIVA SA - CO WILL RECEIVE A $12 MILLION UPFRONT, $5
MILLION
IN SHORT TERM POTENTIAL MILESTONE PAYMENTS
* INVENTIVA SA - WILL RECEIVE UP TO $290 MILLION OF
CLINICAL,
REGULATORY AND COMMERCIAL MILESTONE PAYMENTS, IN ADDITION TO
TIERED ROYALTIES


Ze kunnen bijna het dubbele ontvangen dan de huidige beurswaarde.

[NewB76]

Sept 22 (Reuters) - INVENTIVA SA :
* INVENTIVA REPORTS ITS 2022 FIRST-HALF FINANCIAL RESULTS AND PROVIDES A CORPORATE UPDATE
* CASH POSITION AT EUR 87.2 MLN AS OF JUNE 30, 2022
* REVENUES FOR FIRST HALF OF 2022 REACHED EUR 0.1 MLN
* R&D EXPENSES FOR FIRST HALF OF 2022 AMOUNTED TO EUR 29.9MLN
* COMPANY'S NET LOSS STOOD AT (EUR 29.5) MLN IN FIRST HALF OF 2022
* PUBLICATION OF TOPLINE RESULTS OF PHASE IIA LEGEND OF LANIFIBRANOR IN COMBINATION WITH EMPAGLIFLOZIN IN PATIENTS WITH NASH AND T2D - PLANNED FOR SECOND HALF OF 2023
* LAST PATIENT FIRST VISIT OF PHASE III NATIV3 CLINICAL TRIAL EVALUATING LANIFIBRANOR IN NASH - NOW TARGETED FOR SECOND HALF OF 2023
* PUBLICATION OF RESULTS OF INVESTIGATOR-INITIATED STUDY WITH LANIFIBRANOR IN PATIENTS WITH NAFLD AND T2D - NOW PLANNED FOR Q1 OF 2023
* STUDY COMPLETION OF PHASE IIB TRIAL WITH CEDIROGANT IN PATIENTS WITH PSORIASIS CONDUCTED BY ABBVIE - PLANNED FOR FIRST HALF OF 2023
* ESTIMATES THAT ITS EXISTING CASH, CASH EQUIVALENTS AND SHORT-TERM DEPOSITS SHOULD ALLOW COMPANY TO FUND ITS OPERATIONS THROUGH Q4 2023
* ESTIMATES THAT ITS EXISTING CASH, CASH EQUIVALENTS AND SHORT-TERM DEPOSITS SHOULD ALLOW COMPANY TO FUND ITS OPERATIONS THROUGH Q4 2023
* END-JUNE NET OPERATING LOSS EUR 33.5 MLN VS LOSS EUR 23.6 MLN YR GO

[NewB76]

Toekomstige data
Next key expected milestones
 Publication of the results of the investigator-initiated study with lanifibranor in patients with NAFLD and T2D
– now planned for the first quarter of 2023
 Study completion of Phase IIb trial with cedirogant in patients with psoriasis conducted by AbbVie – planned
for first half of 2023
 Publication of the topline results of the Phase IIa LEGEND of lanifibranor in combination with empagliflozin
in patients with NASH and T2D – planned for second half of 2023
 Last Patient First Visit of the Phase III NATiV3 clinical trial evaluating lanifibranor in NASH – now targeted for
second half of 2023

Upcoming investor conference participation
 Guggenheim Nantucket Therapeutics Conference – September 27-29, Nantucket
 Lyon Pôle Bourse – September 28, Lyon
 HealthTech Innovation Days – October 12-14, Paris
 Portzamparc BNP Paribas Biotech & Santé – October 4, Virtual
 H.C. Wainwright 6th Annual NASH Investor Conference – October 17, Virtual
 Jefferies 2022 London Healthcare Conference – November 15-17, London

Upcoming scientific conference participation
 91èmes Journées Scientifiques de l’AFEF – October 5-8, Dijon
 AASLD - The Liver Meeting – November 4-8, Washington, DC
 6th Obesity and NASH Drug Development Summit – November 29 through December 1, Boston
 MOSAIC Conference – December 5-6, Washington, DC

https://inventivapharma.com/wp-content/ ... -FINAL.pdf

[And its gone!]

Portzarmparc raises to 29.3€ from 22.7€ "Buy"

[ZyppBe]

Content met de deal, toch een aardige milestone roadmap, cash runway tot Q4 2023. China ook interessante afzetmarkt (vergelijkbaar met de VS volgens pb).

Er was ook een stukje goed nieuws m.b.t. odiparcil in de Q update vanochtend, viel een beetje tussen de mazen:

Feedback from FDA that a single Phase 2/3 clinical trial with odiparcil in children with MPS VI could potentially support a marketing application

Handig om mee te nemen in verdere onderhandelingen (ex-China) denk ik dan.

[ancaoli]

dju moest bijgekocht hebben:

Sept 21 (Reuters) - Inventiva SA :
* INVENTIVA AND SINO BIOPHARM ANNOUNCE LICENSING AND
COLLABORATION
AGREEMENT TO DEVELOP AND COMMERCIALIZE LANIFIBRANOR IN GREATER
CHINA
* INVENTIVA SA - CO WILL RECEIVE A $12 MILLION UPFRONT, $5
MILLION
IN SHORT TERM POTENTIAL MILESTONE PAYMENTS
* INVENTIVA SA - WILL RECEIVE UP TO $290 MILLION OF
CLINICAL,
REGULATORY AND COMMERCIAL MILESTONE PAYMENTS, IN ADDITION TO
TIERED ROYALTIES


Ze kunnen bijna het dubbele ontvangen dan de huidige beurswaarde.

Misschien nog niet te laat; in US in het rood geëindigd

[Lama Daila]