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Farmas USA

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Farmas USA
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Farmas USA
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#65017

Re: Farmas USA

ONTY

Enhorabuena, Solofarmas, ya te subió una de las tuyas, y 200%, que siga.

BD a todos.

#65018

Re: Farmas USA

Eleuterio, no la llevo en cartera...
La había tenido y la tengo en watchlist, pero llevo una temporada con las mismas...
Ya te las tendrías que saber de memoria, con la de veces que las he puesto...jajajaja

Una más, vengaaaaaa CTIX, CYTR, DMPI, IMU, PPHM, THLD + SBFM

#65019

Re: Farmas USA

Joer, perdona, intentaré no cagarla más. Ayer con Framus, y hoy contigo, jejeje. Macho, en cuanto lleve dos años más en las farmas, puedo trabajar en la CIA aprendiendo códigos secretos de memoria, porque vaya capazo de tikers que tengo en la cabeza.

Perdonar, ché.

#65022

Re: Farmas USA

THLD me tiene cada día más harto... De las que tengo en cartera es la que menos me ha gustado siempre.... Si después de ASCO sigue sin tirar, igual la largo sin pérdidas, porqué me tiene aburridito.... Me planteo la opció de XOMA.....

file:///C:/Users/hp/Desktop/Pipeline%20-%20XOMA.html

#65023

Re: Farmas USA
framus_morrigan

ASCO 2015. 

Leerink ASCO Titles Highlight Key Presentations of Companies Under
Our Coverage. ASCO 2015


 Below is a summary for companies under our coverage.


• AFMD (OP): We would highlight the preclinical presentation demonstrating the combination of AFM13 with CD137 co-stimulation and PD-1 blocking as most interesting. AFMD will also have presentations on the generation and translation of bispecific TandAbs, including a new CD33/CD3 product.
• ARRY (OP): ARRY will present data on multiple binimetinib (MEK162) combinations (paclitaxel, encorafenib,  matinib). Additionally, ARRY will have updates on various partnered programs.
• CERU (OP): Final results from the Phase 1b/2a investigator-sponsored trial (IST) evaluating CRLX101 with avastin in renal cell carcinoma (RCC) will be presented. Recall that positive top-line data had previously been disclosed on the 4Q earnings call.
• DRNA (OP): DRNA will be presenting Phase 1 safety and activity of DCR-MYC in patients with advanced solid tumors. We were expecting initial clinical data from DCR-MYC by YE15, so we interpret an earlier than expected update on thus "undruggable" target positively.
• EXEL (MP): EXEL will have several presentations on cabozantinib, including in Phase 2 triple negative breast cancer, final overall survival (OS) data from EXAM in medullary thyroid cancer (MTC), lung cancer, and Phase 1 IST combination data with abiraterone in prostate cancer. There will also be cobimetinib updates, including updated progression-free survival (PFS) data from coBRIM (Phase 3 combination with vemurafenib in BRAF mutated melanoma).
• IMGN (MP): While investors will focus on preliminary results from the Roche MARIANNE study, we would also highlight IMGN's presentation on proprietary agent IMGN853 based on encouraging management commentary regarding IMGN853 in ovarian cancer.
• INCY (OP): Among INCY's presentations (including a follow-up from the RESPONSE trial), we are most intrigued by the two Phase 1 presentations evaluating the combination of INCB040093 (PI3Kδ inhibitor) and INCB039110 (JAK1 inhibitor) in B cell malignancies and Hodgkin Lymphoma. PI3Kδ and JAK inhibition synergize preclinically in diffuse
large B cell lymphoma (DLBCL) models, and we believe the scientific rationale for the combination is sound, given cross-talk of the JAK/STAT and PI3K pathways in B cell lymphomas.
• IPH (OP): IPH will have a Phase 1 dose-escalation data presentation on lirilumab in patients with various  hematological malignancies and solid tumors.
• KPTI (OP): KPTI will be presenting interim Phase 2 data from solid tumor studies "SIGN" (gynecological malignancies) and KING (glioblastoma). We view potential activity in solid tumor indications as a
near-term source of upside to the current valuation. 

• MGNX (OP): MGNX will be presenting on the Phase 1 study evaluating margetuximab monotherapy dosed every three weeks in HER2-positive solid tumors, which should provide greater insight into management's decision to pursue a Phase 3 trial in metastatic breast cancer (SOPHIA).
• MRTX (OP): MRTX will be presenting on the Phase 1 study evaluating MGCD265 in patients with advanced solid tumors. MRTX dosed the first patients in Phase Ib dose expansion cohorts, which include patients with non-small cell lung cancer (NSCLC) and other solid tumors that have MET driver mutations, MET amplifications, and/or Axl gene fusions. We believe a 50% single-agent response rate in the first 10-15 patients should be indicative of a competitive profile.
• XNCR (OP): XNCR will have a presentation on partnered asset MOR208. The update will be on the Phase 2a single-agent study of MOR208 in non-Hodgkin's lymphoma (NHL). We think the main value drivers for XNCR are its two proprietary antibodies XmAb7195 (asthma) and XmAb5871 (orphan autoimmune diseases) and the emerging bispecific antibody pipeline, but we think positive MOR208 data could further validate XNCR's platform.

# Ticker Presentation Title Type Abstract #

 

  1. AFMD CD137 co-stimulation and blocking PD-1 enhances NK cell-mediated target cell lysis by CD30/CD16A TandAb AFM13. Poster 3050
  2. AFMD Construction and characterization of novel CD33/CD3 tandem diabodies (TandAbs) for the treatment of acute myeloid leukemia Poster 7067
  3. AFMD Development of a bispecific tetravalent CD33/CD3 TandAb for the treatment of AML. Poster 7071
  4. AFMD In vitro and in vivo killing of AML using tetravalent bispecific CD33/CD3 TandAbs. Poster 3057
  5. ARRY A multicenter, randomized, open-label, phase 2 study of carfilzomib with or without ARRY-520 (filanesib) in patients with advanced multiple myeloma. Poster TPS8612
  6. ARRY The AFFIRM Study: A multicenter phase 2 study of single-agent filanesib (ARRY-520) in patients with advanced multiple Poster TPS8613
  7. ARRY A phase Ib dose-escalation study of binimetinib (MEK162) in combination with weekly paclitaxel in patients with platinumresistant epithelial ovarian, fallopian tube or primary peritoneal cancer. Poster 5516
  8. ARRY The MILO (MEK inhibitor in low-grade serous ovarian cancer)/ENGOT-ov11 study: A multinational, randomized, open-label phase 3 study of binimetinib (MEK162) versus physician’s choice chemotherapy in patients with recurrent or persistent low-grade serous carcinomas of the ovary, fallopian tube, or primary peritoneum. Poster TPS5610
  9. ARRY A phase Ib/II study of BRAF inhibitor (BRAFi) encorafenib (ENCO) plus MEK inhibitor (MEKi) binimetinib (BINI) in cutaneous melanoma patients naive to BRAFi treatment. Oral 9007
  10. ARRY A phase Ib/II study of MEK162 (binimetinib [BINI]) in combination with imatinib in patients with advanced gastrointestinal stromal tumor (GIST). Oral 10507
  11. ARRY Preliminary results of TATTON, a multi-arm phase Ib trial of AZD9291 combined with MEDI4736, AZD6094 or selumetinib in EGFRmutant lung cancer. Poster 2509
  12. ARRY A phase I dose escalation study of the tolerability of the oral VEGFR and EGFR inhibitor vandetanib (V) in combination with the oral MEK inhibitor selumetinib (S) in solid tumors. Poster 2583
  13. ARRY SWOG S1115: Randomized phase II trial of selumetinib (AZD6244; ARRY 142886) hydrogen sulfate (NSC-748727) and MK-2206 (NSC-749607) vs. mFOLFOX in pretreated patients (Pts) with metastatic pancreatic cancer. Poster 4119
  14. ARRY A phase Ib study of selumetinib in patients (pts) with previously untreated metastatic Non-Small Cell Lung Cancer (NSCLC) receiving standard chemotherapy: NCIC Clinical Trials Group IND.215. NCT01783197. Poster 8046
  15. ARRY LOTUS: A randomized, phase II, multicenter, placebo-controlled study of ipatasertib (Ipat, GDC-0068), an inhibitor of Akt, in combination with paclitaxel (Pac) as front-line treatment for patients (pts) with metastatic triple-negative breast cancer (TNBC). Poster TPS1111
  16. ARRY FAIRLANE: A phase II randomized, double-blind, study of the Akt inhibitor ipatasertib (Ipat, GDC-0068) in combination with paclitaxel (Pac) as neoadjuvant treatment for early stage triple-negative breast cancer (TNBC). Poster TPS1112
  17. ARRY Checkpoint kinase (CHK) 1/2 inhibitor LY2606368 in a phase I, dose-expansion study in patients (pts) with metastatic squamous cell carcinoma (mSCC) of the anus. Poster 3520
  18. ARRY A first-in-human study of LOXO-101, a highly selective inhibitor of the tropomyosin receptor kinase (TRK) family. Poster TPS2624 CERU Targeting VEGFRi resistance through HIF-1á suppression: Phase II clinical trial evaluating CRLX101 as monotherapy and in combination with bevacizumab in recurrent platinum resistant ovarian cancer. Poster TPS5614
  19. CERU Phase IB/II study of neoadjuvant chemoradiotherapy with CRLX101 and capecitabine for locally advanced rectal cancer. Poster TPS3629 CERU HIF inhibition in metastatic renal cell carcinoma (mRCC): Final results of a phase Ib /IIa clinical trial evaluating the nanoparticle drug conjugate (NDC), CRLX101, in combination with bevacizumab (bev). Poster 4543
  20. CERU Randomized phase 2 study to assess the safety and efficacy of CRLX101 in combination with bevacizumab in patients (pts.) with metastatic renal cell carcinoma (RCC) versus standard of care (SOC). Poster TPS4579
  21. DRNA Safety and activity of DCR-MYC, a first-in-class Dicer-substrate small interfering RNA (DsiRNA) targeting MYC, in a phase I study in patients with advanced solid tumors. Oral 11006
  22. EXEL A Phase II study of cabozantinib for metastatic triple-negative breast cancer (TNBC). Poster 1080
  23. EXEL Synergistic effects of cabozantinib to temozolomide and bevacizumab in patients with heavily pretreated relapsed uterine leiomyosarcoma. Poster 5590
  24. EXEL Final overall survival analysis of EXAM, an international, double-blind, randomized, placebo-controlled phase III trial of cabozantinib (Cabo) in medullary thyroid carcinoma (MTC) patients with documented RECIST progression at baseline. Poster 6012
  25. EXEL Phase 1 study with expansion cohorts of cabozantinib (C) + abiraterone (A) in metastatic castration resistant prostate cancer (mCRPC): Investigator-sponsored study. Poster 5037
  26. EXEL Cabozantinib (C), erlotinib (E) or the combination (E+C) as second- or third-line therapy in patients with EGFR wild-type (wt) nonsmall cell lung cancer (NSCLC): A randomized phase 2 trial of the ECOG-ACRIN Cancer Research Group (E1512). Oral 8003
  27. EXEL Phase II study of cabozantinib for patients with advanced RET-rearranged lung cancers. Oral 8007
  28. EXEL Randomized phase II study comparing the MET inhibitor cabozantinib to temozolomide (TMZ) or dacarbazine (DTIC) in ocular melanoma: A091201. Poster TPS9087
  29. EXEL Population pharmacokinetics and dosing implications for cobimetinib in patients with solid tumors. Poster 2573 
  30. EXEL Update of progression-free survival (PFS) and correlative biomarker analysis from coBRIM: Phase III study of cobimetinib (cobi) plus vemurafenib (vem) in advanced BRAF-mutated melanoma. Oral 9006
  31. EXEL Extended follow-up results of phase Ib study (BRIM7) of vemurafenib (VEM) with cobimetinib (COBI) in BRAF-mutant melanoma. Poster 9020
  32. EXEL Quality-of-life (QOL) assessment in patients (pts) with metastatic melanoma receiving vemurafenib (V) and cobimetinib (C). Poster 9021
  33. EXEL Clinical features of cobimetinib (COBI)–associated serous retinopathy (SR) in BRAF-mutated melanoma patients (pts) treated in the coBRIM study. Poster 9033
  34. EXEL Phase 2 study of cobimetinib in combination with vemurafenib in active melanoma brain metastases (coBRIM-B). Poster TPS9088
  35. IMGN Preliminary single agent activity of IMGN853, a folate receptor alpha (FRα)-targeting antibody-drug conjugate (ADC), in platinumresistant epithelial ovarian cancer (EOC) patients (pts): Phase I trial. Poster 5518
  36. IMGN Phase 1 study of IMGN853, a folate receptor alpha (FRα)-targeting antibody-drug conjugate (ADC) in patients (Pts) with epithelial ovarian cancer (EOC) and other FRA-positive solid tumors. Poster 5558
  37. IMGN Safety of trastuzumab emtansine (T-DM1) in 373 patients 65 years or older with HER2-positive advanced breast cancer: A subgroup analysis of the Kamilla study. Poster 603
  38. IMGN HERMIONE: A Phase 2, randomized, open label trial comparing MM-302 plus trastuzumab with chemotherapy of physician’s choice plus trastuzumab, in anthracycline naive HER2-positive, locally advanced/metastatic breast cancer patients previously treated with pertuzumab and ado-trastuzumab emtansine (T-DM1). 
  39. IMGN Phase III, randomized study of trastuzumab emtansine (T-DM1) ± pertuzumab (P) vs trastuzumab + taxane (HT) for first-line treatment of HER2-positive MBC: Primary results from the MARIANNE study. Oral 507
  40. IMGN Cost-effectiveness of trastuzumab emtansine (T-DM1) for HER2-positive advanced breast cancer (ABC). Poster 6610
  41. INCY A multi-institution phase I trial of ruxolitinib in chronic myelomonocytic leukemia (CMML). Poster 7021
  42. INCY Ruxolitinib in polycythemia vera: Follow-up from the RESPONSE trial. Poster 7087
  43. INCY Phase III randomized, double-blind, active-controlled study of momelotinib versus ruxolitinib in patients with myelofibrosis. Poster TPS7101 INCY Phase III randomized, open-label, active-controlled study of momelotinib versus best available therapy in ruxolitinib-treated patients with myelofibrosis. Poster TPS7102
  44. INCY Phase II study of ruxolitinib with regorafenib for relapsed/refractory (r/r) metastatic colorectal cancer (mCRC). Poster TPS3623
  45. INCY JANUS 2: A phase III study of survival, tumor response, and symptom response with ruxolitinib plus capecitabine or placebo plus capecitabine in patients with advanced or metastatic pancreatic cancer (mPC) who failed or were intolerant to first-line Poster TPS4146
  46. INCY JANUS 1: A phase 3, placebo-controlled study of ruxolitinib plus capecitabine in patients with advanced or metastatic pancreatic cancer (mPC) after failure or intolerance of first-line chemotherapy. Poster TPS4147
  47. INCY Phase I study of INC280 plus erlotinib in patients with MET expressing adenocarcinoma of the lung. Poster 2587
  48. INCY Interim analysis of a phase I study of INCB040093, a PI3Kδ inhibitor, alone or in combination with INCB039110, a selective JAK1 inhibitor, in patients (pts) with relapsed or refractory (r/r) B-cell malignancies. Poster 8520
  49. INCY A phase 1 study of INCB040093, a PI3Kδ inhibitor, alone or in combination with INCB039110, a selective JAK1 inhibitor: Interim results from patients (pts) with relapsed or refractory (r/r) classical Hodgkin lymphoma (cHL). Poster 8558
  50. INCY A phase 2 trial of INCB040093 alone or in combination with INCB039110 in patients (pts) with relapsed or refractory (r/r) classical Hodgkin lymphoma (cHL). Poster TPS8607
  51. IPH A phase 1 dose-escalation study of IPH2102 (lirilumab, BMS-986015, LIRI), a fully human anti KIR monoclonal antibody (mAb) in patients (pts) with various hematologic (HEM) or solid malignancies (SOL). Poster 3065
  52. KPTI Phase I study of the safety and tolerability of the Exportin 1 (XPO1) inhibitor Selinexor (SXR) in Asian patients (pts) with advanced solid cancers. Poster 2542
  53. KPTI Preliminary phase II results of selinexor, an oral selective inhibitor of nuclear export in patients with heavily pretreated gynecological cancers. Poster 5565
  54. KPTI A phase 1b study with selinexor, a first in class selective inhibitor of nuclear export (SINE) in patients with advanced sarcomas: An efficacy analysis. Poster 10569
  55. KPTI A phase 2 study on efficacy, safety and intratumoral pharmacokinetics of oral selinexor (KPT-330) in patients with recurrent glioblastoma (GBM). Poster 2044
  56. MGNX Updated findings of a first-in-human, phase I study of margetuximab (M), an Fc-optimized chimeric monoclonal antibody (MAb), in patients (pts) with HER2-positive advanced solid tumors. Poster 523 
  57. MRTX A phase 2 study of the histone deacetylase (HDAC) inhibitor mocetinostat in patients with urothelial carcinoma (UC) and inactivating alterations of acetyltransferase genes.
  58. Poster TPS4575
  59. MRTX Phase I study of receptor tyrosine kinase (RTK) inhibitor, MGCD265, in patients (pts) with advanced solid tumors. Poster 2589
  60. XNCR Phase IIa study of single-agent MOR208 in patients with relapsed or refractory B-cell non-Hodgkin’s lymphoma (NHL). Oral 8500
#65024

Re: Farmas USA

Q madrugadores en SPHS
SPHS $1.19* 0.12 +11.21%....con 100 cromos...mira que el otro dia la esperaba por debajo de 1$ y se me escapo por estar a otras cosas de viernes...jeje

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