BergenBio Fundamentale Forhold (BGBIO)

AndreasP · oktober 22, 2018, 2:05pm

Selskapet venter å presentere på ASH 2018. Når abstract-meldingen kommer (ca. 1. november) så blir det nok aktivitet i aksjen igjen. Lave volumer i dag, ikke en bred sell off.

drdr · oktober 22, 2018, 6:14pm

Ikke glem SITC i november før ASH!
https://sitc.sitcancer.org/2018/abstracts/titles/index.php?category=Biomarkers+and+Immune+Monitoring&filter=AXL

Morgo26 · oktober 22, 2018, 6:19pm

The way its going, I dont want them to present data at any more conferences.

drdr · oktober 22, 2018, 6:28pm

Right

Ecotricity · oktober 22, 2018, 8:12pm

Jeg synes det er rart den selges ned så mye. Kurante meldinger - i tillegg til at BGB er nevnt som het oppkjøpskandidat og meldingen om at de diskuterer med Rigel (mld 13.9) gjør at min tanke er at det er saker på gang.

anon80503862 · oktober 22, 2018, 8:15pm

Det er nok mange som meg som mener at aksjen er ganske uinteressant i en del måneder fordi de gikk inn i en rettslig bindende tvistesak i Canada. Når den er avgjort så blir det fort noe annet.

larsmkn · oktober 22, 2018, 9:47pm

Nå er det forresten snart tid for at ADCT startet opp ADC-601 som er lisensiert fra BerGenBio. Første utbetalinger blir etter det jeg kan forstå når de har dosert pasient nr 5. Ellers syns jeg det ikke var så lett å finne spesifikke tall. Avtalen med Rigel virket mye mer spesifikk:
Out-license to ADC Therapeutics SA
The license agreement with ADCT was made on 18 July 2014 and is the basis for the out-license of the antibody program
referred to elsewhere in this Prospectus BGB601. The agreement relates to two novel antibodies invented and patented
by BerGenBio, each of which specifically binds to AXL.
The agreement grants ADCT an exclusive, worldwide sub-licensable (in specified circumstances) license under BerGenBio
IPR, including BerGenBio owned patent rights relating to these two antibodies and modifications of them and to other
antibodies that bind to AXL to research, develop, make, use, sell, offer for sale, import and otherwise commercialise
therapeutic AXL ADC Products and also companion diagnostics. An “AXL ADC Product” is a molecule comprising an AXL
antibody conjugated to a small molecule drug.
The parties are obliged to be exclusive to each other in the field of AXL ADC Products.
A key obligation on ADCT is to carry out a development plan to get at least one AXL ADC Product ready for an
investigational new drug application (“IND”) to the FDA.
ADCT is solely responsible by itself or its sub-licensees for the cost, expense and liability of the development and
commercialisation of the AXL ADC Products. It must use commercially reasonable efforts to develop, obtain regulatory
and pricing approvals for, and thereafter commercialise, at least one licensed product as a pharmaceutical product. ADCT
is responsible for most liability to third parties arising out of ADCT activities.
Under the license a series of development, regulatory and sales-based milestones are due to BerGenBio from ADCT upon
the occurrence of certain specified events. These potential milestone payments total up to USD 34,250,000 per AXL ADC
Product, which are comprised of development and regulatory milestone payments of up to USD 13,250,000 and salesbased
milestone payments of up to USD 21,000,000.
The first milestone payment will be triggered by the dosing of the fifth patient in a Phase I clinical study for the first AXL
ADC Product. BerGenBio currently estimates that the first milestone payment could be triggered as early as Q1 2019.
Two-tiered mid-range single digit royalties are also due to BerGenBio on worldwide net sales of AXL ADC Products and
related companion diagnostics. The royalties are payable for at least a minimum of 10 years from first commercial sale
in each country, regardless as to whether there are valid claims of a royalty patent in such country.
ADCT is also required to pay BerGenBio a one-time low eight figure sales milestone payment in U.S. dollars if and when
the worldwide net sales during a given calendar year for all AXL ADC Products and related companion diagnostics exceed
USD 1,000,000,000 in the aggregate for the first time.
Under the license agreement, BerGenBio is responsible for the prosecution and maintenance of the patents it has outlicensed
to ADCT, but the cost and expense in relation thereto is to be reimbursed by ADCT. Most intellectual property
generated by ADCT will be owned, prosecuted and maintained by ADCT at its own cost and expense.

Studien er satt til å starte i november:

Defender · oktober 23, 2018, 1:54pm

Biotop20 · oktober 24, 2018, 1:40pm

Merkelig at det ikke kommer en rekyl i denne i dag. Kjøpsanledning?

sanoda · oktober 25, 2018, 1:41pm

Noe nytt? Litt bevegelse idag.

Biotop20 · oktober 25, 2018, 3:19pm

Ikke noe nytt som jeg har fått med meg. Lag-time på rekylen. Tror bunnen ble nådd på 26 tallet, men vanskelig å si. Lave volum i denne aksjen. Det later dessuten til at nervøse investorerer i biotek hopper fra det ene selskapet til det andre. IPO var som tidligere nevnt 25 i april 17, så for den tålmodige aksjonær kan j ikke skjønne noe annet enn at denne ukens kurser er en billig inngangsbillett

drdr · oktober 25, 2018, 6:28pm

Kanskje pga. Mette-Marit som har fått diagnosen ILF (idiopathic lung fibrosis) har begynt behandling med Bemcentinib?!

sanoda · oktober 25, 2018, 6:37pm

Hehe, da er det bare holde seg fast for 50 kroner imorgen.
Små forandringer. Oppdatert 22.
Bingo

Flottesen · oktober 25, 2018, 7:36pm

Jeg så den også . Dette er jo akkurat den indikasjonen som er høyaktuell for BerGenBio. Jeg tipper at AXL antistoffet BGB-601 vil komme over i klinisk fase for denne sykdommen, eller NASH.

pdx · november 1, 2018, 10:00am

Hver måned kårer jeg det jeg kaller Teksperter™ for noen av de mest populære investeringene våre

Det er de 3 medlemmene som har fått flest likes på innleggene sine de siste 90 dagene. Teksperter™ får også en unikt merke på profilen sin og et trofé-ikon ved siden av navnet sitt. Du kan bli Tekspert™ i flere aksjer/investeringer, og troféet vil bare vises i tråder der du er Tekspert™.

Her er denne månedens Teksperter™ og det mest likte innlegget deres fra de siste 90 dagene:

@larsmkn (143 likes)

@Flottesen (34 likes)

@Fornybar (15 likes)

Resten av topp 10:

@Savepig (13 likes)
@sanoda (10 likes)
@Inkognito666 (10 likes)
@Morgo26 (9 likes)
@drdr (6 likes)
@anon80503862 (5 likes)
@Biotop20 (3 likes)

Gratulerer!

larsmkn · november 1, 2018, 2:05pm

Så BerGenBio syns tydligvis ikke at de trengte å pressemelde ASH18 posterene de skal ha… Ja, ja. De skal i alle fall stille med poster. Veldig lovende 25% ORR i R/R AML og MDS i all comers. 58% ORR i AXL-biomarkør sub-populasjon, og dette er MONOTERAPI folkens! Ser lovende ut.

https://ash.confex.com/ash/2018/webprogram/Paper120380.html

Savepig · november 1, 2018, 2:22pm

HAHAHA

Omsetning 309 981 kr.

Flottesen · november 1, 2018, 2:42pm

Det kommer sikkert en pressemelding før eller senere. Richard er jo vanligvis ikke tilbakeholden med slikt.

Ellers så er det interessant å se hvordan de omtaler bemcentinib som en ny type checkpoint inhibitor.

larsmkn · november 1, 2018, 3:59pm

Det er så mange kandidater til spennende kliniske forsøk man kan gjøre med bemcentinib at jeg tror noe av utfordringen til BerGenBio er å finne ut hvor de skal ha fokus. Vi vet at BGB149 muligens er tiltenkt en rolle mer myntet på fibrose, men jeg tror mulighetene for både BGB324 og BGB149 er store.

Her er forresten et annet abstract som blir presentert på ASH som inneholder pre-klinisk arbeid med BGB324 på MPNs celler. Dette arbeide gjøres sammen med Sonja Loges som er PI på AML/MDS prosjektet.
Abstract: https://ash.confex.com/ash/2018/webprogram/Paper118175.html
Om MPNs: https://en.wikipedia.org/wiki/Myeloproliferative_neoplasm

Hvis man forresten søker på pubmed (database for biologisk forskning) med keyword BGB324 så finner man dette: https://www.ncbi.nlm.nih.gov/pubmed/?term=BGB324

Go nuts!

larsmkn · november 1, 2018, 4:16pm

Paper som sier at resultatene støtter kliniske forsøk på epirubicin resistent spiserørskreft: https://www.ncbi.nlm.nih.gov/pubmed/30353671

Et annet paper som også sier at BGB324 burde prøves ut i spisrørskreft: https://www.ncbi.nlm.nih.gov/pubmed/30189359

Paper som sier BGB324 burde prøves ut som behandling av IPF:

ncbi.nlm.nih.gov

Targeting of TAM Receptors Ameliorates Fibrotic Mechanisms in Idiopathic Pulmonary Fibrosis.

MS Espindola, DM Habiel, R Narayanan, I Jones, AL Coelho, LA Murray, D Jiang, PW Noble and CM Hogaboam, American journal of respiratory and critical care medicine, Jun 2018 01

Idiopathic pulmonary fibrosis (IPF) is characterized by aberrant lung remodeling, which progressively abolishes lung function in an RTK (receptor tyrosine kinase)-dependent manner. Gas6 (growth arrest-specific 6) ligand, Tyro3 (TYRO3 protein tyrosine kinase 3), and Axl (anexelekto) RTK expression and activity are increased in IPF.To determine if targeting these RTK pathways would inhibit fibroblast activation and the development of pulmonary fibrosis.Quantitative genomic, proteomic, and functional analyses were used to determine Gas6/TAM (Tyro3, Axl, and Mertk [MER proto-oncogene, tyrosine kinase]) RTK expression and activation in tissues and fibroblasts from normal and IPF lungs. The profibrotic impact of these RTK pathways were also examined in bleomycin-induced pulmonary fibrosis and in SCID/Bg mice that developed pulmonary fibrosis after the intravenous administration of primary IPF fibroblasts.Gas6, Axl, and Tyro3 were increased in both rapidly and slowly progressive IPF compared with normal lung samples and fibroblasts. Targeting these pathways with either specific antibodies directed at Gas6 or Axl, or with small-molecule TAM inhibitors indicated that the small molecule-mediated targeting approach was more efficacious in both in vitro and in vivo studies. Specifically, the TAM receptor inhibitor R428 (also known as BGB324) significantly inhibited the synthetic, migratory, and proliferative properties of IPF fibroblasts compared with the other Gas6/TAM receptor targeting agents. Finally, loss of Gas6 expression decreased lung fibrotic responses to bleomycin and treatment with R428 inhibited pulmonary fibrosis in humanized SCID/Bg mice.Gas6/TAM receptor activity contributes to the activation of pulmonary fibroblasts in IPF, suggesting that targeting this RTK pathway might be an effective antifibrotic strategy in this disease.

Paper som sier at BGB324 burde prøves ut sammen med immunsjekkpunkt-hemmere i glioblastoma: https://www.ncbi.nlm.nih.gov/pubmed/29531161

Dette papret omhandler hvordan BGB324 virker på mesothelioma (studie som skal startes opp i år): https://www.ncbi.nlm.nih.gov/pubmed/29375377

Her er et paper som støtter kliniske forsøk i pancreas (skal også startes i år):

ncbi.nlm.nih.gov

Small-Molecule Inhibition of Axl Targets Tumor Immune Suppression and Enhances Chemotherapy in Pancreatic Cancer.

KF Ludwig, W Du, NB Sorrelle, K Wnuk-Lipinska, M Topalovski, JE Toombs, VH Cruz, S Yabuuchi, NV Rajeshkumar, A Maitra, JB Lorens and RA Brekken, Cancer research, 2018 01 01

Activation of the receptor tyrosine kinase Axl is associated with poor outcomes in pancreatic cancer (PDAC), where it coordinately mediates immune evasion and drug resistance. Here, we demonstrate that the selective Axl kinase inhibitor BGB324 targets the tumor-immune interface to blunt the aggressive traits of PDAC cells in vitro and enhance gemcitibine efficacy in vivo Axl signaling stimulates the TBK1-NFκB pathway and innate immune suppression in the tumor microenvironment. In tumor cells, BGB324 treatment drove epithelial differentiation, expression of nucleoside transporters affecting gemcitabine response, and an immune stimulatory microenvironment. Our results establish a preclinical mechanistic rationale for the clinical development of Axl inhibitors to improve the treatment of PDAC patients.Significance: These results establish a preclinical mechanistic rationale for the clinical development of AXL inhibitors to improve the treatment of PDAC patients. Cancer Res; 78(1); 246-55. ©2017 AACR.

Her ser man på Uterin Serous Cancer:

ncbi.nlm.nih.gov

Inhibition of the Receptor Tyrosine Kinase AXL Restores Paclitaxel Chemosensitivity in Uterine Serous Cancer.

ML Palisoul, JM Quinn, E Schepers, IS Hagemann, L Guo, K Reger, AR Hagemann, CK McCourt, PH Thaker, MA Powell, DG Mutch and KC Fuh, Molecular cancer therapeutics, Dec 2017

Uterine serous cancer (USC) is aggressive, and the majority of recurrent cases are chemoresistant. Because the receptor tyrosine kinase AXL promotes invasion and metastasis of USC and is implicated in chemoresistance in other cancers, we assessed the role of AXL in paclitaxel resistance in USC, determined the mechanism of action, and sought to restore chemosensitivity by inhibiting AXL in vitro and in vivo We used short hairpin RNAs and BGB324 to knock down and inhibit AXL. We assessed sensitivity of USC cell lines to paclitaxel and measured paclitaxel intracellular accumulation in vitro in the presence or absence of AXL. We also examined the role of the epithelial-mesenchymal transition (EMT) in AXL-mediated paclitaxel resistance. Finally, we treated USC xenografts with paclitaxel, BGB324, or paclitaxel plus BGB324 and monitored tumor burden. AXL expression was higher in chemoresistant USC patient tumors and cell lines than in chemosensitive tumors and cell lines. Knockdown or inhibition of AXL increased sensitivity of USC cell lines to paclitaxel in vitro and increased cellular accumulation of paclitaxel. AXL promoted chemoresistance even in cells that underwent the EMT in vitro Finally, in vivo studies of combination treatment with BGB324 and paclitaxel showed a greater than 51% decrease in tumor volume after 2 weeks of treatment when compared with no treatment or single-agent treatments (P < 0.001). Our results show that AXL expression mediates chemoresistance independent of EMT and prevents accumulation of paclitaxel. This study supports the continued investigation of AXL as a clinical target, particularly in chemoresistant USC. Mol Cancer Ther; 16(12); 2881-91. ©2017 AACR.

You get the idè… Det finnes faktisk mere på prostatakreft, hode- og nakkekreft, nyrekreft, eggstokkreft and the list goes on… Hadde vi hatt googlere og graver i BGBIO som det er i PHO, PCIB og NANO så hadde det nok blitt for mye av det gode… Tror og håper at vi kan se en utvidelse av pipelinen fremover