Diskusjon Triggere Porteføljer Aksjonærlister

BergenBio - Småprat (BGBIO)

Jeg spør igjen :
Hva var poenget med å legge ut matrisen?

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Har benyttet meg av muligheten til å dempe brukeren. Blir for mye jeg synes er irrelevant. Kjenner du til denne muligheten?

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Oi oi, her kom vi i forsvarsposisjon ja, ha ha…

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Jeg så det heller som en mulighet til å belyse innlegget til Hayen litt i sammenheng med legemiddelutvikling og toksikologi. Føltes litt som at han bare satte inn linker uten helt å skjønne konteksten selv, spesielt hvis man skal sammenlikne med Bem.

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Bare at alvorlig utfall grunnet corona er på hell ettersom vaksinene gjør jobben.

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Nå har jo @Roc insinuert at vaksinenes effekt er så stor at medikament mot covid-19 ikke behøves…

Er sikkert fake news at Israel har rundt 1500 nye smittede hver dag og ca 5-10 døde. De har kommet langt i 3 runde vaksinering.

Ser antall i pipeline kan få realisert produketer i løpet av 1 år Mohn sateser stort å prøvene belest som knall gode vurderer å laste mer bergen bio

Jeg skrev at alvorlig utfall er på hell. Ikke insinuert at vi ikke trenger nye medikamenter. Prøv å holde diskusjonen litt seriøs.

Med vaksiner inkl booster på eldre og sårbare, kombinert Molnupiravir ved corona infeksjon, og steroider og casirivimab/imdevimab ved COVID-19 så begynner dødeligheten av COVID-19 å bli lav. At noen vil dø sier seg selv. Det dør mennesker av influensa i Norge årlig. Faktisk så dør det også endel mennesker årlig av sykdommer som vi har akseptabel behandling mot, feks døde det omtrent 1400 mennesker av astma i UK i 2017 og forekomsten er økende.

Jeg argumenterer ikke for at det ikke er behov for flere medikamenter mot corona/COVID-19, men at ting begynner å bli bedre. Flott at store og små selskaper forsker på corona, dette har for alvor vist verdien av life science og hvordan forskning kan komme til unnsetning.

Siden du er så interessert og dette dette er en BGBIO tråd: jeg mener at dataene på COVID-19 som BGBIO la frem er ikke gode nok i sammenlikning med feks casirivimab/ imdevimab som er tilgjengelig i Norge og at bivirkningsprofilen til Bem var får dårlig til at dette blir en COVID-19 behandling. Tiden vil vise.

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Kan håpe på at en lang nedtrend snur her. Kanskje noen aksjonærer i NANOV og ULTIMOVACS tar gevinst og kjøper den neste raketten bgbio! :rocket:
Jeg kjøper mer nå, før resten av gjengen får FOMO og slenger seg på.

Er usikker om alle leser småprat posten. Er så stille her på forumet at det skader vel ikke å legge den under teknisk analyse, (der den egentlig hører hjemme) og småprat.

Var kanskje begynnelsen på oppturen. Du traff ihvertfall veldig bra idag. Noen som har en forklaring på oppgangen idag? :+1:t3::+1:t3:

Gribbene i Merck vil ha mye for medisin utviklet med skattebetaleres penger.

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Hvordan tror du en evt parter av BGBIO vil prise BEM?

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Hvor mange år med forskning og studier ligger bak? Og investert kapital og risiko?

Vi snakker mange milliarder av kroner og ti tusentalls av timer.

Skattebetalerne, altså oss alle, betaler hele gildet uansett hva det gjelder. Medisin er intet unntak. Det er også vi som trenger det.

Vet ikke med deg, men jeg skal ha betalt for den risiko og tolmodighet jeg har eksponert meg for og lagt ned.

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På rett tråd nå @prump ?

Har mistet all tro på BEM som COVID-medisin. Det beste for oss aksjonærene hadde vært om BGBIO umiddelbart avsluttet å bruke menneskelige ressurser og penger på dette, og rettet all innsats mot kreftbehandling og mindre pasientpopulasjoner med “high unmet medical need”.

BGBIO er rett og slett noen nummer for små til å kunne vinne i COVID-supplement-til-vaksine-racet.

Merck was criticized two decades ago for selling its H.I.V. drugs at prices unaffordable in Africa. This time, the company recognized the imperative of widening access early.

“We really did have a responsibility that, if this drug was found to be a safe and effective oral drug that someone could take at home, we need to make sure that, especially in low- and middle-income countries where they don’t have the strongest health care systems, that this would have very wide access,” said Jenelle Krishnamoorthy, Merck’s vice president for global policy.

The voluntary licenses the company negotiated with the Indian drugmakers offer the possibility that governments in the poorest nations could buy molnupiravir for well under $20 per five-day course, compared with $712 in the U.S. deal.

The eight Indian companies are in clinical trials with their versions of the drug, and four confirmed to The Times that they expected to release results soon; one industry executive who was not authorized to speak on the record said he expected his firm to produce the drug for less than $10 per course.

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Veldig bra og takk for deling @anon28800809

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Atea Pharma Stock Plunges 76% After Covid Pill Falls Short in Tests | Barron’s (barrons.com).

"Atea Pharma ceuticals, the company behind one of the most-watched oral Covid-19 antiviral programs, delivered a disappointing failure on Tuesday morning, saying the pill didn’t reduce the viral load of patients with mild or moderate cases in a Phase 2 trial.

The pill did reduce the viral load in a subgroup of high-risk patients. The company said that the overall patient population, in which the amount of virus wasn’t clearly reduced, was mostly made up of low-risk patients with mild symptoms.

Atea (ticker: AVIR) and its partner, Roche Holding (RHHBY), are now rethinking a continuing Phase 3 trial of the drug, known as AT-527, which began dosing patients in April. The company has now pushed back its expected completion date for that trial by a year, from the second half of 2021 to the second half of 2022.

Shares of Atea were down 75.8%, to $9.82, in premarket trading, after a brief halt. The stock has traded as high as $94.17 over the past 12 months.

Roche shares were down 2.2% on the Swiss exchange, while shares of Merck (MRK), which is developing a competing Covid-19 oral antiviral, were up 3.1%.

“We, along with our partner Roche, are continuing to advance multiple studies in parallel to provide further clinical evidence as well as outcome data to support AT-527 as an oral, potent, direct-acting antiviral treatment for COVID-19,” said the company’s chief development officer, Dr. Janet Hammond, in a statement.

Atea scheduled a conference call for investors for 8:30 a.m. Eastern.

Positive data on Merck’s Covid-19 antiviral, molnupiravir, shook up the market earlier this month, sparking a slide in shares of Covid-19 vaccine and monoclonal antibody developers.

The data on Merck’s molnupiravir and the new Atea data on AT-527 aren’t directly comparable. Molnupiravir’s data was from a later-stage Phase 3 trial of high-risk patients with mild-to-moderate Covid-19, measuring clinical outcomes. In that trial, the drug was shown to reduce the risk of hospitalization or death by 50% in an interim analysis.

Atea’s new results, meanwhile, are from a Phase 2 trial designed to measure changes in viral load. What is more, it included low-risk patients who had been vaccinated, unlike in the molnupiravir trial. Atea said that the average age of the patients in the trial was 37, and that two-thirds of the patients had mild symptoms and no underlying health conditions.

Interest in an effective oral treatment for Covid-19 has grown dramatically in recent months, as public health officials have grown increasingly convinced that the virus will present a long-term, endemic threat. None of the few treatments currently available for Covid-19 are delivered in pill form.

Public-health experts hope that a Covid-19 pill could be an affordable, convenient tool to reduce the human cost of the virus. On Tuesday morning, Reuters reported that a World Health Organization-led program expects to pay $10 per course for oral antivirals like molnupiravir. That would be sharply less than the U.S. is paying for molnupiravir under the terms of an agreement announced in June that appears to price the drug at around $700 per course.

Analysts have said a pill that could be easily distributed and could treat the virus in its early stages would be a megablockbuster for the company that develops it. Atea’s experimental pill was one of three highlighted by Barron’s in a September magazine feature, along with Merck’s, and another from Pfizer .

At the time, the company’s CEO, Jean-Pierre Sommadossi, highlighted A-527’s two-pronged attack against the virus. “Our drug, to our knowledge, is the only drug that has a dual mechanism,” Sommadossi told Barron’s.

Merck’s antiviral has raised safety concerns among some scientists who have studied the drug. As Barron’s reported in early October, molnupiravir works by incorporating itself into the genetic material of the virus that causes Covid-19, and then creating a huge number of mutations as the virus replicates, effectively killing it.

Lab tests by scientists at the University of North Carolina have shown that the drug can also integrate into the genetic material of mammalian cells and cause mutations as those cells replicate. If that were to happen in the cells of a patient, it could theoretically lead to cancer, though Meck says it has run extensive tests in animals that show this isn’t an issue.

Citi Research analyst Andrew Baum wrote last week that he doesn’t think the theoretical safety concerns will keep Merck’s drug from obtaining Food and Drug Administration authorization. Still, he said that if the Atea or Pifzer antivirals showed similar efficacy to molnupiravir, the safety worries could mean that Merck would lose market share to them.

“Despite reassurances around potential carcinogenicity risk, we do see some downside risk to current molnupiravir market expectations if either Roche or PFE antivirals show similar or superior efficacy in their ongoing phase III trials,” Baum wrote at the time.

Merck’s bump early Tuesday could reflect investors’ growing confidence that that won’t be an issue.

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Men helt seriøst asså. Hva er det som holder igjen kursen i dette selskapet?
Er det due diligence som fører til denne stillheten?

• Tillit, Godfrey gjorde ikke annet enn å jazze opp stemningen, endte i skuffelse. Markedet straffer slikt.
• Cash
• D-risk -a’ oppstart fase III

En kan bare håpe ny CEO viser andre takter, walk the talk. Godfrey gjorde motsatt. Jazzet opp etterfulgt av massiv innside salg.

For egen del håper jeg det kommer bud på hele driten, 2m USD.

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