Diskusjon Triggere Porteføljer Aksjonærlister

BergenBio - Småprat (BGBIO)

Bare å krysse fingrene for fortsatt høy omsetning.

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Hyggelig avkastning siden emisjonen, spesielt på tegningsretter. Det er jo bra.

Har noen oversikt på hvem som evnt kjøper seg opp?

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https://www.bergenbio.com/investors/our-shareholders

Ut fra bgbio sin egen oversikt har det ikke vært vesentlige endringer. Har faktisk vært en liten reduksjon i antall aksjer hos topp 20 totalt.
Du kan følge med her og se om det dukker opp noen nye store aksjonærer.

Liten aktivitet her når ingen har noe å klage på eller kritisere. :thinking:

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Det der gir lite info. Disse tallene er minst 3 dager forsinket. Har du sett de siste 3 dagers omsetning?

Ja jeg har sett de siste dagers omsetning, Ref min post for 22 timer siden i denne tråden. Lever greit med at det ikke gir deg noe info. Fint hvis du svarer hen med bedre info da. På forhånd takk. :thinking:

Hmmm, så du mener 0 info + 0 info burde bli info?

Til å være så stor oppgang i kursen er det lite som skrives her inne nå…
Plukket opp denne av “Uglefar” på FA forumet:

“Poeng: De melder om presentasjon i Madrid med bare en ukes varsel. Tidligere har slike presentasjoner blitt meldt med en måneds varsel minst. Dermed er det klart at selskapets konklusjon på ovennevnte er konkludert den siste uken og skal dermed nyhetspresenteres på årets viktigste onkologisamling i Europa! Dette er hasteavtalt direkte med konferansens ledelse. Det er store nyheter på gang, ikke lommerusk som får en slik køsniking…”

Er mange optimister på FA. Men dere som følger med på presentasjoner vet kanskje om det kan ligge noe i dette (når presentasjoner vanligvis varsles)?

https://cslide.ctimeetingtech.com/esmo2023/attendee/confcal/session/calendar/2023-10-21#presentation-abstract-993284284192

Leon hall 15.50 på lørdagen. abstract.

LBA52 - A randomized phase Ib/II study of the selective small molecule AXL inhibitor bemcentinib in combination with either dabrafenib/trametinib or pembrolizumab in patients with metastatic melanoma

Presentation Number

LBA52

Speakers

  • Oddbjørn Straume (Bergen, Norway)

Lecture Time

15:50 - 15:55

Background

AXL has been linked with both a reduced response to PD-1 blockade and resistance to BRAF directed therapies in melanoma. Bemcentinib (Bem) is a first-in-class, orally bioavailable, highly selective AXL inhibitor. BGBIL006 (NCT02872259) is an open label Phase Ib/II clinical study designed to explore whether combinations with Bem are safe and improve overall response rate (ORR) relative to standard of care therapies in metastatic melanoma.

Methods

Six patients were enrolled in the dabrafenib/trametinib (D/T) + Bem dose finding part 1. In part 2, 68 patients received D/T or pembrolizumab (Pem) based on BRAF mutation status and tumour load and were randomized 2:1 to receive D/T or Pem with or without Bem. Upon progression, 17 BRAF+ patients switched from D/T to Pem or vice versa in part 3. Safety was assessed by NCI CTCAE v 4.03 and tumour responses were assessed using RECIST v1.1.

Results

Patients were enrolled between 2017 and 2022. At the interim database lock on August 21 2023, median follow time was 53 months (10-78). A daily dose of 200 mg Bem was well tolerated in combinations with Pem or D/T; 24% (18/73) of Grade ≥ 3 AEs were regarded as related to Bem. Most frequent Bem-related AEs were rash, diarrhoea, fatigue and increased transaminases. In the efficacy population (n=70), we did not observe significant differences in ORR, PFS or OS between standard treatments and the combinations with Bem. In pre-planned analyses of baseline biomarkers, we did not identify subgroups of patients with increased response to combinations with Bem compared to standard treatment. The following biomarkers predicted improved ORR to Pem; high CD8+ count (p<0.01), high FOXP3 count (p<0.01), high PD-L1 in TIL (p=0.02), high AXL expression in inflammatory cells (p=0.04). High FOXP3 count (above median) in tumours, compared with low, predicted increased PFS in Pem treated patients (HR 0.2, p<0.01).

Conclusions

Bem was well tolerated in combinations with Pem or D/T in melanoma, but did not increase responses or survival in the efficacy population nor in biomarker defined subgroups. High FOXP3 count in tumour infiltrating inflammatory cells was a strong predictive marker for response to Pem.

Clinical trial identification

NCT02872259.

Legal entity responsible for the study

Department of Oncology, Haukeland University Hospital, Bergen, Norway.

Funding

KlinBeForsk, Program for treatment research Norway. The Norwegian Cancer Society. The Norwegian Research Council. BerGenBio ASA provided the study drug bemcentinib free of charge and provided pharmacovigilance.

Disclosure

C. Schuster: Financial Interests, Personal, Other, Travel Grant: BerGenBio; Financial Interests, Personal, Invited Speaker: BMS, Pierre Fabre. K. Davidsen: Financial Interests, Personal, Invited Speaker: BMS. J. Karlsen: Financial Interests, Personal, Invited Speaker: AstraZeneca, Pfizer, Novartis, Pierre Fabre. A.J. Rayford: Financial Interests, Personal, Full or part-time Employment, Part time: BergenBio ASA. H. Løvendahl Svendsen: Financial Interests, Personal, Stocks/Shares: BerGenBio ASA. B.T. Gjertsen: Financial Interests, Personal, Leadership Role: Alden Cancer Therapy II, Kinn Therapeutics; Financial Interests, Personal, Advisory Role: BerGenBio, Novartis, AbbVie, Pfizer, Jazz Pharma; Financial Interests, Personal, Funding: Mendus; Financial Interests, Personal, Licencing Fees or royalty for IP: Alden Cancer Therapy II. L. Akslen: Financial Interests, Personal, Stocks/Shares: BerGenBio. J. Lorens: Financial Interests, Personal, Stocks/Shares: BerGenBio; Financial Interests, Personal, Other, Previously employed by BerGenBio: BerGenBio. All other authors have declared no conflicts of interest.

Jeg mener å huske at dette ble lagt fram ved/rett etter kvartalsrapporten i august en gang…

Vet ikke helt jeg. Hvor mye for bem er det å gripe fatt i her? Er det noe solid eller brukne halmstrå med luft på toppen?

Takk Lyci. Fant den. Ikke i siste liten akkurat.

Conclusions
Bem was well tolerated in combinations with Pem or D/T in melanoma, but did not increase responses or survival in the efficacy population nor in biomarker defined subgroups.

Det var skuffende med ingen respons eller forbedring av overlevelse. Ikke minst for pasientene.

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H.C. Wainwright analyst reiterated a Buy rating on BerGenBio AS ( – ) today and set a price target of NOK2.00. The company’s shares closed last Tuesday at $0.20.

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Currently, the analyst consensus on BerGenBio AS is a Moderate Buy with an average price target of $0.19.

BRRGF market cap is currently $30.89M and has a P/E ratio of -2.17.

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BerGenBio ASA is a clinical stage oncology biotech company, which is engaged in developing therapeutics against novel drug targets that drive aggressive cancers. Its drug candidate bemcentinib (BGB324) is in clinical development as a novel treatment for a variety of cancers.

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Kjenner jeg angrer litt på at jeg solgte de 500 000 aksjene jeg kjøpte på 0.09…

:sweat:

Da er vi 2 :sweat_smile: Kjøpte også en god bunke på 0,09 og solgte med en brødsmulefortjeneste :sweat_smile:

Det er aldri feil å ta gevinst!
Samme her :sweat_smile:

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Føler med dere karer! BB viste seg å være en av de verste investeringene jeg har gjort noensinne, dvs frem til vi fikk dette blaffet av en kursdrivende nyhet, helt ut av det blå (sort of)… Jeg gikk inn i BB ifbm Covid prosjektet dems, og derfra gikk så og si hele innskuddet i dass :nauseated_face:

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Personlig er jeg glad til om kursen tøtsjer mitt gav på ca 0.8… Hva jeg gjør derfra tar jeg som det kommer, men jeg antar at jeg minsker risikoen ved å selge ut typ 30-50% av aksjene mine tror jeg… Tar det som det kommer

Bingotek blir hakket for uforutsigbar bransje for mitt vedkommende :sweat_smile: