Underlig å se hvorledes ny og avgjørende medisin blir finansiert.
Godt at vi er griske og glemmer lett.
Se bare på mRNA vaksinen og kapital som trengs og tiden.
Tør ikke tenke på hvorledes det hadde vært uten dsse store BP med muskler og forskning.
Takk til vår herre for at der er store BP selskaper som tjener groft på produktene og som kan sette slike prosesser i gang på korte varsler.
Hvem skulle gjort denne jobben uten dem?
Dette er historisk dårlig for biotech, greit å ta inn i perspektivet. Og det er et sammensatt bilde.
[Goldman SACHS analyst] Haider also notes that from a healthcare investor perspective, the price action this past Friday on the back of the Omicron macro shock was " textbook Covid-on ”, amplifying sharp rallies across the vaccines (MRNA, PFE, BNTX, NVAX) and testing complexes(DGX, PKI, DHR, HOLX) and sharp selloffs in both cyclical/reopen proxies, which Medtech bore the brunt of (BSX, SYK, EW, ZBH), and in risk proxies (which the XBI and SMID biotech, again, bore the brunt of).
That said, the extent of whether this was too excessive of a repricing remains to be seen, though it’s worth noting that illiquid markets, lopsided positioning and lack of information on Omicron have been a factor.
Oljeselskaper i modne markeder får leterefusjoner og støtte i alle ledd. Koronastøtte blir gitt til bedrifter som «muligens» taper inntekt. Biotek-selskaper som har mistet store muligheter for å rekruttere til kliniske studier, de blir kastet under bussen. Forstå det den som kan.
Et dårlig år for biotek, men BP sitter på historisk mye cash og må fylle på sin pipeline så 2022 burde bli et spennende M&A år.
The SPDR S&P Biotech ETF (XBI), an equal-weighted index of biotech stocks, has fallen about 22% so far this year through Friday, and is down 37% from its Feb. 8 peak. The ETF has tumbled nearly 9% since Thanksgiving. Biotech has performed worse than all 11 S&P 500 sectors this year, a time when the broader index has notched a total gain of nearly 21%.
Some biotech fund managers are sounding notes of optimism. They see the broad selloff as indiscriminate and note that past declines have been followed by robust rallies. Several high-profile Covid-19 drugs could be on the way and falling valuations may boost merger volume in 2022. A Dec. 1 SVB Leerink research note estimated the biggest U.S. and European biopharmaceutical companies could have more than $500 billion of cash by the end of 2022 to use for deals and other activities, with new debt capacity significantly adding to their firepower.
Firms including San Francisco-based EcoR1 Capital, a rare biotech investor whose hedge funds have made money so far this year, are calling in cash from clients to put into newly cheap stocks, according to people familiar with the matter.
They see the broad selloff as indiscriminate and note that past declines have been followed by robust rallies.
First batches of the Omicron-based vaccine can be produced and are planned to be ready for deliveries within 100 days, pending regulatory approval. Pfizer and BioNTech have tested other variant-specific vaccines as well, which have produced very strong neutralization titers and a tolerable safety profile. Based on this experience the companies have high confidence that if needed they can deliver an Omicron-based vaccine in March 2022.
Bak betalingsmur, men jeg kan anbefale et abb. her.
Tar utgangspunkt i denne:
The study, carried out from April to July 2020 during the early part of the pandemic
Rekrutteringen har vel sannsynligvis vært bedre i andre perioder etter juli 2020, men er jo dessverre blitt mer relevant igjen de siste ukene.
The overall vaccine efficacy rate against all variants of SARS-COV-2 was 71% (95% Confidence Interval: CI 58.7, 80.0; Per Protocol Analysis: PP)
The Omicron variant was not circulating during the study.
The results of our clinical trials show the power of plant-based vaccine manufacturing technology. If approved, we will be contributing to the world’s fight against the COVID-19 pandemic with the world’s first plant-based vaccine for use in humans,” said Takashi Nagao
Det er stadig noen misforståelser på forskjellige selskapstråder rundt ulike aspekter om kliniske studier. Denne videoen på 4+ min kan gi en innføring i det mest elementære, selv om målgruppen er pasienter og ikke aksjeinvestorer/spekulanter.
Jeg har nevnt APIM Therapeutics her tidligere også, og her er det enda en god nyhet med start av en fase II studie på pasienter med Sarcoma.
Skulle ikke forundre meg om dette selskapet kommer på børs i løpet av 2022.
APIM-Press release December 10 2021.pdf (134,4 KB)
Så en analytiker som regnet seg frem til at Pfizer har oppkjøps- og avtalekasse på over 1000 milliarder kroner i 2022.
Pengene er i hvert fall på plass:
