Spennende betrakninger fra Novartis sin CEO.
"The pharmaceutical giant has also made two key acquisitions related to cancer treatment: a $3.9 billion deal for French radiopharmaceutical specialist Advanced Accelerator Applications in 2017 and its $2.1 billion purchase of U.S.-based biopharmaceutical Endocyte last year.
“We’re all about platforms. We’re moving into cell therapy, gene therapy, and now we’ve got this new platform called radio-ligand therapy” with the Endocyte deal, said Narasimhan, who holds an M.D. from Harvard Medical School.
Endocyte’s specialty is “pretty simple” in concept, but, to Novartis’ benefit, is “really hard to replicate” in practice, Narasimhan told Cramer.
“What we do is we take a drug that’s really specific to a cancer and we link it to a radioactive particle that’s very controlled and we take it to the cancer and we kill the cancer. And that’s worked really well in one tumor [type] called neuroendocrine tumors. We think it could work in prostate cancer. Frankly, we think it could work in many other solid tumor types,” the CEO said.
But when it comes to the competition in cancer treatment, which now includes high-profile players like Eli Lilly, radio-ligand solutions aren’t easy to come by, Narasimhan said.
“You need big-time capabilities in managing nuclear materials and complex supply chain[s],” he said. “And with the two acquisitions we did last year — AAA [and] Endocyte — we built up that capability.”
https://finance.yahoo.com/news/novartis-ceo-talks-chasing-cures-232400761.html
Ganske utrolig, men Endocyte gjennomførte store emisjoner både i mars og september 2018 på henholdsvis USD 4,20 (20 mil nye aksjer) i mars og USD 18 (11 mil nye aksjer) i september før Novartis kjøpte dem for USD 24 per aksje i oktober 2018.
Tydeligvis kan alt skje i denne bransjen og ting kan skje fort.
