Nordic Nanovector - Småprat '22 (NANOV)

[ForzaForte]

Ligger på alle medier

[InVivo]

Er jo gammelt nytt.

Ble vel meldt for 1 mnd siden

[TheObserver]

Nei, ikke på effekt mot Omikron vel?

(Med referanse til at de visste ikke for en mnd siden at den også funket mot Omikron, bare alt annet)

Ergo er dagens melding veldig oppløftende nytt mener jeg.

[Bingo123]

Pfizer med gladnyhet: – Vi er trygge på at denne behandlingen kan bli et...

[olav4]

Var nok ikke teste ut mot omikron for en måned siden?

[nicknack]

Kan jo hende at Phizers pille ikke er spesifikk på unike proteiner/tags for omikronvarianten av koronaviruset eller at den hjelper til med å redusere alvorlige konsekvenser ved sykdommen?
Det er jo mange andre ting som også er fordelaktige ved covidsykdom; vitamin D, zink, ivermectin, god helse, …

[Martins]

Caset er vel relativt binært nå?

De har cash til ca. 2 mnd inn i H2 2022 med burnrate 104M/kvartal:

Det er relativt garantert at Paradigme blir ferdig før det.
Så bør være ganske greit:

Paradigme H1 2022, emi rett etter?
Så lenge resultatene er gode blir det vel emi på høyere kurser enn i dag. Er folk redde for at de må kjøre emi før resultatene er der? Tror ikke det er så stor risiko for det akkurat.

[anon57124368]

Jeg er tror det sannsynligvis blir en emisjon før den tid, 60/40 favør emi.

Fint å ha litt penger når man skal gå i forhandlinger med mulige partnere. Men litt surt for småsparere som stadig blir utvannet

[jojoo]

Da må de først gjøre noe med lock-up som de har på å kunne kjøre ny emisjon før top-line data er presentert.

[Cinvest]

Kan du utdype det noe nærmere? Faktisk litt i tvil om jeg har fått dette med meg tidligere.

[Neutral]

Kommer ikke helt på hva de sa tidligere, men når pasientene er innrullert så mener jeg de snakket i at utgiftene ville være på rundt 2/3 av det de var under innrullering? Isåfall kan jo det potensielt være snakk om 50ish mill ekstra fra Q2 og 2 av 3 mnd i Q3 Må ta alt man får

[jojoo]

Nederste avsnitt. Så kan man spekulere i om de bruker unntaksregelen der da, men da burde de varslet om endringer i dette når de utsatte avlesning til 1H2022. Det har hvertfal ikke vært kommunisert noe rundt dette.

[flopp]

Det blir for komplisert for Malene i en hektisk hverdag å følge opp det som står med fluelort i meldingen…

[Intendanten]

Her må vi bare stålsette oss. Siger sakte men sikkert mot 20 igjen. Ikke greit.

[dr.Stockman]

Omicron har satt NANOV-kursen under solid press. Ligger forsåvidt i stabilt sideleie nede ved sitt mest solide støttenivå. Kan en allerede utbombet og irrasjonell aksjekurs bli enda lavere. Ingenting er umulig i NANOV, men føler meg ganske trygg på at det isåfall blir et relativt kortvarig dypdykk. Faller aksjen ikke igjennom så står vi tilbake med et ytterligere styrket støttepunkt.

Lavt volum senker risikoen for et fall gjennom støtten.

[Normex1]

Amazing how the psych plass a role now. Shorters doing a very good job. Do I care - yes! . Oddly enough…., even though most of us will sell later, so what is going at present should be irrelevant. Somehow…

Would I sell if over 50 now…? No. . So what to do but accept we are one day closer.

Happy to add a few more though here and there. Kinda feels like an extra gift too.

[Intendanten]

Fornuftige tanker. Var en lenger oppe i tråden som mente at pandemien var irrelevant for nano. Da snakker vi.

[Savepig]

Jeg fikk dette nyhetsbrevet fra STAT i går, det viser både oppsiden og nedsiden for NANOV

1. Nuklær medisin blir ikke nevnt overhodet - det er bummer
2. Alle nye flotte medisiner gir fremdeles tilbakefall - Det finnes et rom for en trygg medisin som betalutin i 2. og 3. linje

ASH in 30 Seconds

Farewell from Atlanta
Hello, it’s Angus here. My parting thoughts as I travel home from Atlanta:

Aside from a few last-minute stragglers, ASH is empty. People started clearing out yesterday evening and when I arrived at the Covid-19 testing center this morning, an employee looked up and said, “We got a live one!”

On the last day of ASH, various attendees told me the general themes and trends of this year’s conference didn’t feel too different from previous years. New combinatorial therapies, bispecific antibodies, and CAR-T cell therapy are still hot topics. But folks are just beginning to set their eyes beyond the most promising therapies of yesteryear.

“Like what’s next after CAR-T,” said Adam Sperling, a medical oncologist at Dana-Farber Cancer Institute. “Most patients, pretty much all of them, still relapse after CAR-T therapy,” he pointed out. So research is shifting to new cell therapy targets or entirely new types of drugs that might make it harder for cancer cells to escape.

Myeloma screening was a big topic this year, particularly screening for individuals with certain precancerous conditions like smoldering myeloma or certain monoclonal proteins called MGUS. A 75,000-person study from the University of Iceland showed early results that suggest doing this type of screening may help find myeloma early and possibly improve outcomes through early intervention.

Irene Ghobrial’s lab at Dana-Farber also had data showing that mass spectrometry and artificial intelligence may improve the detection of these conditions and help identify individuals at higher risk for myeloma.

“Everyone wants to know what their risk of developing cancer is,” Ghobrial said. “And empower themselves to prevent and protect themselves from cancer.”

And from Cambridge, Mass.
Hello! Adam, here. I have to admit, I felt some FOMO over the first in-person ASH in two years. On Twitter, the #ASH21 stream was filled with pics of people enjoying their hematology reunions. Even with masks, the smiles and good feelings came through.

Let’s hope Omicron does not.

Tuesday is ASH’s wind-down day, but there’s still news to report, although it’s disappointing and puzzling. In a large Phase 3 study, Novartis’ bespoke CAR-T therapy Kymriah showed no benefit over a standard stem cell transplant when used to treat patients with large B-cell lymphoma relapsed after initial therapy.

The negative Kymriah trial, called BELINDA, puts Novartis in a tough spot because two nearly identical studies conducted by its competitors Gilead Sciences and Bristol Myers Squibb for their respective CAR-T treatments — Yescarta and Breyanzi — read out positive and will likely lead to expanded use in earlier lines of treatment for lymphoma.

It’s not entirely clear why Novartis’s CAR-T failed to prove a benefit for patients while those from Gilead and Bristol did. One possible explanation: issues with Novartis’ CAR-T manufacturing process. It took the pharma giant a median of 52 days to make Kymriah for each patient. Gilead’s Yescarta manufacturing time, by contrast, took a median of 27 days.

Kymriah’s future may not be cooked, even with the negative BELINDA results. Writing in the New England Journal of Medicine on Tuesday, scientists with the National Cancer Institute pointed to some differences in the designs of the ZUMA-7 and BELINDA trials, and the patients enrolled, which may have contributed to the disparate results.

“Concluding that [Yescarta] must be superior to [Kymriah] is the wrong inference from the data,” the scientists wrote.

For patients with B-cell lymphoma, the good news that emerged from this year’s ASH meeting is that personalized CAR-T treatments offer the potential for deep and durable remissions exceeding what’s typically seen with stem cell transplants. But physicians are likely to continue debating which lymphoma patients are most likely to benefit from a change in treatment practice, and which CAR-T offers the best chance at a lasting remission.

Wait, there’s more!
If you haven’t yet tired of ASH, join Angus and Adam on Wednesday at 1 p.m. ET for a one-hour virtual recap of the ASH annual meeting.

Our guests will be Jane Winter, professor of medicine, division of hematology/oncology at Northwestern University’s Feinberg School of Medicine; and Mikkael Sekeres, chief, division of hematology, Sylvester Comprehensive Cancer Center, University of Miami Health System.

You can register for the STAT virtual event here.

And with that, we’ll put another ASH in 30 Seconds newsletter to bed. Thanks so much for your readership. We look forward to reconvening for ASH22 in New Orleans! Until then, goodbye!

[InVivo]

@Savepig

Nuklær medisin blir ikke nevnt overhodet - det er bummer

Ikke veldig rart spør du meg. Nano er jo nesten eneste player med radiofarmaka i NHL-landskapet.

Tipper det vil bli en helt annen buzz rundt radiofarmaka neste år gitt godkjenning+partnerdeal

[InVivo]

@Normex1

Here we have something that can rid of cancer whilst Car-T do not (as far as I gather).

Easy tiger.

Tror du har misforstått