Targovax (TRVX) Småprat

[Krieghoff]

Mandag

[anon79663630]

Takker. Hva med de to andre “tullebukkene” ?

[Krieghoff]

Er litt usikker på hvem du tenker på. Er jo så mange tullebukker

[anon79663630]

Aborum selvfølgelig…neida, tenker på Nomura og BNP

[Krieghoff]

Han handler ikke på eget navn

39	BNP Paribas		193357
189	BNP Paribas Securities Services		36000

34	Nomura International Plc	210387
3580	NOMURA INTERNATIONAL PLC	248

[anon79663630]

Da sitter begge disse/den som skjuler seg bak i ro. Kan jo være retail for alt jeg vet.

[aborum]

Har du samlet citis tabsgivende aktier op?

[aborum]

Muligt man skulle henvende sig og runde op til 1 mio aktier. Er jo set før, at en institutionel investor sælger en større pulje med rabat.

[TekBot]

05/06-2019 15:29:38: (TRVX) Targovax ASA: Completion of subsequent offering, registration of share capital increase

NOT FOR DISTRIBUTION OR RELEASE, DIRECTLY OR INDIRECTLY, IN OR INTO THE UNITED
STATES, CANADA, AUSTRALIA, THE HONG KONG SPECIAL ADMINISTRATIVE REGION OF THE
PEOPLE’S REPUBLIC OF CHINA OR JAPAN OR ANY OTHER JURISDICTION IN WHICH THE
…

Vis børsmeldingen

DISTRIBUTION OR RELEASE WOULD BE UNLAWFUL. OTHER RESTRICTIONS ARE APPLICABLE.
PLEASE SEE THE IMPORTANT NOTICE AT THE END OF THE PRESS RELEASE.

Oslo, 5 June 2019: Reference is made to the stock exchange announcement by
Targovax ASA (OSE: TRVX) (“Targovax” or the “Company”) on 28 May 2019 regarding
the final result of the subsequent offering of up to 2,104,394 new shares at a
subscription price of NOK 7.00 per share (the “Subsequent Offering”).

The share capital increase pertaining to the Subsequent Offering has now been
registered with the Norwegian Register of Business Enterprises. The new share
capital of the Company is NOK 6,328,087.80 divided into 63,280,878 shares, each
with a par value of NOK 0.10.

The new shares issued in the Subsequent Offering are listed on Oslo Børs.

For further information, please contact:

Torbjørn Furuseth, CFO
Phone: +47 932 11 101
Email: torbjorn.furuseth@targovax.com

About Targovax

Activating the patient’s immune system to fight cancer

Targovax (OSE:TRVX) is a clinical stage biotechnology company developing immune
activators to target hard-to-treat solid tumors. Immuno-oncology is currently
one of the fastest growing therapeutic fields in medicine.

Targovax’s lead product candidate, ONCOS-102, is a genetically modified
oncolytic adenovirus, which has been engineered to selectively infect and
replicate in cancer cells. It has been shown to activate the immune system to
generate tumor-specific immune responses. In phase I trials, ONCOS-102 induced
both local and systemic innate and adaptive immune activation, which has been
associated with clinical benefit. ONCOS-102’s targeted path-to-market indication
is mesothelioma, where the virus is currently being tested in a randomized phase
II trial. Another trial, in checkpoint inhibitor refractory advanced melanoma,
is expected to produce important proof-of-concept immune activation data in
heavily pre-treated patients.

IMPORTANT INFORMATION

These materials do not constitute an offer of securities for sale or a
solicitation of an offer to purchase securities of the Company in the United
States or any other jurisdiction. The securities of the Company may not be
offered or sold in the United States absent registration or an exemption from
registration under the U.S. Securities Act of 1933, as amended (the “U.S.
Securities Act”). The securities of the Company have not been, and will not be,
registered under the U.S. Securities Act. Any sale in the United States of the
securities mentioned in this communication will be made solely to “qualified
institutional buyers” as defined in Rule 144A under the U.S. Securities Act. No
public offering of the securities will be made in the United States.

In any EEA Member State, this communication is only addressed to and is only
directed at qualified investors in that Member State within the meaning of the
Prospectus Directive, i.e., only to investors who can receive the offer without
an approved prospectus in such EEA Member State. The expression “Prospectus
Directive” means Directive 2003/71/EC as amended (together with any applicable
implementing measures in any Member State.

In the United Kingdom, this communication is only addressed to and is only
directed at Qualified Investors who (i) are investment professionals falling
within Article 19(5) of the Financial Services and Markets Act 2000 (Financial
Promotion) Order 2005 (as amended) (the “Order”) or (ii) are persons falling
within Article 49(2)(a) to (d) of the Order (high net worth companies,
unincorporated associations, etc.) (all such persons together being referred to
as “Relevant Persons”). These materials are directed only at Relevant Persons
and must not be acted on or relied on by persons who are not Relevant Persons.

Any investment or investment activity to which this announcement relates is
available only to Relevant Persons and will be engaged in only with Relevant
Persons. Persons distributing this communication must satisfy themselves that it
is lawful to do so.

Matters discussed in this announcement may constitute forward-looking
statements. Forward-looking statements are statements that are not historical
facts and may be identified by words such as “anticipate”, “believe”,
“continue”, “estimate”, “expect”, “intends”, “may”, “should”, “will” and similar
expressions. The forward-looking statements in this release are based upon
various assumptions, many of which are based, in turn, upon further assumptions.

Although the Company believes that these assumptions were reasonable when made,
these assumptions are inherently subject to significant known and unknown risks,
uncertainties, contingencies and other important factors which are difficult or
impossible to predict and are beyond its control. Such risks, uncertainties,
contingencies and other important factors could cause actual events to differ
materially from the expectations expressed or implied in this release by such
forward-looking statements. The information, opinions and forward-looking
statements contained in this announcement speak only as at its date, and are
subject to change without notice.

This announcement is made by and, and is the responsibility of, the Company. The
Manager is acting exclusively for the Company and no one else and will not be
responsible to anyone other than the Company for providing the protections
afforded to its clients, or for advice in relation to the contents of this
announcement or any of the matters referred to herein.

Neither the Manager nor any of its affiliates makes any representation as to the
accuracy or completeness of this announcement and none of them accepts any
responsibility for the contents of this announcement or any matters referred to
herein.

This announcement is for information purposes only and is not to be relied upon
in substitution for the exercise of independent judgment. It is not intended as
investment advice and under no circumstances is it to be used or considered as
an offer to sell, or a solicitation of an offer to buy any securities or a
recommendation to buy or sell any securities of the Company. Neither the Manager
nor any of its affiliates accepts any liability arising from the use of this
announcement.

Each of the Company, the Manager and their respective affiliates expressly
disclaims any obligation or undertaking to update, review or revise any
statement contained in this announcement whether as a result of new information,
future developments or otherwise.

The distribution of this announcement and other information may be restricted by
law in certain jurisdictions. Persons into whose possession this announcement or
such other information should come are required to inform themselves about and
to observe any such restrictions.

This information is subject to disclosure requirements pursuant to Section 5-12
of the Norwegian Securities Trading Act.

http://www.netfonds.no/quotes/release.php?id=20190605.OBI.20190605S83

[Krieghoff]

Ser ut for at det har blitt en mindre konkurrent i Melanom.

Meanwhile, Aduro also crashed on Monday on detailed results with its Novartis-partnered Sting agonist, ADU-S100. A phase Ib study of the project in combination with Novartis’s PD-1 blocker spartalizumab, in solid tumours and lymphoma, found responses in just five of 57 evaluable subjects.

Aduro has dropped development in melanoma. It might be able to salvage something in triple-negative breast cancer, where data looked more promising, albeit in a small number of patients so far.

Så over til Mirati og Amgen.

Mirati Therapeutics nearly stole the show at Asco despite not actually presenting – a fact that illustrates how low on meaningful data this year’s conference was.

Mirati climbed 54% on the back of this year’s Asco KRAS buzz. Positive but early results with Amgen’s AMG 510 raised hopes that Mirati’s similarly acting candidate, MRTX849, could also be a success.

Still, Amgen has set the bar high with a 50% response rate. If MRTX849 falls short of this in its first clinical readout later this year, Mirati, which now looks overvalued, looks set to tumble.

Another beneficiary of the AMG 510 data was Array Biopharma, which originated MRTX849 and will receive royalties from Mirati should the project reach the market. Meanwhile, Amgen itself saw its valuation grow $3bn over the Asco period, showing just how important the KRAS inhibitor is to the big biotech.

[Biotop20]

Hva er referansen her?

[Krieghoff]

Aduro la ned sin studie rettet mot melanom. (ONCOS-102)

Mirati og Amgen har fått mye oppmerksomhet rundt K-RAS studier ( TG plattformen)

Edit: https://www.evaluate.com/vantage/articles/events/conferences/asco-2019-event-analyser-low-key-meeting-belies-some-huge-stock

[Biotop20]

Ja, det skjønte jeg, men hvor har du sakset artikkelen fra?

[Buffet]

Still, Amgen has set the bar high with a 50% response rate.

“The data in colorectal cancer were less promising. There were no partial responses here, and the best that Amgen could say was that 13 of 18 evaluable subjects achieved stable disease.”

Asco 2019 – KRAS chase heats up with Amgen data

Så fra børsmelding av Targovax Oktober 2017

• TG01/GM-CSF generated an immune response in 85% of patients (11/13)

Og dette i bukspyttkjertelen!

[tubist92]

Hadde bare denne informasjonen nådd de riktige folkene i de riktige firmaene, og ikke bare sirkulert på forum, hadde det vært nice

[strongbuy]

Før eller siden får de “riktige” personene nyss om Targovax og data som har vært og som måtte komme. Det er jeg sikker på. Så får vi si oss heldige at vi kan laste på disse nivåer før de kommer.

[anon79663630]

Phase I/II combination trial of ONCOS-102 with DCVAC

http://newsotio.r.dev.andweb.cz/news-publications/news/sotio-starts-phase-i-ii-trial-of-dcvac-in-combination-with-oncos-102-the-targovax-adenovirus-based-immunotherapy

Targovax and SOTIO announce first patient dosed in Phase I/II combination...

https://www.hra.nhs.uk/planning-and-improving-research/application-summaries/research-summaries/sp015combination-of-dcvacpca-and-oncos-102-in-mcrpc-2/

https://www.clinicaltrialsregister.eu/ctr-search/trial/2015-004314-15/CZ#F

Om jeg har forstått dette riktig basert på PM fra Sotio og Targovax om enrollment og første dose så kan vi forutsette følgende timeline for den første pasienten:

ONCOS-102	01.07.2018
ONCOS-102	08.07.2018
ONCOS-102	15.07.2018
ONCOS-102, DCVAC/PCa	22.07.2018
DCVAC/PCa	12.08.2018
ONCOS-102 X 2, DCVAC/PCa	02.09.2018
ONCOS-102 X 2	09.09.2018
ONCOS-102 X 2	16.09.2018
ONCOS-102 X 2	23.09.2018
ONCOS-102 X 2	30.09.2018
ONCOS-102 X 2	07.10.2018
ONCOS-102 X 2, DCVAC/PCa	14.10.2018
ONCOS-102 X 2	21.10.2018
ONCOS-102 X 2	28.10.2018
ONCOS-102 X 2	04.11.2018
DCVAC/PCa	25.11.2018
DCVAC/PCa	06.01.2019
DCVAC/PCa	17.02.2019
DCVAC/PCa	31.03.2019
DCVAC/PCa	12.05.2019
DCVAC/PCa	23.06.2019
DCVAC/PCa	04.08.2019
DCVAC/PCa	15.09.2019
DCVAC/PCa	27.10.2019
DCVAC/PCa	08.12.2019

Studien skal omfatte totalt 15 pasienter (CZ+UK). Jeg finner ingen opplysninger om at rekrutteringen er avsluttet. Hva kan man lese av denne tidslinjen for den første pasienten i forhold til “end trial” og avlesning av data ? Studien er estimert til 18 mnd. Det tolker jeg som tid/pasient, ikke total studietid- Er det korrekt oppfattet ?

[Buffet]

Må inrømme at jeg har ikke heller oversikten når det gjelder tid her. Men veldig artig å se hva de skriver. Disse er eid av et av europas største investeringsfond som har en portefølje på over 45 milliarder euro, så et oppkjøp fra disse er ikke utenkelig.

Radek Spisek, CEO of SOTIO, said: “ By combining an autologous active cellular therapy with an oncolytic virus, we had to overcome various regulatory and operational challenges. We are very happy to have succeeded in initiating such a complex trial, the first of its kind ever conducted in the Czech Republic and the CEE region. The SP015 clinical trial will help us to gather critical evidence necessary to develop innovative immunotherapies for the treatment of a cancer that threatens 1 in 5 men globally.”

Ludek Sojka, Chief Operating Officer of SOTIO, said: “SP015 will examine the safety and efficacy of combining our active cellular immunotherapy with a promising adenovirus-based product. We believe the results of this study will move us closer to developing new therapy combinations that produce synergistic effects and bring clear benefits to patients. The use of an oncolytic virus in the treatment of cancer was previously successfully tested in different cancer indications and we hope to broaden the portfolio of indications in future.”

[Whatsthat]

Det som er viktig å huske på er at Sotio har full kontroll. Det gjelder datautslipp også. TRVX leverer kun ONCOS.

Jeg tviler sterkt på at de offentliggjør data om de vurderer partnerskap/oppkjøp.

TRVX slenger alltid henda opp i været når de får Sotio spørsmål, men noe må de nå vite… De vet vel hvor mange ONCOS doser som er sendt til Praha.

[anon79663630]

Det var tidslinjen for slipp av data jeg prøver å få tak på. At det er Sotio som har kontroll har jeg forstått. Som du kanskje legger merke til så var siste dose ONCOS-102 allerede primo november 2018 på den første pasienten. Så hva om ONCOS-102 har gjort underverk underveis ? Avsluttes likevel studien på normalt vis ? Overall survival er ett av secondary endpoints.