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Targovax (TRVX) Småprat

Ja ja, humor er ikke hva det engang var…

Eller spøk til side, føler du deg slik er det bare å finne knappen som heter “selg” så er du fri. Ikke at jeg anbefaler det :slight_smile:

“humoren” :slight_smile:

No offence, perhaps not the same sense of humour :slight_smile:

Da er det absolutt “innafor”. Jeg har ikke oversikt over alle skribenter her og trodde først du var en av NANO-folket som elsker å disse TRVX :slight_smile:

Anbefaler å høre gjennom q2 en gang til. CMD i oktober blir nok spennende :heart:

Jeg er også optimist Krieghoff, melanoma-studien kan gi oss et løft av de sjeldne ila høsten.

Da kunne vel bildet ditt like gjerne båret NANO sitt navn som TRVX Biff2.0. En lang ørkenvandring der også if I may say so… Jeg tror dine TRVX-aksjer vil bli “released” raskere :slight_smile:

TRVX sitt melanoma-studie er det mest spennende på kort sikt. Hensikten er å vise “proof of concept” for at kombinasjon meOncos-102 og CPI (Keutruda) virker. Dette kan være nøkkelen til øket interesse fra BP tror jeg. Dette kan altså komme i løpet av høsten, og er årsaken til at jeg mener TRVX kan være mer attraktivt å eie enn flere andre selskaper i bransjen det neste halvåret.

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Enig i det Sjog. Melanoma dataene vil kunne bli vendepunktet for selskapet med gode bekreftende resultater. Som Soug sa; såfremt de kunne bevise at kun én pasient responderte i den studien, har man i prinsippet bevist at konseptet fungerer.

Så ikke overaskende ser det jo som TG fortsatt har en fremtidig. CMD vil gi aksjonærene en nærmere strategiavklaring. TG02 dataene i Australia i kombinasjon med CPI blir uansett spennende.

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http://www.targovax.com/Pipeline/oncos-adenovirus-based-cancer-immunotherapy/default.aspx

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Fra DNB i dag. Kursmål senkes fra 21 til 18.

Waiting for new strategy plan

The Q2 operating loss was in line with our forecast. The current cash position of cNOK201m should keep operations running for 18–24 months. We expect a new strategy plan for the peptide vaccine programme in October, and believe the most important near-term data point is an update on the melanoma study with ONCOS-102/Keytruda later in 2018. Targovax has reiterated that mesothelioma is likely to be the first potential registered indication. We maintain our BUY, and have lowered our target price to NOK18 (NOK21).

Q2 operating loss of cNOK37m in line with our forecast of a loss of cNOK40m. Net cash flow was cNOK-28m, versus our forecast of NOK-35m. The current cash position is cNOK201m; with its current burn rate, the company has said this would last 18–24 months depending on how the ongoing trials progress.

Targovax rethinking TG programme – new strategy likely in October. As new data from ASCO has indicated that the SoC in resected pancreatic cancer is soon to change, Targovax is rethinking how it should best commercialise the potential in the peptide vaccine programme (TG01 and TG02 vaccines). It plans to outline its new strategy at its CMD in October; however, until then we believe the risks in the TG programme are high, and note that in June we significantly reduced our forecasts and estimated value for the TG programme following ASCO.

Potential proof of concept data for melanoma expected in 6–12 months. Interim data from the ONCOS-102/Keytruda trial in melanoma patients is scheduled to be published in H2 2018, and the full dataset in H2 2019. According to the company, recruitment is progressing slowly due to competition for patients in melanoma. No further guidance on patient recruitment in the melanoma or mesothelioma study was given during the Q2 presentation. However, as the study aims to recruit only 12 patients in total, and four have been enrolled, we expect Targovax to meet its timeline for the announced readout.

BUY reiterated, target price trimmed to NOK18 (NOK21) on the back of our model adjustments. Among other things, we have lowered the likelihood of the company securing a licensing deal in 2019 due to the potential new strategy for the TG platform.

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Denne fra Warren Buffet:
Patience is not easy. Everyone can’t handle it. That’s why the rewards are so great. It can break you, wreck you, make you want to scream and give up but you press on because you know that a great thing can never be forced or rushed. Great things will happen when you are patient.

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Targovax ASA: Settlement of restricted stock units and resolution to increase the share capital

In connection with the publication of the Q2 2018 quarterly financial report,
Targovax ASA (the “Company”) has completed a settlement period for vested
restricted stock units (“RSUs”). The settlement period commenced on 24 August
2018 at 10:00 hours (CET) and ended on 28 August 2018 at 10:00 hours (CET).

  1. Settlement of RSUs

In total were 6,581 shares, each with a par value of NOK 0.10, subscribed for
following settlement of RSUs.

  1. Resolution to increase the share capital in Targovax ASA

In order to facilitate the settlement of RSUs, the Company’s board of directors
has on 29 August 2018 resolved to increase the share capital of the Company with
NOK 658.10 by issuance of 6,581 new shares, each with a nominal value of NOK
0.10. The share capital of the Company is thereby increased from NOK
5,260,986.70 to NOK 5,261,644.80. The resolution is made pursuant to the
authorisation granted to the board of directors by the general meeting on 11
April 2018.

The new share capital will be registered with the Norwegian Register of Business
Enterprises (Nw. Foretaksregisteret) as soon as practically possible.

For further information, please contact:

Erik Digman Wiklund, CFO
Phone: + 47 413 33 536
Email: [email protected]

Ekstern link: http://www.newsweb.no/index.jsp?messageId=458271

Nyheten er levert av OBI.

http://www.netfonds.no/quotes/release.php?id=20180829.OBI.20180829S19

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Noen som var tilstede på Q2 og har en uformell stemningsrapport derifra eller?

Det er vell over 6 mnd siden de fire pasientene i Melanoma passerte safety og immunaktiveringsvinduet. En skulle tro de hadde noe effekt/responsdata på dem relativt snart. Det var nok sikkert også flere pasienter som ble rekruttert inn noe senere som de venter på? Mener å huske totalen skulle være 10-12 pasienter.

Hver måned kårer jeg det jeg kaller Teksperter™ for noen av de mest populære investeringene våre :slight_smile:

Det er de 3 medlemmene som har fått flest likes på innleggene sine de siste 90 dagene. Teksperter™ får også en unikt merke på profilen sin og et trofé-ikon ved siden av navnet sitt. Du kan bli Tekspert™ i flere aksjer/investeringer, og troféet vil bare vises i tråder der du er Tekspert™.

Her er denne månedens Teksperter™ og det mest likte innlegget deres fra de siste 90 dagene:

  1. @Inkognito666 (82 likes)
  1. @Krieghoff (66 likes)
  1. @BioMed (61 likes)

Resten av topp 10:

  1. @Montebello (45 likes)

  2. @Forza (39 likes)

  3. @Aksjesnila (24 likes)

  4. @blaahval (22 likes)

  5. @TargoCapital (22 likes)

  6. @TekBot (20 likes)

  7. @Sleeperts (19 likes)

Gratulerer!

SOTIO (som benytter Targovax sitt virus i en av sine kliniske studier) sluttfører oppkjøp av Cytune Pharma i forgårs. Et bittelite selskap i preklinisk/straks klinisk fase som holder til i Frankrike. Ser ut som dem har samarbeidet siden 2015, og kjøpssum uvisst.

https://www.sotio.com/news-publications/news/sotio-and-ppf-complete-acquisition-of-cytune-pharma

Litt interessant å lese om deres strategi :

" SOTIO is part of PPF Group, one of the largest investment groups in Central and Eastern Europe. In 2012, PPF made a strategic decision to enter the biotechnology sector. PPF has a vision to build a diversified biotech portfolio of innovative therapies for the treatment of cancer."

https://www.sotio.com/bussines-development/bd-strategy

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Intressant handel idag. Stora poster byter händer. 10 stödet håller för tredje gången. Kan bli en fin resa upp mot först 13 och sen 15. Bevaka noga.