Re: so dm presents at an Investor Conference
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posted on
Sep 09, 2020 06:02PM
fuzzyjr
Some food for thought to pass the time until a deal is announced:
The 6/22/20 news release indicating FDA agreement for key aspects of the apabetalone registration enabling study put RVX-208 in the spotlight for a partnership with BP.
" In total, approximately 25% of BETonMACE patients were on new oral anti-diabetic treatments that included SGLT2 and DPP4 inhibitors. In combination with apabetalone, primary MACE was reduced by 57% and by 63% when hospitalization for congestive heart failure was included. We believe the efficacy and safety demonstrated with this combination approach will greatly assist in our strategic partnership discussions and significantly improves our intellectual property and commercial runway position. In short, we can demonstrate efficacy, safety and we believe we now have a clear path to commercialization."
Also, a Chinese connection may be good -
"Building upon previous predictions from 2019, we also expect to see China continuing their growth as a key player within the pharmaceutical industry in the coming decade, partially driven by reformed priority review and approval process that allows domestic drug developers to compete with multinational counterparts. With these changes we expect a more levelled global playing field in the world of biopharma deals, with an increase in both frequency and size of deals that involve Chinese companies."
https://mscnordics.com/largest-biotech-and-pharma-deals-2019-recap-2020-outlook/
Table 2. Top 10 partnership deals (Pharma and biotech)
Licensee (Licensor) | Deal value (deal breakdown) | Asset of interest; latest development stage at deal signing; indication | Date | Source |
Amgen (Celgene) | $13.4 billion (complete asset acquisition) | Otezla® (apremilast); marketed; inflammatory diseases | Completed: Nov 21, 2019 | Link |
AstraZeneca (Daiichi Sankyo) | $6.9 billion ($1.35 billion upfront, $3.8 billion in regulatory and milestone payments, and $1.75 billion in sales-related milestone payments) | DS-8201 (trastuzumab deruxtecan); phase 3; HER2-expressing breast and gastric cancers | Announced: Mar 28, 2019 | Link |
Gilead (Galapagos) | $5.4 billion ($4.0 billion upfront, $1.1 equity investment, and $0.3 billion in milestone payments) | GLPG1690 and filgotinib; phase 3 and pending approval; idiopathic pulmonary fibrosis and rheumatoid arthritis | Completed: Jul 14, 2019 | Link |
Novartis (Takeda) | $5.3 billion ($3.4 billion upfront, $1.9 in milestone payments) | Xiidra® (lifitegrast ophthalmic solution); marketed; dry eye disease | Completed: Jul 1, 2019 | Link |
GlaxoSmithKline (Merck KGaA) | $4.2 billion ($0.3 billion upfront, $0.6 billion in development milestone payments and $3.3 billion in commercial milestone payments) | M7824 (bintrafusp alfa); phase 2; PD-L1 expressing advanced non-small cell lung cancer | Announced: Feb 5, 2019 | Link |
Nanjing Chia Tai Tianqing Pharmaceutical Company NJCTTQ (Abpro) | $4 billion ($60 million in near-term R&D funding, plus potential milestones payments and royalties) | DiversImmune and Multimab (platform); preclinical; immuno-oncology candidates in ophthalmology and autoimmunity | Announced: Feb 28, 2019 | Link |
Undisclosed (WuXi Biologics) | $3 billion | Manufacturing contract for the undisclosed party’s vaccine product | Announced: May 20, 2019 | Link |
Gilead Sciences (Nurix Therapeutics) | $2.3 billion ($45 million upfront, up to $2.3 billion in milestone payments) | Targeted protein degradation drugs; oncology and other challenging diseases | Announced: Jun 19, 2019 | Link |
Swedish Orphan Biovitrum AB Sobi (AstraZeneca) | $2.3 billion ($1.5 billion upfront, $20 million in cash per year for three years, $0.47 billion in sales milestone payments, $0.29 billion in regulatory submission and development milestone payments) | U.S. rights to Synagis® (palivizumab); marketed; prevention of serious lower respiratory tract infection (LRTI) caused by respiratory syncytial virus (RSV) | Completed: Jan 24, 2019 | Link |
Genentech (Skyhawk) | $2 billion (undisclosed upfront and up to $2 billion in milestone payments and royalties) | SkySTAR™ technology platform (small molecules that modulate RNA splicing); oncology and neurological diseases | Announced: Jul 16, 2019 | Link |
My bet is that a US BP with an anti-diabetic therapy on the market partners with Resverlogix in a deal similar to those listed above to improve their therapy, save lives, and protect and prolong their revenue stream.
jmo
Chicagoest