Northw.Bio Regs Share Discussion Threads

[andrbea] 15/7/2007 12:20

post 125: don't know

After dndn and nwbo (Puget Sound) here's another player (private company) easily getting finance to further its prostrate canver drugs

Agensys

Agensys has 12 antibody (MAb) programs in its product pipeline. AGS-PSCA, partnered with Merck & Co., Inc., is the lead program and is in clinical development for prostate cancer. AGS-PSCA is a high affinity, fully human IgG1k MAb directed to PSCA, generated using XenoMouse® technology. PSCA is expressed at significant levels on tumor cells from a majority of patients with all stages of prostate, pancreatic, and bladder cancers. Efficacy studies utilizing human specimens of these tumors in xenograft mouse models have consistently demonstrated that AGS-PSCA significantly inhibits both tumor growth and metastases. This MAb was well tolerated at all phase 1 doses and pharmacokinetic studies demonstrate a long half life and no antibody sink, enabling a convenient dosing regimen.

They have a Seattle connection too:

In a strategic move to broaden its pipeline beyond naked MAbs, Agensys announced earlier this year a broad collaboration with Seattle Genetics, Inc. to develop four antibody-drug conjugate (ADC) products.

[borchardt] 13/7/2007 18:17

This is very frustrating - UK market makers reacted very positively to first day surge in US but London price is very poor compared to US now. Anyone know why there are 2 lines of stock in London?

[gimme sunshine] 13/7/2007 11:31

Don't quite understand the dual listing senario. Looking on the US BB'S they love this and are gunning for this one.

Time will tell I suppose

[mustau] 13/7/2007 11:02

Gimme

Should be but listed on aim.

[gimme sunshine] 13/7/2007 08:03

Morning

Still lots of volume in the US, Biggest Bio riser yesterday. very quiet here today. We should be at £2.55

[andrbea] 13/7/2007 07:56

the local rival to nwbo (in Puget Sound) Dendreon (prostrate cencer vaccine player) not faring so well:

Can things get much worse for Dendreon?

Apparently, that answer is yes. Dendreon (nasdaq: DNDN - news - people ) shares fell 2.4%, or 19 cents, to $7.75, on Thursday after JMP Securities analyst Charles Duncan downgraded the stock in a client note.




should make nwbo's drugs platform look even sounder IMO

[gimme sunshine] 12/7/2007 23:22

$5.1 HIGH $5.45

[gimme sunshine] 12/7/2007 23:21

US finished up 23%

[capt bligh] 12/7/2007 16:57

£2.60/2.63 in US !!!!

[andrbea] 12/7/2007 16:24

2000 units buy of nwbt went thru'

good solid volume in the states (+21%) = nwbo

the worm has turned - back to 7.5$?

[mustau] 12/7/2007 16:21

Been buying small amounts last few days, hope it pays.

[andrbea] 12/7/2007 15:53

the big-chip company dndn (prostate cancer vaccine)
is having a bad week

nwbo is the new kid on the bvlock!


Dendreon Corp. shares fell in Thursday morning trading after an analyst downgraded the biotechnology company, saying a Securities and Exchange Commission investigation is just one of several pieces of bad news that will hurt the stock price.

JMP Securities analyst Charles Duncan now rates the stock "Market Underperform," down from "Market Perform." He expects the stock to drop to $5 over the next year, down 37 percent from Wednesday's closing price.

[gimme sunshine] 12/7/2007 15:44

make that 27%

[andrbea] 12/7/2007 15:26

just noticed
this could be exciting...

[gimme sunshine] 12/7/2007 15:19

NO ONE SPOOTED THAT THIS IS 20% UP IN THE STATES?

[andrbea] 12/7/2007 15:05

The financial angle was supported by Navid Malik, an analyst at Collins Stewart, who was quoted:" This is an unprecedented product. The whole field has opened up with this vaccine."

[andrbea] 12/7/2007 14:52

Collins Stewart analyst Navid Malik estimates that the product will generate $15m (€11m) next year (treating just 200 patients) which means a net profit for NWBT of $3.3m, while revenues for 2009 are expected to reach $36m with a $11.5m net profit for the company.

"The approval is also validation of what may come to be realised as one of the most important platform technologies in the world of cancer therapeutics," said Malik in a research note.

"The holy grail of having a vaccine which is personalised to the patients own tumour with minimal or no side effects, and substantial efficacy over current cancer drugs has been realised."

[andrbea] 12/7/2007 14:49

opens green statesside (nwbo)

3.33%

[andrbea] 12/7/2007 14:32

peer company dndn having a bad week

could make some US shareholders defect to northwest bio (based in same region, Puget Sound, and, in contrast, bio's claims stand up...)

[gimme sunshine] 12/7/2007 08:59

All gone very quiet here, still seems to be generae lots of comment in the US

[andrbea] 12/7/2007 08:00

nice turnover

seems the cost is comparable to existing drugs

DCVax is a platform technology which Northwest is developing for a range of cancers. A phase III trial in prostate cancer is ready to begin, following encouraging results from earlier studies, while US regulators have given the go-ahead for research in five other cancers, including lung.

Each DCVax treatment is personalised, and made by combining a patient's own master immune cells with cancer biomarkers found on his or her tumour. When injected back in to the patient, it mobilises the immune system to attack the tumour.

Northwest said using its manufacturing process, a single run can produce at least three years of personalised treatments for a particular patient, keeping costs down. The vaccine can be priced in a range comparable to other cancer drugs, it added.

[gimme sunshine] 11/7/2007 16:23

From Drug researcher.com

Looks like the cost is about $75,000 per patient


Collins Stewart analyst Navid Malik estimates that the product will generate $15m (€11m) next year (treating just 200 patients) which means a net profit for NWBT of $3.3m, while revenues for 2009 are expected to reach $36m with a $11.5m net profit for the company.