(Total Views: 594)
Posted On: 10/31/2019 5:50:56 AM
Post# of 154756
INTERVIEW SUMMARY
- Complete submission of BLA in December, approval 2Q.
- Licensing agreement with COMMERCIALIZATION company: 90m milestones with small amount up-front [...] "hope to have it finalized IN THE NEXT FEW WEEKS.
- mTNBC: CTC results of first patient - 3rd CTC readout soon (next week); 3 patients (results in ~50 days) should suffice for breakthrough designation; NP's mother-in-law screened and qualified for injection, few days away from injection.
- NASH update: Results of larger animal study (5-months at Cleveland Clinic) might prompt a lucrative licensing-agreement for NASH with BP; already in talks, waiting for results. Last licensing agreements in NASH with animal results were around 1b.
- Need another 7-8m to get to the end of year (through preferred shares or another TO...). Funding won't be a problem.
- Many catalysts this year: cancer, CROI (15 Nov acceptance), US-army prevention study, Thai prevention study, licensing agreements, cure potential with Dr. Jonah Sasha (publication of his article by end of year or 1Q 2020); FDA meeting for pivotal mono most likely in November; multiple inflection points.
- Complete submission of BLA in December, approval 2Q.
- Licensing agreement with COMMERCIALIZATION company: 90m milestones with small amount up-front [...] "hope to have it finalized IN THE NEXT FEW WEEKS.
- mTNBC: CTC results of first patient - 3rd CTC readout soon (next week); 3 patients (results in ~50 days) should suffice for breakthrough designation; NP's mother-in-law screened and qualified for injection, few days away from injection.
- NASH update: Results of larger animal study (5-months at Cleveland Clinic) might prompt a lucrative licensing-agreement for NASH with BP; already in talks, waiting for results. Last licensing agreements in NASH with animal results were around 1b.
- Need another 7-8m to get to the end of year (through preferred shares or another TO...). Funding won't be a problem.
- Many catalysts this year: cancer, CROI (15 Nov acceptance), US-army prevention study, Thai prevention study, licensing agreements, cure potential with Dr. Jonah Sasha (publication of his article by end of year or 1Q 2020); FDA meeting for pivotal mono most likely in November; multiple inflection points.
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