Shout out to our resident Gamecock... Gotta say I'
Post# of 72445
Posted On: 08/22/2015 6:21:35 PM
Shout out to our resident Gamecock... Gotta say I'm getting excited for college football myself. Root on the PAC 12 --- love me a high-powered offense. Now if only they can win the Big Game. Still, I think the Q of football in the league is approaching the SEC. Hope we see more inter-conf games.
Repost below from IHUB. In resp to frrol on dosing, an ABX story and a BARRONS piece on immuno-onc advances.
//
Yeah dosing is everything. Here's s story how it went oh so wrong initially -- but now drug has been resurrected to treat another condition.
http://blogs.sciencemag.org/pipeline/archives...of-tgn1412
//
Also a new ABX story in The Guardian
"The Race to Stop the Silent Tsunami Facing Modern Medicine"
With deaths from antibiotic resistance far outstripping even those of epidemics such as Ebola, scientists are desperate to discover new classes of antibiotics
http://www.theguardian.com/society/blog/2015/...n-medicine
//
And in Barron's: "Cancer: The New Cure" article
Have to Google first to get Full / mostly on Immuno-Oncology but a good read... Covers all the Big Pharmas. Exciting to think Kevetrin might soon be in the Cancer-Killer discussion. Stand-alone, or combo. Also recall Leo in his last PR emphasized K / Imm-Onc combos.
FROM PR
"Additionally, research indicates that Kevetrin is not likely to alter hematological parameters, which would give Cellceutix the opportunity to combine an immunotherapy with Kevetrin for its maximum outcome. In this approach, Cellceutix believes Kevetrin can provide a significant advantage over other drugs in immuno-oncology combination studies."
http://cellceutix.com/cellceutixs-clinical-tr...IXBPK.dpuf
BARRONS
August 22, 2015 Cancer: The New Cure
By Bill Alpert
http://www.barrons.com/articles/cancer-the-ne...1440227505
EXCERPTS
Immuno-oncology products could eventually ring up annual sales worth tens of billions of dollars for pharmaceutical companies that have struggled with patent expirations on previous blockbusters.
[...]
BRISTOL VALUATION
JPMorgan analyst Chris Schott points out in a recent note that Bristol shares trade at almost 30 times his estimate for 2016 earnings of $2.25 a share. That’s a 50% premium to other large U.S. drugmakers -- and that group already enjoys a multiple above stocks in the Standard & Poor’s 500 index. Still, the JPMorgan analyst thinks the cancer drugs will help Bristol grow earnings nearly 20% a year through 2020. As investors come around to that view, he believes the stock can rise from last week’s $61.07 to $75.
[...]
MERCK VALUATION
Bulls like UBS analyst Marc Goodman think Merck can revive its sales growth with new vaccines and promising drug candidates for hepatitis, diabetes, and Alzheimer’s. And he sees Keytruda sales rising from around $650 million this year to at least $4.5 billion in 2020. At $55.77, Merck’s stock goes for less than 15 times the $3.85 in per-share earnings that Goodman forecasts for 2016. After a few more years of no growth with revenue near $40 billion, he bets Merck will bust out to $50 billion in sales by 2020. Goodman believes Merck stock is worth at least 20% more than the recent price.
[...]
ROCHE VALUATION
With over half of Roche revenue coming from anticancer treatments like Avastin, Herceptin, and Rituxan, the Swiss firm has an oncology franchise that it’s fortifying with I-O candidates in addition to atezolizumab. The I-O category has the biggest sales potential of anything in Roche’s pipeline, according to Société Générale analyst Justin Smith, who initiated coverage of Roche this year with a Buy recommendation. On the Zurich bourse, the stock goes for 260.70 Swiss francs ($274), 16 times Smith’s estimate for 2016 earnings of CHF16.6 a share. He sees it rising by more than 25% to CHF330.
FINAL PARA
So the I-O market is starting to look like it could get crowded. But it also looks like we’re finally starting to outsmart cancer, which could make the market huge. Needless to say, both outcomes would be great for patients. “I’ve never seen anything like this,” says Roche researcher Dan Chen. “This is the beginning of a very special time in the history of oncology.”
Repost below from IHUB. In resp to frrol on dosing, an ABX story and a BARRONS piece on immuno-onc advances.
//
Yeah dosing is everything. Here's s story how it went oh so wrong initially -- but now drug has been resurrected to treat another condition.
http://blogs.sciencemag.org/pipeline/archives...of-tgn1412
//
Also a new ABX story in The Guardian
"The Race to Stop the Silent Tsunami Facing Modern Medicine"
With deaths from antibiotic resistance far outstripping even those of epidemics such as Ebola, scientists are desperate to discover new classes of antibiotics
http://www.theguardian.com/society/blog/2015/...n-medicine
//
And in Barron's: "Cancer: The New Cure" article
Have to Google first to get Full / mostly on Immuno-Oncology but a good read... Covers all the Big Pharmas. Exciting to think Kevetrin might soon be in the Cancer-Killer discussion. Stand-alone, or combo. Also recall Leo in his last PR emphasized K / Imm-Onc combos.
FROM PR
"Additionally, research indicates that Kevetrin is not likely to alter hematological parameters, which would give Cellceutix the opportunity to combine an immunotherapy with Kevetrin for its maximum outcome. In this approach, Cellceutix believes Kevetrin can provide a significant advantage over other drugs in immuno-oncology combination studies."
http://cellceutix.com/cellceutixs-clinical-tr...IXBPK.dpuf
BARRONS
August 22, 2015 Cancer: The New Cure
By Bill Alpert
http://www.barrons.com/articles/cancer-the-ne...1440227505
EXCERPTS
Immuno-oncology products could eventually ring up annual sales worth tens of billions of dollars for pharmaceutical companies that have struggled with patent expirations on previous blockbusters.
[...]
BRISTOL VALUATION
JPMorgan analyst Chris Schott points out in a recent note that Bristol shares trade at almost 30 times his estimate for 2016 earnings of $2.25 a share. That’s a 50% premium to other large U.S. drugmakers -- and that group already enjoys a multiple above stocks in the Standard & Poor’s 500 index. Still, the JPMorgan analyst thinks the cancer drugs will help Bristol grow earnings nearly 20% a year through 2020. As investors come around to that view, he believes the stock can rise from last week’s $61.07 to $75.
[...]
MERCK VALUATION
Bulls like UBS analyst Marc Goodman think Merck can revive its sales growth with new vaccines and promising drug candidates for hepatitis, diabetes, and Alzheimer’s. And he sees Keytruda sales rising from around $650 million this year to at least $4.5 billion in 2020. At $55.77, Merck’s stock goes for less than 15 times the $3.85 in per-share earnings that Goodman forecasts for 2016. After a few more years of no growth with revenue near $40 billion, he bets Merck will bust out to $50 billion in sales by 2020. Goodman believes Merck stock is worth at least 20% more than the recent price.
[...]
ROCHE VALUATION
With over half of Roche revenue coming from anticancer treatments like Avastin, Herceptin, and Rituxan, the Swiss firm has an oncology franchise that it’s fortifying with I-O candidates in addition to atezolizumab. The I-O category has the biggest sales potential of anything in Roche’s pipeline, according to Société Générale analyst Justin Smith, who initiated coverage of Roche this year with a Buy recommendation. On the Zurich bourse, the stock goes for 260.70 Swiss francs ($274), 16 times Smith’s estimate for 2016 earnings of CHF16.6 a share. He sees it rising by more than 25% to CHF330.
FINAL PARA
So the I-O market is starting to look like it could get crowded. But it also looks like we’re finally starting to outsmart cancer, which could make the market huge. Needless to say, both outcomes would be great for patients. “I’ve never seen anything like this,” says Roche researcher Dan Chen. “This is the beginning of a very special time in the history of oncology.”
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