Heading into our NDR w AVDL this Friday (4/3), we wanted to flag our Xyrem Carve Out Deep Dive that looked into whether or not AVDL can carve out JAZZ's dosing patents (we think they have a reasonable shot).
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Before we dig in, we wanted to flag our recent webcast ft. Chris Senyek that had our illustrative US projections of total # of 1) diagnosed cases 2) deaths and case peak: (April-May) due to COVID-19 that’s generated a lot of positive feedback.
BNTX PR’ed their FY 2019 earnings today (3/31/20). Here are the 3 things you should know.
Over the last few days we’ve been getting a fair amount of Q’s on HCQ in COVID-19, especially after updated data from the French Gautret group this weekend (we have our reservations on trusting anything from that group at this point).
The Wolfe Healthcare team hosts a webcast on alternate Fridays at 10:30AM ET to discuss healthcare news and themes for the week. Presenting analysts include Justin Lake (Healthcare Services), Steve Baxter (Healthcare Technology & Distribution), Tim Anderson (Global Pharma), Akash Tewari (SMID Cap Biotech & Spec Pharma), and Steve Beuchaw (Life Science Tools & Dental).
Today BMRN just posted another ph.3b trial, (primary completion Dec 2021) for Valrox that we wanted to quickly flag. This open-label trial will study the efficacy of prophy steroids & Valrox at a 6E13 dose. Additionally, the trial will study the safety including liver inflammation and generation of anti-F8 antibodies.
Akash Tewari hosts a webcast to discuss the following: What are the current US and ex-US cases telling us? What will ultimately reduce transmission rates? When do we expect US cases to peak? Will the US healthcare system be able to sustain future cases? Will COVID-19 be seasonal and can we expect a summer slow-down? Can patients get re-infected with COVID-19 and what are current studies on short-term and long-term immunity telling us?What's the mutation risk for COVID-19? Can we expect a COVID-19 recurrence? Risk for endemic or future pandemic events?
Today (3/25) we have been getting a lot of inbound Qs on MYL’s exposure to India, given the news of the country wide lockdown. We reached out to MYL on this and they noted that they are continuing to operate their manufacturing plants as they are deemed ‘essential business’... but will continue to monitor the situation closely. Here is MYL’s response: “Pharmaceutical manufacturing facilities in India are deemed an essential service and exempt from the country-wide lockdown. Accordingly, Mylan continues to operate its manufacturing facilities without significant disruption in service to the many patients who rely on Mylan's medicines while simultaneously taking proactive measures to protect the wellbeing of its workforce. We’re continuing to monitor developments closely as the situation continues to evolve.”
We want to be very clear: our report today is NOT meant to make light of the seriousness of COVID-19. In fact, our work illustrates how important it is to follow smart practices such as social distancing & not “reopen” the country too soon (our base scenario assumes a “lockdown” through April& 1H May). Smart policy decisions over the next few weeks will absolutely save lives.
Akash Tewari hosts a webcast to discuss the following: Why the SARS-CoV-2 virus is so transmittable and how it compares to past epidemic, What are the critical steps in the virus' life cycle that make for good drug targets?, What drives mortality in patients? Is it the virus, or their specific immune systems?, Overview of all the ways biotech is trying to 'treat' the virus, and the timelines for each and Will antivirals like Remdesivir and Favipiravir work? What about that 1930's malaria drug, Chloroquine? Why could and old drug work in a new disease and What about antibodies?
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