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.
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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.
Today at 10:30AM EST we will be doing a live webcast on the therapeutic approaches being worked on to fight the Coronavirus, including what's 'hype' and what's 'reality' + the impt. catalysts to track going forward.
Sage has put together a revised plan for getting ‘217 onto the market. On our end, while Sage has absolutely been a painful name to own post the phIII MOUNTAIN failure, today’s updates 1) gives some much needed updates on the path forward 2) remove at least a temporary financing overhang... cash on balance sheet will support operations until 2022…so AFTER the new readouts. Sage will update its capital allocation strategy on the 1Q call
Yesterday (3/16/20), an article came out of China that noted Chinese researchers have completed some clinical studies of Favirpiravir (an antiviral) which showed that treated pts recovered from COVID-19 more quickly, and their lung conditions were better improved than the control group.
We are initiating on VRTX with an outperform rating and a PT of $282, implying upside of 28% over the close price of $220.34 on 3/11/20.
We are initiating on IGMS with an outperform rating and a PT of $75, implying upside of 43% over the close price of $52.32 on 3/11/20.
We are initiating on ALXN with an Outperform rating and a PT of $140, implying upside of 67% over the close price of $83.77 on 3/11/20. This is our top idea for 2020 in our Biotech Coverage.
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