We had a chance to host the BNTX mgmt team on Monday (04/06/20) for a 1hr+ discussion w slides on their COVID program.
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Today, we held a virtual NDR with Ugur Sahin, CEO and Özlem Türeci, CMO of BNTX at 10:30AM EST.
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).
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.
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.
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