Biotechnology & Drugs

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ciappola N° messaggi: 4000 - Iscritto da: 20/7/2007
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Biotecnologie: scommessa o investimento?

La richiesta di attrezzature mediche, di nuovi farmaci, di terapie innovative per combattere le malattie legate all’invecchiamento aumenta senza sosta.

Se affrontato con cognizione e professionalità, e soprattutto con una visione di medio-lungo termine, l’investimento in biotecnologia permette senza dubbio sonni tranquilli: le sottolineo come nel 1989 il fatturato della biotecnologia era US$ 2,7 miliardi. Nel 2008 le case biotech hanno incassato US$ 90 miliardi. Questi numeri, uniti al fatto che attualmente vi sono più di 800 i farmaci biotech nelle varie fasi di sviluppo per malattie come cancro, alzheimer, malattie cardiovascolari, diabete, sclerosi multipla ed artrite dovrebbero far capire agli investitori come i titoli biotech rappresentino un’opportunità d’investimento paragonabile agli investimenti fatti nelle case farmaceutiche tradizionali nei anni ’60-’80. Un investimento sicuro fondato su solide basi.

estratto di un articolo comparso su Soldionline al link

http://www.soldionline.it/notizie/economia-politica/biotecnologie-scommessa-o-investimento

sono aperte discussioni, ricerche, riflessioni!

Indici:  Nasdaq Biotechnology e Nasdaq Health Care

http://www.google.com/finance?catid=us-52981623&start=0&num=20





Lista Commenti
4211 Commenti
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41 di 4211 - 17/2/2010 15:40
ciappola N° messaggi: 4000 - Iscritto da: 20/7/2007
aumentata quota in Adeona Pharma
42 di 4211 - 17/2/2010 16:13
ciappola N° messaggi: 4000 - Iscritto da: 20/7/2007
Quotando: ciappolaa proposito di CEL-SCI c'era il barbatrucco nel bilancio...
"Il guadagno sul reddito netto disponibile agli azionisti per il trimestre conclusosi il 31 dicembre 2009 è dovuta alla contabilità derivati"

tuttavia 0,1 usd su 0,6 di prezzo non son pochi e serviranno assai
il mercato vede un pò diversamente ma il recupero finale lascia magini di ripensamento



bene, +30%
l'avevo vista giusta
43 di 4211 - 17/2/2010 18:39
ciappola N° messaggi: 4000 - Iscritto da: 20/7/2007
porto a casa un pò di gain d RNN, entrato su AGEN Antigenics
44 di 4211 - 18/2/2010 23:30
ciappola N° messaggi: 4000 - Iscritto da: 20/7/2007
news su antigenics

February 18, 2010 07:00 AM Eastern Time
Antigenics Reports Fourth Quarter and Year End 2009 Financial Results

Conference Call Scheduled for Today at 11:00 a.m. Eastern Time

LEXINGTON, Mass.--(BUSINESS WIRE)--Antigenics Inc. (NASDAQ: AGEN) reported today its results for the quarter and year ended December 31, 2009. The company reported net income attributable to common stockholders of $1.7 million, or $0.02 per share, basic and diluted, for the fourth quarter of 2009, compared with net income attributable to common stockholders in the fourth quarter of 2008 of $3.9 million, or $0.06 per share, basic and diluted. For the year ended December 31, 2009, the company incurred a net loss attributable to common stockholders of $31.1 million, or $0.39 per share, basic and diluted, compared with a net loss attributable to common stockholders of $31.6 million, or $0.50 per share, basic and diluted, for the year ended December 31, 2008. The company’s net cash burn (cash used in operating activities plus capital expenditures and dividend payments) for the years ended December 31, 2009 and 2008 was $25.2 million and $29.9 million, respectively. The 2009 net cash burn primarily reflects the company’s efforts to support Oncophage® (vitespen), the company’s novel patient-specific cancer vaccine, in Russia, Europe, and other territories, while also executing cost containment efforts. Cash, cash equivalents and short-term investments amounted to $30.1 million as of December 31, 2009.

Corporate Update

* Under the direction of Andrew Parsa, MD, PhD, the Brain Tumor Research Center at the University of California, San Francisco (UCSF), continues to conduct two Phase 2 clinical trials testing Oncophage in recurrent and newly-diagnosed glioma patients. The investigator-sponsored studies will evaluate median overall survival, progression-free survival and immunologic response. This trial is sponsored by the National Institutes of Health (NIH) and patient advocacy groups. Glioma is a difficult-to-treat type of brain tumor for which there are currently no curative treatment options.
* The first 20 Phase 2 recurrent glioma patients treated with Oncophage showed a median survival of 10.1 months, with at least six patients (30 percent) surviving 12 months or longer. These early clinical data appear to compare favorably with the long-established historical median survival of 6.5 months, and with the recently reported median survival of 9.2 months1 with Avastin® (bevacizumab) in patients with recurrent high-grade glioma. Further data updates are anticipated in the first half of 2010.
* Antigenics continues to explore government reimbursement and local partnerships for Oncophage in the treatment of intermediate-risk renal cell carcinoma (RCC), or kidney cancer, in Russia. Antigenics is also exploring the possibility of making Oncophage available to patients in various territories through named patient and similar programs.
* Last fall, the Committee for Medicinal Products for Human Use (CHMP) of the European Medicines Agency issued a negative opinion on the marketing authorization application for Oncophage in early-stage, localized RCC. Antigenics continues to evaluate its options to determine its strategy for Oncophage in Europe.
* Approximately 15 vaccines containing Antigenics’ QS-21 investigational adjuvant are in clinical-stage development by partners such as GlaxoSmithKline. Phase 3 programs include vaccines for malaria, melanoma and non-small cell lung cancer. Antigenics is entitled to receive milestone payments as these vaccine programs advance in development as well as royalties for at least 10 years after commercial launch. The cost of developing and marketing these vaccines will be assumed entirely by the company’s licensees.
* Antigenics continues to make efforts to contain costs and currently anticipates that its net cash burn in 2010 will be in the $16-18 million range. At the company’s current net cash burn rate, it has sufficient funds to sustain operations at least into the second half of 2011.

Conference Call Information

Antigenics executives will host a conference call at 11:00 a.m. Eastern Time today. To access the live call, dial 877.762.5772 (domestic) or 706.643.6986 (international); the access code is 56756319. The call will also be webcast and will be accessible from the company’s website at www.antigenics.com/webcast/. A replay will be available approximately two hours after the call through midnight Eastern time on August 18, 2010. The replay number is 800.642.1687 (domestic) or 706.645.9291 (international), and the access code is 56756319. The replay will also be available on the company’s website approximately two hours after the live call.

About Antigenics

Antigenics is a biotechnology company working to develop treatments for cancers and infectious diseases. For more information, please visit www.antigenics.com.

45 di 4211 - 19/2/2010 10:55
ciappola N° messaggi: 4000 - Iscritto da: 20/7/2007
vedo che il settore interessa a pochi.

meglio così, quando interesserà a molti, troppi, sarà ormai maturo.

il mio portafoglio intanto è fatto.
46 di 4211 - 22/2/2010 16:08
ciappola N° messaggi: 4000 - Iscritto da: 20/7/2007
CEL-SCI Study Shows CEL-2000 Vaccine Blocks Progression of Rheumatoid Arthritis

Statistically Significant Findings Published in Prestigious Journal of International Immunopharmacology
VIENNA, Va., Feb. 22 /PRNewswire-FirstCall/ -- CEL-SCI Corporation (NYSE CVM) and their scientific collaborators announced today that the Company's CEL-2000 vaccine demonstrated that it is able to block the progression of rheumatoid arthritis (RA) in a mouse model. The results were published in the scientific peer-reviewed Journal of International Immunopharmacology (online edition) in an article titled "CEL-2000: A Therapeutic Vaccine for Rheumatoid Arthritis Arrests Disease Development and Alters Serum Cytokine / Chemokine Patterns in the Bovine Collagen Type II Induced Arthritis in the DBA Mouse Model" with lead author Dr. Daniel Zimmerman. The study was co-authored by scientists from CEL-SCI, Washington Biotech, Northeastern Ohio Universities Colleges of Medicine and Pharmacy (NEOUCOMP) and Boulder BioPath.

CEL-2000, administered after disease (RA) symptoms had started, prevented, in a statistically significant manner, the further development of arthritic conditions, including joint swelling and deformation, bone and cartilage changes and was accompanied by serum cytokine alterations over the CEL-2000 treatment period with comparable or better activity than the well accepted etanercept (Enbrel®) therapy. The mode of action is very consistent with the findings of induction of IL-12 followed by interferon gamma and an inhibition of TNF-alpha and IL-17 production. TNF-alpha and IL-17 are both key cytokines for induction of the pathology seen in rheumatoid arthritis and TNF-alpha is the target of many current RA therapies such as Enbrel, Remicaid, and Humaria. The protection effect mediated by CEL-2000 treatment against RA was also demonstrated histologically with significant reductions in: 1) inflammation, 2) cartilage destruction, 3) bone resorption, and 4) pannus membrane formation in the synovial space compared to untreated controls.

Geert Kersten, Chief Executive Officer of CEL-SCI said, "These experimental results were achieved through a reduction of the inflammatory response that is known to attack the patients' joints. The mode of action of CEL-2000 in RA appears to be similar to our new investigational therapy for H1N1 hospitalized patients, as it attempts to avoid the excess TNF-alpha and other pro-inflammatory cytokines. We feel that this new data is encouraging both for this rheumatoid arthritis vaccine as well as in support of our H1N1 treatment currently under development."

In these studies, mice were injected with collagen to induce the autoimmune (RA) disease. Therapy with Enbrel or CEL-2000 was initiated after disease (RA) symptoms have been established and treatment continued for 28 days after the initiation of a significant, uniform, and measurable level of arthritic disease in groups of mice. CEL-2000 was administered only twice, however Enbrel had to be administered every other day for the 28 day study period (as indicated for Enbrel use). The extent of disease, as measured by deformation of foot joints (Arthritic Index (AI) score), of untreated animals and any improvements resulting from CEL-2000 and Enbrel treated animal were then compared. In another study, CEL-2000 was administered 5 times over a 70 day period and the animals were monitored for a total study period of 90 days. In each case, CEL-2000 treatment proved effective in blocking progression of disease (RA) with statistically significant reduction in AI score compared to controls. The CEL-2000 treatment was deemed safe and well tolerated without any reported adverse effects related to treatment.

The CEL-2000 treatment appeared to change the course of the immune response in the diseased (RA) animals, limiting the development of the destructive action of Th17 and tumor necrosis factor alpha (TNF-alpha). Analysis of serum levels of 21 cytokines/chemokines after 10 days of CEL-2000 treatment indicated reductions in the characteristic cytokine markers of rheumatoid arthritis, TNF-alpha and IL-17, as well as IL-6, and MCP-1. A number of cytokine changes were also seen with Enbrel treatment, but to a lesser degree than that seen with CEL-2000 treatment.

CEL-2000 may also offer a number of potential advantages over existing rheumatoid arthritis treatments, such as Enbrel. Data collected in the animal studies conducted with CEL-2000 demonstrated that CEL-2000 is an effective treatment against rheumatoid arthritis even with administration of many fewer treatments than for example Enbrel. CEL-2000 is also potentially a more disease-type specific therapy, should be significantly less expensive to manufacture, and finally, CEL-2000 could also be useful for patients who are not able to take or who may be unresponsive to other existing anti-arthritis therapies.

This research featured the multidisciplinary team of collaborators bringing to the project expertise of several different animal models of arthritis (Washington Biotech), long time association with modern molecular therapies and evaluation for RA (Bolder Biopath), experience with other LEAPS immunogens, and experience and expertise studying cytokines and with mechanistic studies of the LEAPS technology (NEOUCOMP), and peptide technologies (21st Century Biochemicals) to complement the expertise of the CEL-SCI researchers.

Rheumatoid arthritis treatments comprise an approximately $13 billion market. Enbrel, a leading rheumatoid arthritis treatment sold by Amgen and Wyeth, reported US sales in 2007 of about $3.2 billion. Enbrel is a soluble recombinant protein of a human TNF-alpha receptor linked to human IgG Fc. In some cases, human or humanized monoclonal antibodies specific against TNF-alpha have also been used for therapy in rheumatoid arthritis. These therapies remove or inactivate TNF-alpha, a natural human cytokine required in many immune functions for normal defenses.

CEL-SCI's rheumatoid arthritis vaccine CEL-2000 was discovered as part of work with the Company's ongoing research and development activities with its L.E.A.P.S.™ (Ligand Epitope Antigen Presentation System) technology. L.E.A.P.S. is a novel T-cell modulation platform technology that enables CEL-SCI to design and synthesize proprietary immunogens. Any disease for which an antigenic sequence has been identified, such as infectious, parasitic, malignant or autoimmune diseases and allergies, are potential therapeutic or preventive sites for the application of L.E.A.P.S. technology.

The concept behind the L.E.A.P.S. technology is to directly mimic cell-cell interactions and activate immune cells with synthetic peptides. The L.E.A.P.S. constructs containing the antigenic disease epitope linked to a immune-cell binding ligand (ICBL) can be manufactured by peptide synthesis or by covalently linking the two peptides. Depending upon the type of L.E.A.P.S. construct and ICBL used, CEL-SCI is able to direct the outcome of the immune response towards the development of T-cell function with primarily effector T-cell functions (T Lymphocyte; helper/effector T lymphocyte, type 1 or 2 [Th1 or Th2], cytotoxic [Tc] or suppressor [Ts]). Therefore, it would appear that the L.E.A.P.S. construct represents a chimeric peptide with bi-functional behavior.

Additional details including the full publication with color photomicrographs of tissue sections, tables and figures are available at http://dx.doi.org/10.1016/j.intimp.2009.12.016.

47 di 4211 - 22/2/2010 18:38
axel06 N° messaggi: 1866 - Iscritto da: 13/2/2008
Quotando: ciappolavedo che il settore interessa a pochi.

meglio così, quando interesserà a molti, troppi, sarà ormai maturo.

il mio portafoglio intanto è fatto.



no, interessa.

troppe notizie in inglese e pochi grafici.

forse...

ciao!!
48 di 4211 - 22/2/2010 22:35
ciappola N° messaggi: 4000 - Iscritto da: 20/7/2007
Quotando: axel06
Quotando: ciappolavedo che il settore interessa a pochi.
meglio così, quando interesserà a molti, troppi, sarà ormai maturo.
il mio portafoglio intanto è fatto.


no, interessa.
troppe notizie in inglese e pochi grafici.
forse...
ciao!!



sto seguendo il settore da qualche settimana, tutte le news sui titoli sotto osservazione e le considerazioni degli analisti. sto capendo alcune cose ma potrebbero contare poco magari cambiare le opinioni in men che non si dica.
riepilogo le sonsiderazioni attuali:
- i grafici servono a poco, o per lo meno non ti servono a capire l'andamento immediato;
- al limite ti possono servire per capire a quanto sono, che livelo di considerazione hanno tra gli analisti/istituzionali e se possono esserci prospettive +/- considerevoli sulla crescita del titolo tenuto conto (importantissimo) della attuale capitalizzazione del titolo;
- i titoli sono estremamente imprevedibili, del tipo un giorno -5% e quello successivo +20%;
- le news sono estremamente importanti in quanto l'evoluzione del titolo dipende dallo stato di avanamento degli studi sui singoli farmaci e ogni piccolo elemento che possa accertare il livello di efficacia degli stessi;
- importante verificare quanti farmaci sono sotto studio e a che fase sono arrivati (meglio in fase II o tra II e III);
- ramo/malattia del farmaco in fase di sviluppo implica automaticamente prospettive di ritorno dello stesso. I costi per la ricerca si sostengono prima, i ricavi dalla vendita (o anche eventualmente royalties) portano utili quasi per intero;
- le grandi pharma sono strette tra esigenz di bilancio e contenimento dei costi per cui la ricerca la fanno altri. Pr cui possibili "scoperte" non le faranno le varie Amgen, Glaxo, ecc ma altri.
- tra molte che finiranno alle soglie del cent di usd ce ne saranno altre che probabilmente potrebbero esplodere in seguito a studi andati a buon fine.
- ogni elemento può indurre la sensazione dell'avvicinamento della eventuale commercializzazione e utilizzo/diffusione dei farmaci;
-1° passo:l'ottenimento della licenza sul farmaco studiato che implica l diritto sullo stesso;

questo è a quanto sono arrivato ora. Continuerò a sviluppare l'idea e ad aggiornarmi.
a tutti quelli che seguono il settore non posso che raccomandare estrema prudenza, diversificazione e invito a disilludersi dai facili entusiasmi perchè è un investimento che implica un approccio estremamente diverso da quello che si ha su titoli "normal"...
49 di 4211 - 22/2/2010 22:43
lucabrix N° messaggi: 3393 - Iscritto da: 23/8/2009
Quotando: ciappolavedo che il settore interessa a pochi.

meglio così, quando interesserà a molti, troppi, sarà ormai maturo.

il mio portafoglio intanto è fatto.



A me interessa e seguo il settore
Una mia idea: vista la brillante escalation che ha avuto lo scorso anno OGXI sarebbe interessante focalizzare le motivazioni che hanno dato carburante al titolo per vedere se a livello potenziale esiste qualcosa di analogo anche nell'attuale portafoglio titoli del settore
50 di 4211 - 22/2/2010 23:07
axel06 N° messaggi: 1866 - Iscritto da: 13/2/2008
Quotando: ciappola
Quotando: axel06
Quotando: ciappolavedo che il settore interessa a pochi.
meglio così, quando interesserà a molti, troppi, sarà ormai maturo.
il mio portafoglio intanto è fatto.


no, interessa.
troppe notizie in inglese e pochi grafici.
forse...
ciao!!



sto seguendo il settore da qualche settimana, tutte le news sui titoli sotto osservazione e le considerazioni degli analisti. sto capendo alcune cose ma potrebbero contare poco magari cambiare le opinioni in men che non si dica.
riepilogo le sonsiderazioni attuali:
- i grafici servono a poco, o per lo meno non ti servono a capire l'andamento immediato;
- al limite ti possono servire per capire a quanto sono, che livelo di considerazione hanno tra gli analisti/istituzionali e se possono esserci prospettive +/- considerevoli sulla crescita del titolo tenuto conto (importantissimo) della attuale capitalizzazione del titolo;
- i titoli sono estremamente imprevedibili, del tipo un giorno -5% e quello successivo +20%;
- le news sono estremamente importanti in quanto l'evoluzione del titolo dipende dallo stato di avanamento degli studi sui singoli farmaci e ogni piccolo elemento che possa accertare il livello di efficacia degli stessi;
- importante verificare quanti farmaci sono sotto studio e a che fase sono arrivati (meglio in fase II o tra II e III);
- ramo/malattia del farmaco in fase di sviluppo implica automaticamente prospettive di ritorno dello stesso. I costi per la ricerca si sostengono prima, i ricavi dalla vendita (o anche eventualmente royalties) portano utili quasi per intero;
- le grandi pharma sono strette tra esigenz di bilancio e contenimento dei costi per cui la ricerca la fanno altri. Pr cui possibili "scoperte" non le faranno le varie Amgen, Glaxo, ecc ma altri.
- tra molte che finiranno alle soglie del cent di usd ce ne saranno altre che probabilmente potrebbero esplodere in seguito a studi andati a buon fine.
- ogni elemento può indurre la sensazione dell'avvicinamento della eventuale commercializzazione e utilizzo/diffusione dei farmaci;
-1° passo:l'ottenimento della licenza sul farmaco studiato che implica l diritto sullo stesso;

questo è a quanto sono arrivato ora. Continuerò a sviluppare l'idea e ad aggiornarmi.
a tutti quelli che seguono il settore non posso che raccomandare estrema prudenza, diversificazione e invito a disilludersi dai facili entusiasmi perchè è un investimento che implica un approccio estremamente diverso da quello che si ha su titoli "normal"...



ti quoto in pieno.

51 di 4211 - Modificato il 22/2/2010 23:28
ciappola N° messaggi: 4000 - Iscritto da: 20/7/2007
Quotando: lucabrix
Quotando: ciappolavedo che il settore interessa a pochi.

meglio così, quando interesserà a molti, troppi, sarà ormai maturo.

il mio portafoglio intanto è fatto.



A me interessa e seguo il settore
Una mia idea: vista la brillante escalation che ha avuto lo scorso anno OGXI sarebbe interessante focalizzare le motivazioni che hanno dato carburante al titolo per vedere se a livello potenziale esiste qualcosa di analogo anche nell'attuale portafoglio titoli del settore



ecco la verifica di quanto dicevo.se vai su google finance al codice OGXI e prendi il grafico settando le news vedi che il balzo da 2,4 a 7 usd è avvenuto in seguito a questa news:

Isis Announces That OGX-011 Has Shown Overall Survival Advantage in Prostate Cancer Compared to Standard Therapy in a Randomized Phase 2 Study

CARLSBAD, Calif., Dec. 3 /PRNewswire-FirstCall/ -- Isis Pharmaceuticals, Inc. (Nasdaq: ISIS) announced today that OncoGenex Pharmaceuticals, Inc. provided positive survival results from a randomized Phase 2 clinical trial of OGX-011 in combination with docetaxel and prednisone ("the OGX-011 arm") compared to docetaxel and prednisone alone ("the control arm") for first-line treatment of metastatic castrate resistant prostate cancer. The current 10.6 month median overall survival advantage observed in the OGX-011 arm represents an increase over the median survival observed in the control arm. OGX-011 was jointly discovered by Isis and the initial development was conducted by Isis and OncoGenex. OGX-011 is now being developed by OncoGenex.

"The progress our partners are making with antisense drugs discovered using Isis' antisense technology demonstrates the value of our technology to create drugs that are first-in-class and may provide new treatment options in a broad range of diseases, including cancer," said Stanley Crooke, Chairman and Chief Executive Officer of Isis. "We are encouraged by the latest results from OGX-011 and look forward to OncoGenex announcing the full results of the study next year."

According to OncoGenex' announcement, the Phase 2 randomized study in 82 patients with metastatic or locally recurring prostate cancer refractory to hormone therapy showed a median survival of 27.5 months for the patients in the OGX-011 arm and 16.9 months for patients in the control arm. Results currently indicate that patients in the OGX-011 arm have a death rate approximately 40% lower than patients in the control arm. The current results were based on study data with a median follow-up of approximately 30 months for both arms. OncoGenex indicates that additional survival updates will be needed before mature median survival for the OGX-011 arm can be reported. Based on the current results, OncoGenex has calculated that the final median survival for patients in the OGX-011 arm cannot be lower than 22.7 months. The trial was conducted and data were analyzed by the National Cancer Institute of Canada, Clinical Trials Group and was supported by a grant from the NCI-Canada with funding from the Canadian Cancer Society. For further details on the study, please see OncoGenex' release that was issued today, December 3, 2008.

ABOUT OGX-011

OGX-011 is designed to inhibit the production of clusterin, a protein that is associated with treatment resistance and is currently being evaluated in Phase 2 clinical studies in prostate, lung and breast cancer. It has received Fast Track designation from the U.S. Food & Drug Administration (FDA) in combination with docetaxel for progressive metastatic prostate cancer. Recently, the FDA confirmed the appropriateness of durable pain palliation as a primary endpoint for product marketing approval for OGX-011 as a treatment for hormone refractory prostate cancer. Earlier this year at ASCO, OncoGenex reported OGX-011 Phase 2 data showing better than expected survival results in combination with chemotherapy, reduction in levels of clusterin, durable reductions in pain, and a decline in PSA, a protein that is often elevated in patients with prostate cancer.

OGX-011 was jointly discovered by Isis and OncoGenex and until July 2, 2008 was co-developed by Isis and OncoGenex. OncoGenex is now responsible for all development costs and activities of OGX-011. Isis will receive royalties for OGX-011 ranging from 5.5% to 7% of net sales. In addition, OncoGenex will pay Isis 30% of the upfront fees and milestone payments OncoGenex receives if OncoGenex licenses OGX-011 prior to initiation of registration trials, 25% if OGX-011 is licensed before 20% of patients have been enrolled in a registration trial, 20% if OGX-011 is licensed prior to marketing approval and 15% thereafter. In addition, Isis currently owns approximately 2% of the outstanding common stock of OncoGenex.

ABOUT ISIS PHARMACEUTICALS, INC.

Isis is exploiting its expertise in RNA to discover and develop novel drugs for its product pipeline and for its partners. The Company has successfully commercialized the world's first antisense drug and has 19 drugs in development. Isis' drug development programs are focused on treating cardiovascular and metabolic diseases. Isis' partners are developing antisense drugs invented by Isis to treat a wide variety of diseases. Ibis Biosciences, Inc., Isis' majority-owned subsidiary, is developing and commercializing the Ibis T5000(TM) Biosensor System, a revolutionary system to identify infectious organisms. Isis is a joint owner of Regulus Therapeutics LLC, a joint venture focused on the discovery, development and commercialization of microRNA therapeutics. As an innovator in RNA-based drug discovery and development, Isis is the owner or exclusive licensee of over 1,500 issued patents worldwide. Additional information about Isis is available at www.isispharm.com.

This press release includes forward-looking statements regarding Isis' business, its drug discovery and development pipeline, and the therapeutic potential of OGX-011 for the treatment of cancer. Any statement describing Isis' goals, expectations, financial or other projections, intentions or beliefs is a forward-looking statement and should be considered an at-risk statement, including those statements that are described as Isis' goals. Such statements are subject to certain risks and uncertainties, particularly those inherent in the process of discovering, developing and commercializing drugs that are safe and effective for use as human therapeutics, and in the endeavor of building a business around such products. Isis' forward-looking statements also involve assumptions that, if they never materialize or prove correct, could cause its results to differ materially from those expressed or implied by such forward-looking statements. Although Isis' forward-looking statements reflect the good faith judgment of its management, these statements are based only on facts and factors currently known by Isis. As a result, you are cautioned not to rely on these forward-looking statements. These and other risks concerning Isis' programs are described in additional detail in Isis' annual report on Form 10-K for the year ended December 31, 2007, and its most recent quarterly report on Form 10-Q, which are on file with the SEC. Copies of these and other documents are available from the Company.

In this press release, unless the context requires otherwise, "Isis," "Company," "we," "our," and "us" refers to Isis Pharmaceuticals and its subsidiaries and joint venture.

Isis Pharmaceuticals is a registered trademark of Isis Pharmaceuticals, Inc. Ibis Biosciences and Ibis T5000 are trademarks of Ibis Biosciences, Inc. Regulus Therapeutics is a trademark of Regulus Therapeutics LLC.

SOURCE Isis Pharmaceuticals, Inc.

la notizia in inglese, seguono concessione licenza da FDA e accordo per la commerializzazione fino a portare il titolo alle soglie dei 40 usd poco meno di un ano dopo.
o credo che nei prossi anni la velocità dei successi nelle ricerche aumenterà considerevolmente, molto più che ne in altri settori già matura. Il tutto condito con molti insuccessi. tuttavia con buone potenzalità-
C'è un nuovo aspetto incorso di evoluzione: lo studio di farmaci del tipo "vaccino" che mirano a curare in forma preventiva la maggior parte di malattie gravi attualmente più diffuse-
52 di 4211 - 23/2/2010 00:11
ciappola N° messaggi: 4000 - Iscritto da: 20/7/2007
altra penny da seguire
NASDAQ: DARA
53 di 4211 - 23/2/2010 15:05
ciappola N° messaggi: 4000 - Iscritto da: 20/7/2007
news su Adeona:

Adeona Announces Completion of 50% Enrollment in TrimestaTM Multiple Sclerosis Clinical Trial
Sixteen Clinical Sites in the United States Currently Enrolling Patients

interio articolo al link (evito di riportarlo tutto in quanto come segnalato a ragione, gli articoli possono essere dispersivi per il 3D):
http://www.marketwire.com/press-release/Adeona-Announces-Completion-50-Enrollment-Trimesta-Multiple-Sclerosis-Clinical-Trial-AMEX-AEN-1120661.htm
54 di 4211 - 23/2/2010 17:27
lucabrix N° messaggi: 3393 - Iscritto da: 23/8/2009
Quotando: ciappola
Quotando: lucabrix
Quotando: ciappolavedo che il settore interessa a pochi.

meglio così, quando interesserà a molti, troppi, sarà ormai maturo.

il mio portafoglio intanto è fatto.



A me interessa e seguo il settore
Una mia idea: vista la brillante escalation che ha avuto lo scorso anno OGXI sarebbe interessante focalizzare le motivazioni che hanno dato carburante al titolo per vedere se a livello potenziale esiste qualcosa di analogo anche nell'attuale portafoglio titoli del settore



ecco la verifica di quanto dicevo.se vai su google finance al codice OGXI e prendi il grafico settando le news vedi che il balzo da 2,4 a 7 usd è avvenuto in seguito a questa news:

Isis Announces That OGX-011 Has Shown Overall Survival Advantage in Prostate Cancer Compared to Standard Therapy in a Randomized Phase 2 Study

CARLSBAD, Calif., Dec. 3 /PRNewswire-FirstCall/ -- Isis Pharmaceuticals, Inc. (Nasdaq: ISIS) announced today that OncoGenex Pharmaceuticals, Inc. provided positive survival results from a randomized Phase 2 clinical trial of OGX-011 in combination with docetaxel and prednisone ("the OGX-011 arm") compared to docetaxel and prednisone alone ("the control arm") for first-line treatment of metastatic castrate resistant prostate cancer. The current 10.6 month median overall survival advantage observed in the OGX-011 arm represents an increase over the median survival observed in the control arm. OGX-011 was jointly discovered by Isis and the initial development was conducted by Isis and OncoGenex. OGX-011 is now being developed by OncoGenex.

"The progress our partners are making with antisense drugs discovered using Isis' antisense technology demonstrates the value of our technology to create drugs that are first-in-class and may provide new treatment options in a broad range of diseases, including cancer," said Stanley Crooke, Chairman and Chief Executive Officer of Isis. "We are encouraged by the latest results from OGX-011 and look forward to OncoGenex announcing the full results of the study next year."

According to OncoGenex' announcement, the Phase 2 randomized study in 82 patients with metastatic or locally recurring prostate cancer refractory to hormone therapy showed a median survival of 27.5 months for the patients in the OGX-011 arm and 16.9 months for patients in the control arm. Results currently indicate that patients in the OGX-011 arm have a death rate approximately 40% lower than patients in the control arm. The current results were based on study data with a median follow-up of approximately 30 months for both arms. OncoGenex indicates that additional survival updates will be needed before mature median survival for the OGX-011 arm can be reported. Based on the current results, OncoGenex has calculated that the final median survival for patients in the OGX-011 arm cannot be lower than 22.7 months. The trial was conducted and data were analyzed by the National Cancer Institute of Canada, Clinical Trials Group and was supported by a grant from the NCI-Canada with funding from the Canadian Cancer Society. For further details on the study, please see OncoGenex' release that was issued today, December 3, 2008.

ABOUT OGX-011

OGX-011 is designed to inhibit the production of clusterin, a protein that is associated with treatment resistance and is currently being evaluated in Phase 2 clinical studies in prostate, lung and breast cancer. It has received Fast Track designation from the U.S. Food & Drug Administration (FDA) in combination with docetaxel for progressive metastatic prostate cancer. Recently, the FDA confirmed the appropriateness of durable pain palliation as a primary endpoint for product marketing approval for OGX-011 as a treatment for hormone refractory prostate cancer. Earlier this year at ASCO, OncoGenex reported OGX-011 Phase 2 data showing better than expected survival results in combination with chemotherapy, reduction in levels of clusterin, durable reductions in pain, and a decline in PSA, a protein that is often elevated in patients with prostate cancer.

OGX-011 was jointly discovered by Isis and OncoGenex and until July 2, 2008 was co-developed by Isis and OncoGenex. OncoGenex is now responsible for all development costs and activities of OGX-011. Isis will receive royalties for OGX-011 ranging from 5.5% to 7% of net sales. In addition, OncoGenex will pay Isis 30% of the upfront fees and milestone payments OncoGenex receives if OncoGenex licenses OGX-011 prior to initiation of registration trials, 25% if OGX-011 is licensed before 20% of patients have been enrolled in a registration trial, 20% if OGX-011 is licensed prior to marketing approval and 15% thereafter. In addition, Isis currently owns approximately 2% of the outstanding common stock of OncoGenex.

ABOUT ISIS PHARMACEUTICALS, INC.

Isis is exploiting its expertise in RNA to discover and develop novel drugs for its product pipeline and for its partners. The Company has successfully commercialized the world's first antisense drug and has 19 drugs in development. Isis' drug development programs are focused on treating cardiovascular and metabolic diseases. Isis' partners are developing antisense drugs invented by Isis to treat a wide variety of diseases. Ibis Biosciences, Inc., Isis' majority-owned subsidiary, is developing and commercializing the Ibis T5000(TM) Biosensor System, a revolutionary system to identify infectious organisms. Isis is a joint owner of Regulus Therapeutics LLC, a joint venture focused on the discovery, development and commercialization of microRNA therapeutics. As an innovator in RNA-based drug discovery and development, Isis is the owner or exclusive licensee of over 1,500 issued patents worldwide. Additional information about Isis is available at www.isispharm.com.

This press release includes forward-looking statements regarding Isis' business, its drug discovery and development pipeline, and the therapeutic potential of OGX-011 for the treatment of cancer. Any statement describing Isis' goals, expectations, financial or other projections, intentions or beliefs is a forward-looking statement and should be considered an at-risk statement, including those statements that are described as Isis' goals. Such statements are subject to certain risks and uncertainties, particularly those inherent in the process of discovering, developing and commercializing drugs that are safe and effective for use as human therapeutics, and in the endeavor of building a business around such products. Isis' forward-looking statements also involve assumptions that, if they never materialize or prove correct, could cause its results to differ materially from those expressed or implied by such forward-looking statements. Although Isis' forward-looking statements reflect the good faith judgment of its management, these statements are based only on facts and factors currently known by Isis. As a result, you are cautioned not to rely on these forward-looking statements. These and other risks concerning Isis' programs are described in additional detail in Isis' annual report on Form 10-K for the year ended December 31, 2007, and its most recent quarterly report on Form 10-Q, which are on file with the SEC. Copies of these and other documents are available from the Company.

In this press release, unless the context requires otherwise, "Isis," "Company," "we," "our," and "us" refers to Isis Pharmaceuticals and its subsidiaries and joint venture.

Isis Pharmaceuticals is a registered trademark of Isis Pharmaceuticals, Inc. Ibis Biosciences and Ibis T5000 are trademarks of Ibis Biosciences, Inc. Regulus Therapeutics is a trademark of Regulus Therapeutics LLC.

SOURCE Isis Pharmaceuticals, Inc.

la notizia in inglese, seguono concessione licenza da FDA e accordo per la commerializzazione fino a portare il titolo alle soglie dei 40 usd poco meno di un ano dopo.
o credo che nei prossi anni la velocità dei successi nelle ricerche aumenterà considerevolmente, molto più che ne in altri settori già matura. Il tutto condito con molti insuccessi. tuttavia con buone potenzalità-
C'è un nuovo aspetto incorso di evoluzione: lo studio di farmaci del tipo "vaccino" che mirano a curare in forma preventiva la maggior parte di malattie gravi attualmente più diffuse-



Bravissimo Ciappola!
Quindi, se ho capito qualcosa, il momento topico da seguire e che fa scattare il rally è il riscontro positivo della "Fase 2"
Abbiamo titoli nel nostro portafoglio che approcciano questa fare?
55 di 4211 - Modificato il 23/2/2010 22:38
ciappola N° messaggi: 4000 - Iscritto da: 20/7/2007
la fase cruciale è tra la II e la III. ovviamente i progressi nello studio devono essere concreti al punto da stimolare la fantasia degli investitori in merito agli eventuali incassi dalla commercializzazione del farmaco (che ovviamente dipendono dalla diffusione della patologia che mira a curare).
Poi altri fattori sono il cash a disposizione e la capitalizzazione della società. Se ha una quantità già abbondante di azioni in circolazione gli eventuali incassi saranno diluiti.
Nella lista titoli che seguo, avevo selezionato questi elementi (bassa Mrk Cap, basso prezzo da penny stock, farmaci in stato abbastanza avanzato e patologie diffuse). Inoltre ho verificato la diffusione delle coperture di alcuni analisti specializzati del settore, elemento che in genere riflette l'attenzione sulla società.
Ce ne sono tantissime altre (es quotate sull'OTC) ma operativamente non posso acquistarle.
riepilogo la lista: (msg nr 28 di 54 Modificato il 16/Feb/2010 08:54)

Quotando: ciappolabreve riepilogo per chi segue il settore e la discussione:
titoli in portafoglio:

USA:
Generex Biotechnology GNBT
Cytomedix, Inc. GTF
Sunesis Pharmaceuticals SNSS
Rexahn Pharmaceuticals RNN

Italia:
biotech: nessuno
Healthcare: Amplifon

titoli sotto osservazione:

USA:
CEL-SCI Corporation CVM
Angiotech Pharmaceutical ANPI
Antigenics, Inc. AGEN
NovaBay Pharmaceuticals NBY
BSD Medical Corporation BSDM
Cardium Therapeutics CXM
XOMA Limited XOMA
Hemispherx BioPharma HEB
Cerus Corporation CERS
StemCells, Inc. STEM
ADVENTRX Pharmaceuticals ANX
Oncothyreon Inc. ONTY
Cyclacel Pharmaceuticals CYCC
RegeneRx Biopharmaceutic RGN
BioCryst Pharmaceuticals BCRX
NexMed, Inc. NEXM

Italia:
Molmed



nei giorni scorsi avevo aggiunto al ptf Antigenics, Adeona Pharma e CEL-SCI

ho aggiunto alla lista dei seguiti:
Cortex Pharmaceuticals CORX
Immunomedics, Inc. IMMU 8anche se non è più penny stock
Nephros, Inc. NEPH
DARA BioSciences, Inc. DARA
Insmed Incorporated INSM
AEterna Zentaris Inc... AEZS

avevo visto anche somaxon pharma ma l'ho scartato perchè già alto

anchr se seguo molti titoli in realtà penso che il mio ptf sia a posto così. sono uscito per 2/3 da RNN a +80% e sto provando a rientrare in area 1,10. sopra 1,30 rientro al volo.
56 di 4211 - 23/2/2010 23:40
ciappola N° messaggi: 4000 - Iscritto da: 20/7/2007
ehi lucabrix guarda guarda che ti ho trovato....
http://www.dynamicwealthreport.com/research-reports/biotechroadmap.pdf
57 di 4211 - 24/2/2010 11:39
ciappola N° messaggi: 4000 - Iscritto da: 20/7/2007
di seguito una tabella del potenziale mercato del biotech suddiviso per patologie:
marketsize.gif
58 di 4211 - 24/2/2010 11:45
ciappola N° messaggi: 4000 - Iscritto da: 20/7/2007
per gli interessati, ecco il primo report tra quelli indicati nel pdf al msg 56
IMPORTANTISSIMI per chi segue il settore!
http://www.dynamicwealthreport.com/research-reports/2010biotechreport.pdf
59 di 4211 - 24/2/2010 11:55
ciappola N° messaggi: 4000 - Iscritto da: 20/7/2007
ed ecco anche il terzo report
http://www.dynamicwealthreport.com/research-reports/millionairereport.pdf
60 di 4211 - 24/2/2010 17:09
ciappola N° messaggi: 4000 - Iscritto da: 20/7/2007
meditate gente, meditate! (non troppo xchè i treni passano)
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