Novartis AG (NVS)

$AMRN , JT presentation today is super strong BP wake up and buyout this company even at $50B looks cheap going forward $PFE $AMGN. $NVS. $GSK spend the money it’s worth it, ADA Standard of Care , Diabetes community is a very lucrative big market 90 million of them according to JT , wow that alone counts in BILLIONS, JT always says we’re not competing in Statins $500B markets but Triglycerides and Cholesterol is entangled now that will take many BILLIONS from that, Atherosclerosis, Alzheimer’s and Cancers future collaborators are looking at that too, AMRN is severely undervalued here and should be close to $100/Shares, A game changer just like $BYND and $UBER in each industry


DR RNAi (Harvard, MIT)
@fpscod9
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12h

Replying to
@truthtracer
and
@BikeRieder
2022-2023
$NVS takes out $ALNY
2023-2024
$JNJ takes out $ARWR


mike b and ttracer on twitter putting the puzzle together to see if novartis and arwr is a fit:

from mike b:
$ARWR-This is an important deal for us. Novartis has been working in the RNAi field for over a decade and their developments in proprietary oligonucleotide formatting and modifications are some of the best we've seenWe anticipate this acquisition will provide us expanded freedom

Arrowhead acquires patents as well as intellectual property rights to Alnylam's RNAi tech, 30 gene targets Novartis has picked from its partnership and a pipeline with three candidates that had generated preclinical data $10M Cash/$25M Stock. I think this was a STEAL.

from tsquared: CA seemed to imply years ago (when they initially purchased Novartis’s IP) that they had a favorable relationship. It remains plausible, and if that collaboration occurs, $ALNY Maraganore will never be able to walk back his colorful “phantasmagorical” description of $ARWR $NVS

posting for mike b as he has sworn off of the board until we hit a certain target...somewhere in the 20's i believe

Novavax’ NanoFlu Achieves All Primary Endpoints In Phase 3 Clinical Trial. $SNY, $PFE, $JNJ, $EBS, $AZN, $NVS, $GSK
Trial also achieves statistical significance in key secondary endpoints
Novavax to submit a U.S. BLA under FDA’s accelerated approval pathway
Company to host investor conference call today at 8:30 a.m. EDT
GAITHERSBURG, Md., March 24, 2020 (GLOBE NEWSWIRE) -- Novavax, Inc. (NVAX), a late-stage biotechnology company developing next-generation vaccines for serious infectious diseases, today announced positive top-line results of its pivotal Phase 3 clinical trial of NanoFlu™, its recombinant quadrivalent seasonal influenza vaccine candidate with its proprietary Matrix-M™ adjuvant, in adults aged 65 and older. Using the Food and Drug Administration’s (FDA) criteria for accelerated approval of seasonal influenza vaccines, the trial evaluated the immunogenicity and safety of NanoFlu compared to Fluzone® Quadrivalent, a U.S.-licensed quadrivalent influenza vaccine.
https://finance.yahoo.com/news/novavax-nanoflu-achieves-primary-endpoints-100010015.html

Varro Analytics
@Varro_Analytics
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3h
There is headline risk with upcoming $NTLA in vivo liver data

Still, don’t see $VERV going sub $1B. That’s gets into $DTIL territory, which doesn’t have name recognition of #CRISPR, no less #baseediting

You can also surely get to $1b+ in a DCF

And $NVS bought $MDCO for $9B

$NVS need our QS-21
Novartis provides update on RUXCOVID study of ruxolitinib for hospitalized patients with COVID-19

Phase III study did not meet its primary endpoint of reducing the number of hospitalized COVID-19 patients who experienced severe complications (death, mechanical ventilation or ICU care)1

If $EXEL is looking to diversify & add molecules in the clinic quickly w/ premier bi-specific Ab, then it needs to look into collaboration w/ $XNCR .Their collaboration with Genentech $RHHB Janssen $amgn $NVS
MDAnderson morphosys $MOR Alexion $alxn Astellas (Japan) validates XNCR's technology. It's at least worth a look and there could be hugely beneficial arrangements for both parties. Xencor has very rich pipeline already and I am sure would be happy to have a partner take over some of these advanced molecules as well as with their excellent and much sought after bi-specific technology and premiere engineering platform, have many in early preclinical development. Doesn't mean EXEL needs to jump in but some due diligence and potential partnership would be time well spent. Bi-specific technology of biologics would nicely complement Exelixis' small molecule and ADC pipeline and collaborations.

Novavax Identifies Coronavirus Vaccine Candidate; Accelerates Initiation of First-in-Human Trial to Mid-May $PFE, $JNJ, $GSK, $AZN, $NVS, $GILD, $EBS
-- NVX-CoV2373 identified as SARS-CoV-2 candidate for Phase 1 clinical trial
-- In preclinical studies, NVX-CoV2373 demonstrated high immunogenicity and stimulated high levels of neutralizing antibodies
-- First-in-human Phase 1 clinical trial accelerated to mid-May with preliminary results in July
-- GMP clinical production initiated at Emergent BioSolutions with ability to leverage capacity for large scale manufacturing
GAITHERSBURG, Md., April 08, 2020 (GLOBE NEWSWIRE) -- Novavax, Inc. (NVAX), a late-stage biotechnology company developing next-generation vaccines for serious infectious diseases, today announced it has identified a coronavirus vaccine candidate, NVX-CoV2373, a stable, prefusion protein made using Novavax’ proprietary nanoparticle technology, and will initiate a first-in-human trial in mid-May. Novavax’ proprietary Matrix-M™ adjuvant will be incorporated with NVX-CoV2373 in order to enhance immune responses and stimulate high levels of neutralizing antibodies.
NVX-CoV2373 was shown to be highly immunogenic in animal models measuring spike protein-specific antibodies, antibodies that block the binding of the spike protein to the receptor and wild-type virus neutralizing antibodies. High levels of spike protein-specific antibodies with ACE-2 human receptor binding domain blocking activity and SARS-CoV-2 wild-type virus neutralizing antibodies were observed after a single immunization. In addition, the already high microneutralization titers seen after one dose increased eight fold with a second dose. High titer microneutralizing antibodies are generally accepted evidence that a vaccine is likely to be protective in humans.
https://finance.yahoo.com/news/novavax-identifies-coronavirus-vaccine-candidate-100010906.html