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Tilbake til: Farma og medisin
Innlegg av: Snøffelen (03.02.18 00:57 ), lest 9447 ganger
Ticker: PCIB
Endret: 03.02.18 00:58

PCIB - appetitten på mRNA er helt drøy

Har tidligere skrevet:

"Innlegg av: Snøffelen (22.10.17 12:50 ), lest 384 ganger
Ticker: PCIB
Endret: 22.10.17 12:51
RE^1: PCIB - Noen tanker om kreftvaksine og fimaVACC
Har tidligere vært inne på 3 selskapene som er i front på mRNA cancer vaccines; BioNTech, CureVacc og Moderna.

BioNTech har som kjent et svært spennende samarbeid med PCIB, og Amphinex er trolig nøkkelen for å løse delivery for BioNTech. Som mange sikkert vet så inngikk BioNTech en avtale med Genentech for 1 år siden:

http://biontech.de/2016/09/21/biontech-enter-worldwide-strategic-collaboration-genentech-develop-individualized-mrna-cancer-therapies/

"Under the terms of the agreement Genentech will pay BioNTech $310 million in upfront and near-term milestone payments."

Moderna er også i tet, og det er ikke småpenger som investeres der i gården heller i håp om å lykkes:

https://labiotech.eu/rna-review-rnai-mrna/

"In the case of mRNA, investor interest doesn’t seem to be a problem, at least for some. US-based Moderna Therapeutics, which is dabbling in almost all possible mRNA indications, has managed to raise over $1.9Bn (€1.6Bn) and reach a valuation of $5Bn (€4.3Bn) even before data from its first clinical trial was released in April."

Og nå nylig (18. oktober 2017) dro altså den siste av top 3 til med avtale i milliardklassen:

http://www.fiercebiotech.com/biotech/lilly-curevac-pen-1-8b-mrna-cancer-vaccine-deal

"Eli Lilly is putting up $1.8 billion (€1.5 billion) to work with CureVac on five mRNA cancer vaccines. The back-loaded deal moves Lilly into an emerging field that seeks to use mRNA to guide immune attacks on tumors.

Lilly is making a $50 million upfront payment and €45 million equity investment to get the deal up and running. Beyond that, CureVac is in line to receive up to $1.7 billion in milestones as the five vaccines pass development and commercialization milestones."


Hvis PCI-teknologien virker for BioNTechs applikasjoner gjetter jeg på at avtalen kan bli formidabel. Og det er god grunn til å tro at den gjør det."




Siste nytt i denne føljetongen fra dagens endpoint news:

https://endpts.com/moderna-boosts-unicorn-status-with-a-whopping-500m-raise-and-7b-valuation/

"The biotech world’s biggest unicorn just raised $500 million, bringing its total haul to about $2.5 billion from partnerships and investors while valuing the company at close to $7 billion."

Og alle vil være med på mRNA

"Moderna raised the cash from a broad, global syndicate that stretched from the Middle East to Europe and on to China. The group included the Abu Dhabi Investment Authority, BB Biotech AG, Julius Baer, Singapore-based EDBI and Sequoia Capital China. Existing investors that also participated in this round include Fidelity Management and Research, Pictet, Viking Global Investors, ArrowMark Partners and Alexandria Venture Investments."

På et eller annet tidspunkt blir samarbeidet mellom PCI Biotech og BioNTech førstesidesoppslag, in one way or another.