Javier_Bryan
Posted - 1 day ago
$BGNE $UTHR 🔥 MYNZ 86% in 2 days move! FDA fast-track soon Petra’s Hint on X, 88% accuracy (unlike EXAS 42 % \ GH 20%), strong partners (DGX, TMO). $50-$100 target by Q2 2025. 🚀
ThisIsBiotech
Posted - 1 day ago
$LPTX $MRK $LLY $BGNE $GILD I completely agree with the bullish outlook. $LPTX’s DKN-01 seems poised to revolutionize the gastric/GEJ cancer treatment landscape. The ability to address the 2/3 cases where PD-1 inhibitors fail, while simultaneously boosting efficacy in the remaining 1/3 cases, positions this therapy as a game-changer.
The mention of major players like $MRK, $LLY, and $BGNE as potential suitors adds a layer of strategic intrigue, especially with $GILD already holding a significant stake. A bidding war among these giants for a multi-billion-dollar opportunity is far from unrealistic. If clinical data continues to impress, $LPTX could see massive upside, both from market adoption and potential acquisition scenarios.
SWE Cereno Scientific and $LPTX will be two game changers 2025.
Exciting times ahead!
Walter100
Posted - 1 day ago
$LPTX Without exaggeration, we have very good chances of capturing a lion’s share of the gastric/GEJ cancer space, because existing PD-1 inhibitor therapies either don’t work in all cases (work in only 1/3 cases) whereas DKN-01 can, And DKN-01 can improve treatment even in the 1/3rd cases because it improves effectiveness of PD-1 inhibitors.
Multi-billion opportunity. $MRK $LLY $BGNE come to mind as interested suitors already playtime the gastric space. But $GILD has a 14% stake already in us. A competitive bidding scenario is not impossible. Excited how this will play out.
Pika_Capital
Posted - 1 day ago
$BGNE reentered - loaded bigly here.
ThisIsBiotech
Posted - 2 days ago
$MRK $LPTX $BGNE Great summary of the potential strategic fit for DKN-01 in the gastric cancer space! The differentiation of DKN-01 as PD-L1 'agnostic' indeed opens up opportunities to address unmet needs, especially for patients who aren't eligible for PD-1 inhibitors due to low PD-L1 expression. $MRK (Merck) and $BGNE (BeiGene) are certainly logical candidates for partnerships or acquisitions given their existing presence in the PD-1/PD-L1 space. The synergy with Keytruda and tislelizumab makes DKN-01 a strong contender to complement these therapies, especially with the increasing focus on personalized treatment strategies. It’ll be interesting to watch how Leap Therapeutics positions DKN-01 moving forward and whether the FDA’s criteria evolve to further highlight its unique capabilities in this patient population. Definitely one to keep on the radar!
Walter100
Posted - 2 days ago
$LPTX If I’ve understood the technicalities correctly, FDA is putting restrictions based on PDL-1 expression measured by CPS scores on which patients are eligible for PD-1 inhibitors. Now, DKN-01 can address patients not eligible for PD-1 inhibitors due to low PD-L1 expression. (DKN-02 is PD-L1 ‘agnostic’). So, any company having only PD-1 inhibitors for gastric would be very interested in DKN-01. We’re talking about:
$MRK : With Keytruda (pembrolizumab) in the gastric cancer space, Merck might seek DKN-01 to complement or enhance its portfolio, particularly if DKN-01 can address patients not eligible for PD-1 inhibitors due to low PD-L1 expression. $BGNE : Already involved with the DisTinGuish study through their PD-1 antibody tislelizumab, BeiGene would have a strategic interest in DKN-01 to broaden their offerings.
Continued in reply post:
Apr4609
Posted - 2 days ago
@Walter100 Furthermore, I doubt retailers at $BMY, $MRK, $BGNE care about gastric cancer (maybe beigene) but leap is about to show that adding dkn-01 to one of their pd-1 will make the other companies obsolete unless they add other products to their pd-1
Global reach and other collaborations with $gild and $roche are also in the background
Fingerlickengood
Posted - 1 week ago
$CHRS if speculation were permtted on this board, I’d speculate a buyout is coming! $BGNE but I don’t want the popo to fine me so I would NEVER speculate..it’s not ’helpful’ 🤣🤣🤣🤣https://tekinvestor.s3.dualstack.eu-west-1.amazonaws.com/original/3X/d/e/defca2bfb965feeeb0a7cbc0eb69962948d01bed.pdf
Fingerlickengood
Posted - 1 week ago
$CHRS $BGNE
Fingerlickengood
Posted - 1 week ago
$CHRS $BGNE look who's in my rear view again...the popo neofo! LMAO
Fingerlickengood
Posted - 1 week ago
$CHRS $BGNE This is interesting....BeiGene taking a $400M faculty loan in China ... could be nothing or could be something! I dunno...timing is interesting! https://media-beigene.todayir.com/20241210200801115211473134_en.pdf
G101SPM
Posted - 1 week ago
#INSIDERS $AVDL Chief Executive Officer and two (2) Directors bought 33,279 Ordinary Shares combined at $9.80 - $10.19 worth approximately $330K. $NRDY Chief Executive Officer bought another 168,361 shares of Class A Common Stock at $1.52 - $1.60 worth approximately $266K. $UAMY Director bought 70,000 shares at $1.458 worth approximately $102K. $BGNE 10% owner Baker Bros. sold 1,037,017 American Depositary Shares worth more than $194 mln. $GTI Directors (2) sold 630,000 Class A Ordinary Shares combined worth approximately $1.4 mln.
Fingerlickengood
Posted - 1 week ago
$CHRS $BGNE moral of the story in a M&A, the dominate company stock falls!
Fingerlickengood
Posted - 1 week ago
$CHRS $BGNE I refer back to this and again ask the question 'why isn't Coherus named, and instead it explicitly states 'licensor'?' Leads me to believe, their may be a name change coming! https://www.yicaiglobal.com/bulletin/253000000376530653
Fingerlickengood
Posted - 1 week ago
$CHRS $BGNE Why would they sell so much stock prior to a mere name change? They just pulled $1B in revenue..... https://www.investing.com/news/insider-trading-news/beigene-directors-sell-shares-worth-1942-million-93CH-3765248
Fingerlickengood
Posted - 1 week ago
$CHRS $BGNE "he new name is part of a broader strategic growth plan that has enabled the Company’s global oncology leadership since its inception in 2010. The Company recently reported $1 billion in quarterly total revenue driven by strong growth in product revenue in the U.S. and Europe. To support its expansive clinical portfolio and global growth, the Company opened its $800 million flagship clinical R&D and manufacturing facility at the Princeton West Innovation Campus in Hopewell, N.J. in July. Once the name is approved by shareholders, the company’s stock ticker on Nasdaq will change to “ONC”" https://www.businesswire.com/news/home/20241114671168/en/BeiGene-Unveils-Proposed-Name-Change-to-BeOne-Medicines-Reaffirming-Its-Mission-to-Unite-Global-Community-Against-Cancer
Fingerlickengood
Posted - 1 week ago
$CHRS BeiGene would fit as a potental buyer..CA based, works closely with Chinese clinical oncology companies, has the financial means…. .$BGNE
Quantumup
Posted - 1 week ago
H.C. Wainwright⬆️the PT on $NRIX to $35 was $30/Buy +⬆️NX-5948s probability of approval to 60% was 50%, after Nurix presented updated '5948🔬at #ASH24. HCW views NX-5948s ORR as highly favorable and relatively in-line with that seen for the $BGNE BTK degrader: $kymr $arvn
OpenOutcrier
Posted - 1 week ago
$BGNE (-4.4% pre) BeiGene’s Latest SEC Filing and Stock Exchange Updates - TR https://ooc.bz/l/50253
vjtweet
Posted - 1 week ago
$BGNE Giving it room to move, staggered stops, hang it there, going to make money.
Walter100
Posted - 2 weeks ago
@cavsnut @Capitulation_0 $GILD 14%
$BGNE 3.x%
stockpicker63
Posted - 3 weeks ago
Stocks to watch next week! $BGNE, $CMCSA, $COHU and $IX.
RhetroTX
Posted - 11/28/24
$BGNE beautiful chart, primed for break out. Another Baker Bros play… that’s some smart money right there
MaverikIT
Posted - 11/27/24
@TheLongVol @IsabellaDC @net0trader @JaredSotken @Tommojg Eastern front$ $BGNE $FUTU $CWEB ... this damn doggy been barking loud DOGZ (spec)
l4ndsh4rk
Posted - 11/27/24
$BGNE $SRPT Nice moves, Sarepta back over the 200-day