Astellas Pharma Inc (ALPMY)

$ALPMY Astellas Pharma enters license agreement with Evopoint Biosciences for XNW27011 Astellas Pharma and Evopoint Biosciences announced they have entered into an exclusive license agreement for XNW27011, a novel investigational clinical-stage antibody-drug conjugate targeting CLDN18.2. The agreement grants Astellas a worldwide (excluding China's mainland, Hong Kong, Macao and Taiwan region) exclusive license to develop and commercialize XNW27011. XNW27011 is currently being evaluated in a Phase 1/2 study in China in patients with CLDN18.2-expressing solid tumors, including gastric cancer, gastroesophageal cancer and pancreatic cancer. It uses a proprietary topoisomerase I inhibitor payload and linker technology, an approach that has demonstrated clinical success in other approved cancer therapies. Under the terms of the agreement, Evopoint will receive a $130M upfront payment and is eligible to receive up to $70M near-term payments, and additional milestone payments associated with development, regulatory and commercialization milestones totaling up to $1.34B, as well as royalties on net sales of XNW27011, if approved.

JPMorgan reiterated $ORIC Overweight-$20-Focus List and said, "We see a very low probability for a downside scenario, being driven by mixed efficacy and / or mixed safety," in its scenario analysis. $PFE $ALPMY #ASCO25 JPMorgan also said it views, " $ORIC shares should be ~2-4X current levels to appropriately reflect the probability-adjusted potential of ORIC-944 alone." JPMorgan provided its Bull, Bear and Base case share price scenarios and additionally said in their research note (in Image):

Cantor Fitzgerald reiterated $ORIC at an Overweight rating after🗣️w/ $ORIC mgmt., who sounded very +VE on replicating the initial PSA response rates for ORIC-944 (PSA50 data of 50% and PSA90 of 30%+) in a larger sample size, which should show signs of efficacy differentiation vs. $PFE's (Pfizer's) mevrometostat (similar mechanism as ORIC-944), plus recent KOL feedback on ORIC-944's MoA and $PFE's mevrometostat ASCO-GU data. $ALPMY Cantor Fitzgerald said, "We would be buyers of $ORIC into this likely positive update for ORIC-944 in the coming weeks. KOL feedback on this mechanism and Pfizer's mevrometostat ASCO-GU data (rPFS HR of 0.51 and median PFS benefit of ~8 months over Xtandi) is overwhelmingly positive, which we believe is not at all priced into the stock at a $350M market cap, relative to the multiblockbuster opportunity for ORIC-944 in prostate cancer."

$ATNM $SNDX $ALPMY Actinium's Actimab-A shows antileukemic activity in AML models Actinium Pharmaceuticals (ATNM) highlighted data presented at the American Association for Cancer Research Annual Meeting supporting Actimab-A's mutation agnostic antileukemic effect and backbone therapy potential in preclinical acute myeloid leukemia, or AML, models. The preclinical data demonstrate that the combination of Actimab-A with standard of care AML therapies including menin and FLT3 inhibitors and the hypomethylating agent azacitidine resulted in significant antileukemic activity in AML cells lines with FLT3, NPM1, KMT2A and TP53 mutations. Additionally, in animal models, Actimab-A significantly enhanced tumor growth inhibition, prolonged the duration of response and survival when combined with the menin inhibitor revumenib owned by Syndax Pharmaceuticals (SNDX), and potentiated AML cell killing in combination with the FLT3 inhibitor gilteritinib owned by Astellas Pharma (ALPMY) and HMA azacitidine. Actimab-A is Actinium's lead radiotherapy that delivers Actinium-225, alpha-emitter radioisotope payload that can kill targeted cells that express CD33. CD33 is expressed ubiquitously in AML and in other myeloid malignancies such as myeloid dysplastic syndromes.

$SGMO We are all waiting for news about Fabry, but I personally expect news from $RHHBY Genentech and $ALPMY Astellas in the near future.

$SGMO We look like this in their eyes $LLY $RHHBY $ALPMY

$SGMO The STAC-BBB capsid is highly novel due to its exceptional ability to cross the BBB, achieve high CNS expression, and reduce off-target effects, addressing critical limitations of traditional AAV vectors. Among its direct competitors (Capsida, Voyager, Astellas, and Dyno), STAC-BBB stands out with superior preclinical performance and strong industry backing. While clinical validation is still needed to confirm its lead, STAC-BBB currently appears to be at the forefront of CNS-targeted gene therapy delivery systems. $ALPMY $RHHBY $LLY deals wouldn't happen otherwise.

$SGMO I don't know, but we're sitting at 0.70 cents with a unique pipeline, two drugs in phase 3, and our partners are $LLY $RHHBY $ALPMY. This is ridiculous... 😒 😀

$ALPMY $ALPMF found a new 💎 to start the accumulation 📝📝📝 …Entered small position IMO - Other biotech gems/mispriced equities include: 1. another A-company 2. A-company’s parent company 3. $CVAC 4. $PFE 5. $RHHBY

$ALPMY interesante