Diskusjon Triggere Porteføljer Aksjonærlister

Nordic Nanovector - Fundamentale forhold 2019 (NANO)

Om kursen ligger under 45 frem til 6 mars blir neppe repemisjonen fulltegnet, på tross av velmenende idealister her.
Det betyr kanskje tap for selskapet og tap for idealistene.
Kanskje har selskapet noe i bakhånd til Q4 som kan sikre gevinst for begge parter.
Kan det være DOR?

Mulig det er jeg som er en raring, men i dag fikk vi vite at alle godkjenninger er på plass i 20/20 land, og at man har 67 sentere som rekrutterer. Undervurdert info.

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Hvis det er en trøst for noen som ønsker å overtegne så kan jeg herved garantere at jeg ikke kjøper til 45.- kontra dagens kurs :joy:

Mer spent på om større fisker vil tegne.

Ja takk, begge deler sier jeg. Plukker aksjer på disse nivåene jevnt og trutt. Rep emi aksjene jeg kjøper hadde gitt meg ca 13 aksjer mere til 42,- stk. Er ikke der jeg går skoa av meg, blir millionær eller fant akkurat.
Er vi i litt feil tråd nå eller?

Henter frem et innlegg fra Småprat i desember:

Vi er avhengig at sistemann frisk i datasettet, som var passert 6 mnd frisk i november 2018, forblir frisk frem til han/hun har sjekken sin for 12 mnd innen 1. mai 2019. Hvis denne pasienten, og de to som fremdeles var friske ved 9 mnd, passerer 12 mnd så kan vi snakke om økt mDoR.

Hvis 1 av de 3 blir syke før 12 mnd så er mDoR ferdig: 9 mnd for ORR, selv om det er mange som fremdeles er friske over 12 mnd.

Det beste som kan skje på Q4 er en kommentar om at ingen av de tre siste pasientene er blitt syke. Dette er noe jeg ønsker å ta opp i Q&A, men jeg tror ikke de sier noe ekstra der dersom de først holder tett under selve presentasjonen.

Edit: For CR KAN det være en mulighet for at vi øker mot opp mot 24 mnd. To pasienter var friske ved 18 mnd, og dersom en av dem er friske på 24 mnd sjekk så skal mDoR økes fra 20.7 til nærmere 24 mnd. Innen mai 2019 har selskapet data på dette.

Raust å kjøpe emiaksjer til 45 når markedspris er 42 da :relaxed:

Betalutin®’s differentiating features

Included below is an overview of the distinctive features of Betalutin®in comparison to its known competitors which are described in Section 9.11"Competition".

(i)Betalutin®will be delivered as a single administration with a ready-to-use formulation

The physician will simply need to open the package and inject the dosage of Betalutin®.The Company has learned from early research that this feature will be well received, especially by physicians who remember the pain of re-constitutionon siteor radio-labelling of previous similar agents,as well as dosimetry requirements which resulted in the need to schedule multiple patient visits with the nuclear medicine department. Moreover, the simplified procedure represents a major cost benefit advantage to healthcare professionals (“HCPs”) and treating institutions.

(ii)Betalutin®targets a different antigen, CD37, in comparison to other drugs used to treat NHL

CD37 is highly expressed onboth normalB-cells andin the majority of B-cell lymphomas. It is therefore an excellenttherapeutic target for CD37-based ARC therapies forrelapsed/refractorynon-Hodgkin’s lymphoma patients that do not respond to a CD20-based therapy, as well as a therapeutic target for CD37-based ARC therapies in a combination setting, providing a potential synergistic effect. ARC therapies are further described in section "8.2.2 “Cancer epidemiology” “Immunoconjugate therapy”. Another benefit of using CD37 as the target is that antibodies, such as lilotomab (formerly called HH1), attached to the CD37 antigen, are rapidly internalised. The internalisation ofthe antibody brings the radioactive ARC payload into the cancer cells, which allows for a prolonged irradiation of the cancer cell nucleus.

(iii)In comparison to yttrium-90 of Zevalin, a previously marketed radioimmunotherapy agent, Betalutin®’s lutetium-177 has been shown to be a better therapeutic payload for a bulky tumour such as NHL

Comparing to yttrium-90’s half-life, thehalf-life of lutetium-177 (6.7 days) matches the circulation time of the antibody,and is considerably longer than yttrium-90’s half-lifeof 2.7 days, allowing a larger fraction of the radioactive molecules to reach the target before decay. Furthermore, the mean penetration range of the beta-particles of Betalutin®’s lutetium-177 is approximately 0.5 millimetres (i.e. a radius of approximately 40 cells), which provides for a cleaner strike in terms of targeting the cancer cells. Zevalin’s yttrium-90 has a beta-radiation with higher energy, which is more penetrating (a mean range of approximately 4.1 millimetres). This causes reducedselectivity on smaller tumour nodules and tumour cells.Thecloser and 69Brouwers AH, van Eerd JE, Frielink C, Oosterwijk E, Oyen WJ, Corstens FH, Boerman OC. J Nucl Med. 2004, 45(2):327-37. Optimization of radioimmunotherapy of renal cell carcinoma: labeling of monoclonal antibody cG250 with 131I, 90Y, 177Lu, or 186Re.
Nordic Nanovector ASA–Prospectus78prolonged exposure of the cancer cell nucleus to Lu-177 allows for a greater level of cancer cell irradiation.

(iv)Betalutin®’s Lutetium-177 delivers a limited (17% abundance) gamma radiation, which, unlike Bexxar, represents no hazard to patients, their families, and HCPs. The gamma radiation does however provide the added benefit of dosimetry imaging to evaluate the biodistribution of Betalutin, which has been an excellent complement to the clinical safety and efficacy data.

With Betalutin®, no isolation is required for either patient, family members or treating HCPs’after administration. Unlike Bexxar, Betalutin®is an out-patient treatment, with no requirement for overnight stays(except in a few countries, such as Germany, as mandated by national Radiation Safety Authorities).

(v)Betalutin®’s multi-cell kill approach offers a significant mechanistic advantage over immunotherapy (monoclonal antibodies and Antibody-Drug-Conjugates)

Tumour biology and tumour cell transformation make single cell kill delivered by immunotherapy, i.e., rituximab, or ADC of all tumour cells very difficult to achieve. Because of Betalutin®’s localised (a radius of approximately 40 cells) multi-cell killapproach(i.e. crossfire effect), even poorly perfused regions of the tumour orNHL cells with low/absent CD37 expression will be exposed to the cytotoxic radiation effects.

(vi)A tumour-cell internalised radionuclide delivering short rangeradiation can be more effective and more tolerable than external beam radiation

Low-dose rate continuous radiation such as that delivered by a RICdoes not allow for tumour cell growth during therapy (as is the case with fractionated external beam radiation) and at the same time is more tolerable for healthy tissues. In Betalutin®, the lilotomab HH1 antibody is xenogeneic (involving different species) since it comes from a mouse. The drawback with a murine (mouse) antibody is that there is a risk that the patient receiving the antibody reacts to the fact that it is non-human and develops antibodies towards the antibody drug (so-called “HAMA”–Human Anti Mouse Antibody). A patient that develops HAMA runs the risk of having an anaphylactic reaction if he/sheis exposed to the product again.

Few non-haematological toxicities have occurred with Betalutin®and have been reported in one of the abstracts presented at ASH. Other non-haematological toxicities, mostly mild to moderate, include atrial fibrillation, nausea, and fatigue.

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Et lite spørsmål, tar pasientene en HAMA test i forkant?
I såfall kan jo åpne for at det er være mulig å få Betalutin flere ganger. Eller er murine antistoff så nasty at du bare får det en gang, så er det stopp?
Noe du har kunnskap om @larsmkn?:wink: Eller @Bra_Britt?

Extensive research conducted with HemOncs, RadOncs and NucMeds confirms that efficacy remains the main driver of treatment choice, albeit in 3rd line and beyond –in particular in elderly, frail, compromised patients –safety of treatments and convenience of administration become more relevant as QoL is a higher priority. The efficacy proxies HemOncslook at are aligned to regulatory end-points: ORR, CR and DOR in 3rd line and beyond, progression-free survival (“PFS”)in 2nd line.

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Jeg håper jo at det sitter noen klare til å kjøpe sine nye 100.000 aksjer. :slight_smile:

Denne var jeg ikke klar over:

"The Company and the academic research institution INSERM in Montpellier, France, have a collaboration aimed at comparing treatment effects of Betalutin® with Rituximab and to use Betalutin® in combination with cell cycle kinase inhibitors. "

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Kom det ikke prekliniske data fra dette samarbeidet før jul?

Ser nå at det finnes noen referanser til NANO og Inserm;

https://www.forskningsradet.no/prognett-bia/Nyheter/Klinisk_testing_av_ny_lymfekreftbehandling/1254007542538?lang=no

Fant denne just, eksempel på hva slags arbeid de gjør med NANO der nede:

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Nei, tror ikke det…?

Kom prekliniske data fra samarbeidet med Orano Med, kan ikke huske det kom noe annet…

Tenkte på denne:

Cell Cycle Kinase Inhibitors Potentiate the Effect of 177Lu-lilotomab Satetraxetan
in Treatment of Aggressive Diffuse Large B-Cell Lymphoma Cell Lines

http://www.nordicnanovector.com/sites/default/files/link-documents/poster-ash-2018-preclinical.pdf

Ble nok glemt i all viraken rundt mDOR, 212Pb-NNV003 etc. Men jeg ser ikke at franskmennen er nevnt på posteren…?
Godt mulig konklusjonen også var litt tung og vanskelig tilgjengelig for glade amatører;)

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Nano har satset tydelig på strategien med engangs-behandling, så vil ikke forvente at det endres.

HAMA vil nok oppstå i flertallet av pasientene etter første behandling. Man kan gi ny behandling, men risikerer da allergiske bivirkninger. I verste fall anafylaktisk sjokk. På sykehus gir man noen ganger behandling som er nødvendig, men som pasienten er allergisk mot, etter prebehandling med høydosis av binyrebarkhormon og antihistamin, samt med anafylaksi beredskap (adrenalin og intubasjonsutstyr). Så det finnes en mulighet, med høyere risk og større besvær.

Jeg tror ikke Nano kommer til å undersøke disse muligheter, men heller fortsette på den innslåtte vei.

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#metoo. Jeg vil jo absolutt de skal lykkes men føler ikke jeg skylder dem noe i den forstand.

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Raust = Stupid

Dette er relevant.
Det å kjøpe emisjonsaksjer til 45 når kursen er 43 er helt merkelig og tegner for meg et bilde av bullshit-faktoren enkelte presumptivt oppegående NANO-investorer lirer av seg her inne.
Jeg klarer ikke ta slikt seriøst…

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