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he he Ja da går det fort når det løsner her, takk for info !

repsol

Skal man først være eksponert i biotech er nok Zelluna stedet å være. De har en svært spennende teknologi og tilnærming til utfordringen knyttet til kreft. Samtidig kan må nå kjøpe til svært gunstige kurser.
Blir veldig spennende å følge dette selskapet fremover.

DNB med en utførlig analyse av selskapet i dag; "ZELLUNA , A potential ‘serial killer"

Har du tilgang på den ?

repsol

Boosted by encouraging preclinical data and several
recent significant deals ofrelatively early-stage companies
in the cell therapy space, we believe Zelluna’s patented
TCR-NK platform could be game-changing and unlock
extensive potential. While we believe the company needs
to show some clinical results to potentially land a deal, it
could present early clinical data as early as next year.
Zelluna’s TCR-NK ZI-MA4-1 programme targeting MAGE-A4 the main focus. Zelluna’s
main objective is to bring the ‘off-the-shelf’ TCR-NK programme, ZI-MA4-1, into first-inhuman studies treating solid cancers (likely non-small-cell lung cancer, ovarian, head
and neck, and synovial sarcoma) targeting melanoma-associated antigen A4 (MAGEA4), a validated target for T-cell receptors (TCRs). Preclinical data shows a potent and
polyfunctional response to tumour cells with serial-killing capacity.
Zelluna’s TCR-NK platform could be game-changing. Because of the TCR-NK
concept patent that Zelluna has granted across key commercial territories, it is virtually
the only company that is developing the TCR-NK modality. We believe the possibility of
clinically validating and capturing the entire TCR-NK field could unlock extensive
potential. Several examples of recent deals in the cell therapy space support the
potential, in our opinion, including Roche’s acquisition of Poseida Therapeutics
(announced in November 2024, for a total deal value of up to cUSD1.5bn) and
AstraZenca’s acquisition of EsoBiotec (AstraZeneca announced this week that it will
acquire all outstanding equity of EsoBiotec for a total consideration of up to USD1bn).
Notably, these acquired companies are in the early clinical stage, the latter with only
early signals from few patients. Importantly, these are two operators in a single
therapeutic modality; if we consider an aggregation of multiple operators within a
therapeutic modality, we believe the potential is extensive.
Preclinical stage, but could provide early clinical data next year. While the
company is in the preclinical stage (hence no clinical data) and there is limited animal
data (preclinical testing of TCR-based therapies often follows a different trajectory
compared with traditional drugs, due to limited translatability of safety and efficacy from
animal models to humans), we see a large potential in the technology, and like the
company’s ZI-MA4-1 efforts aiming to advance the world’s first MAGE-A4-targeting
TCR-NK programme into first-in-human clinical studies on solid cancers. The company
plans to complete its preclinical efforts and submit its Investigational New Drug
Application (IND) in H2 2025 and initiate a clinical study H1 2026. If on track, Zelluna
believes it can provide an initial data readout at end-H1 2026. Through interactions with
the FDA, the regulatory pathway ahead of IND is derisked; the company has discussed
the preclinical pathway, manufacturing, and the clinical strategy.

Takker
repsol

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