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Cohort 2 starts in ONCOS-102 melanoma trial


Targovax 12 March 2019 Update


https://www.edisongroup.com/publication/cohort-2-starts-in-oncos-102-melanoma-trial/23621
Redigert 22.03.2019 kl 19:46 Du må logge inn for å svare
2209
13.03.2019 kl 17:30 5045

Targovax’s Q418 presentation discussed highlights from the past year, focusing on the data readouts from the TG01 study in pancreatic cancer (PC) and the ONCOS-102 melanoma Phase I data. Management’s plan for 2019 is largely unchanged: data from the first cohort of the ONCOS-102 melanoma study will be published in H119, treatment of the second cohort is ongoing and early interim data from TG02 colorectal cancer study will be published in H119. Management will also present three-year survival data from the TG01 PC study in H119 and is confident in finding a partner for continued development of TG01 in PC. Cash reaches into 2020, while our valuation is marginally higher at NOK1.46bn or NOK27.7/share.
svenska
13.03.2019 kl 17:38 5017

Targovax is a developer and commercializer of immunotherapies for the treatment of cancer patients. The company’s lead candidates include TG0, a peptide-based therapeutic anti-cancer vaccine under development for pancreatic cancer; and ONCOS-102 is an adenovirus-based pipeline product for solid tumor indications.

It also provides TG02, TG03, ONCOS-402, ONCOS-802 and ONCOS-902 for other cancer indications.

Targovax develops immunotherapies based on treatment approaches harnessing the patient’s immune system to target cancer, which include a virus-based immunotherapy platform based on engineered oncolytic viruses for solid tumors; and a peptide-based immunotherapy platform for RAS-mutated cancers.
aborum
13.03.2019 kl 17:47 4999

TG-01 fremstår efterhånden mere og mere som vejen frem, hvis OS og DFS skal løftes for alle andre end de stærkeste patienter; med FFN som svært toksisk behandlingsmulighed for alle andre end "the majority of the minority", og de åbenlyse fordele til TG-01 er det mig ubegribeligt, at man ikke allerede tilbyder TG-01 som supplement oven på alle eksisterende behandlingsformer.

TG-01 + chemotherapy
TG-01 + FFN (4 piece chemotherapy)
TG-01 + CPI eller som monobehandling

.. "ja, du vil næsten med sikkerhed få feber (hvilket er et bevis på at du responderer) og ellers er der ingen større bivirkninger .. naturligvis andet end du risikerer at få flere år at leve i, måske endda et fortsat langt liv at leve" ..

Muligt dette bliver uddrag af en normal samtale når TG-01 rammer markedet.
2209
13.03.2019 kl 19:13 4851

Her kommer mange nyheter.

I morgen så blir det en ny fin dag.
2209
13.03.2019 kl 20:40 4701

Financials: Cash reach to 2020

Targovax reported immaterial revenues and an operating loss of NOK42.2m in Q418, compared to NOK32.5m in Q417, largely in line with our expectations. External Q418 R&D expenses were NOK21.0m versus NOK12.2m a year ago indicating a more intensive clinical R&D. Targovax had cash and cash equivalents of NOK151m at the end of Q418 and guided this should be sufficient to reach 2020, which is in line with our model.

Valuation: NOK1.46bn or NOK27.7/share

Our Targovax valuation is modestly higher at NOK1.46bn or NOK27.7/share compared to NOK1.41bn or NOK26.8/share due to rolling our model forward, which was partially offset by lower net cash position. All other assumptions for our rNPV model are unchanged except for a small modification in the colorectal cancer project (see below). ONCOS-102 melanoma Phase I interim data expected in H119 are the nearest major catalyst for the share price, while there will be several other data readouts over the next 12–18 months (Exhibit 4).
svenska
13.03.2019 kl 21:30 4621

Targovax on October 16, 2018 reports encouraging disease-free survival (DFS) data from TG01 trial in resected pancreatic cancer:

16.1 months median DFS with TG01 and gemcitabine combination for all 32 patients in the trial
19.5 months DFS in 2nd cohort who received an optimized dosing regimen
94% of patients had mutant RAS specific adaptive immune activation

The results are based on the full data set from the 32-patient phase I/II clinical trial evaluating TG01 in resected pancreatic cancer in combination with standard of care chemotherapy, gemcitabine.

Dr. Magnus Jäderberg, CMO of Targovax, said:

“We have previously reported strong immune activation and signal of efficacy for TG01 in resected pancreatic cancer. The median DFS data now presented further strengthens our confidence that TG01 provides a clinically meaningful benefit for this patient population, especially when in the context of historical controls. The DFS benefit appears to be more pronounced in the second cohort, which indicates that the post-chemo vaccination schedule is an optimal dosing regimen that we should select in subsequent development. It is also worth noting that median overall survival has not yet been reached in the second patient cohort, and we will continue to track how these patients perform with great interest”.

Please find more information in the full press release from the company
https://www.targovax.com/News/News-Details/2018/Targovax-Reports-Encouraging-Disease-free-Survival-DFS-Data-From-Tg01-Trial-in-Resected-Pancreatic-Cancer/default.aspx

The results was also presented on Targovax Capital Markets Day on October 15th – listen to webcast here
http://webtv.hegnar.no/presentation.php?webcastId=97451270
2209
13.03.2019 kl 21:46 4581

Alt går etter planen. Q1 blir bra.

Penger til 2020. Bare velstand.

22kr x 10 innen 2019.
2209
14.03.2019 kl 07:25 4267

Dagens oppgang var ikke mye, når verdien skulle vert 27kr min iht analysen.
Ny patent godkjent, meget låvende.


Dagens melding er ikke patent, men utlisensiering.

Til verdi av 100 mill pluss

pluss royalty på virdere salg ! Dette var uventet :)

100 mill fremover + royalty senere.... Nevnte jeg at MCAP er 460Mill nå, der 150 av de er i cash :P

Targovax skal nok innen Mars er over legge på seg endel kroner oppover :)

2209
14.03.2019 kl 07:56 4705


TRVX: TARGOVAX GRANTS ZELLUNAIMMUNOTHERAPY AN FTOLICENSE TO INTELLECTUAL PROPERTY RELATING TO MUTANT RAS T CELL RECEPTOR TECHNOLOGY

07:00
Targovax grants Zelluna an FTO license to Targovax patents and know-how to
further enable development of Zellunas mutant RAS T-cell receptor therapies

Targovax and Zelluna intend to collaborate on additional discovery and
development of novel mutant RAS T cell receptors

Oslo, Norway, 14 March 2019 - Targovax ASA (OSE: TRVX), a clinical stage
biotechnology company developing immune activators to target hard-to-treat solid
tumors, today announces that it has granted a freedom-to-operate (FTO) license
to Zelluna Immunotherapy for the development of mutant RAS T cell receptor
(mutRAS TCRs) therapies.
Through the development of the TG neoantigen vaccine program, Targovax has
established a significant patent portfolio and know-how in therapies targeting
mutant RAS cancers. In addition to covering the TG vaccine program, these
patents and know-how are also highly relevant in T cell therapy.

Zelluna Immunotherapy has built a portfolio of validated mutRAS TCRs isolated
from long-term cancer survivors treated with first generation TG mutRAS
vaccines. Targovax has agreed to out-license Targovax patents and know-how to
Zelluna to enable the development of Zellunas mutRAS TCRs and create a stronger
joint position in the mutRAS TCR field. In addition, the companies have signed a
letter of intent to establish an R&D collaboration for the discovery and
development of additional novel mutRAS TCR products.

Under the license agreement, Zelluna has been granted a global, non-exclusive
license to relevant Targovax patents and know-how, for which Targovax will be
compensated financially. The potential deal value amounts to NOK 100 million in
milestones and annual fees, in addition to royalties on sales and sub-licensing
revenues. Zelluna will retain full rights to, and freedom to operate (FTO) for,
its portfolio of mutRAS TCRs and will be responsible for the development of
these.

Øystein Soug, CEO of Targovax, said: Our unique TG technology has already
demonstrated a clinical benefit by generating immune responses to RAS driver
mutations, and we remain committed to developing mutRAS vaccines in the
currently underserved mutant RAS cancer indications. Additionally, we are
confident that our proprietary technology and know-how has potential application
in the parallel field of T cell therapy

Source Url: https://newsweb.
2209
14.03.2019 kl 08:31 4620

Toget går 100Mill avtale sign.

Lisensen er i tillegg ikke-eksklusiv...
Det betyr at tilsvarende avtaler kan gjøres med flere aktører.
2209
14.03.2019 kl 08:51 4517

Konge, i dag vil den dobble seg.
LR2c
14.03.2019 kl 08:57 4487

Øystein Soug, CEO of Targovax, said: “Our unique TG technology has already demonstrated a clinical benefit by generating immune responses to RAS driver mutations, and we remain committed to developing mutRAS vaccines in the currently underserved mutant RAS cancer indications. Additionally, we are confident that our proprietary technology and know-how has potential application in the parallel field of T cell therapy; itself a rapidly evolving novel class of immunotherapies. The intention of joining forces with Zelluna, will be strengthening the ability to develop a portfolio of mutRAS TCR products to be applied in T cell therapy, which will complement our TG vaccine development and further solidify Targovax’s strong position as the leader in mutRAS targeted immunotherapy”.


https://www.targovax.com/News/News-Details/2019/Targovax-grants-ZellunaImmunotherapy-an-FTOlicense-to-intellectual-property-relating-to-mutant-RAS-T-cell-receptor-technology/default.aspx
tigern2
14.03.2019 kl 09:05 4449

Aborum:
Måske ingen jordbærterte ennu, men en "lille en" til din lunsj i dag er deg vel forundt. :)
2209
14.03.2019 kl 09:17 4396

9,5kr billig toget går snart.
HP17
14.03.2019 kl 09:29 4350

Noen som jobber hardt nå for å holde TRXV under kr 10, en kan spørre seg hvorfor det er så viktig at TRVX må bremses kursutviklingen?
Kan det komme flere gode nyheter innen kort tid?
Tror nok 10 tallet skal brytes alt intrade i dag.
aborum
14.03.2019 kl 09:47 4299

Jeg kan iøvrigt ikke finde information på at Zelluna skulle være en konkurrent på pancreas; en stærk aftale mellem TRVX og Zelluna der sikkert vil give anledning til at flere biotekselskaber henvender sig.

Måske var det ikke helt dumt at Øystein Soug nævnte godkendelse af TG-platformen på baggrund af biomarkør (RAS). Det ville jo med ét slag validere hele TG-platformen i 30% af alle former for kræft … og her kan man handle en aktie til 9,75.
2209
14.03.2019 kl 09:56 4276

Den vil gå til 30-40kr så jeg sitter godt.
micke78
14.03.2019 kl 10:12 4219

Sitter fast i rec, där jag är fullsmetad- bara att gratulera de som är med här och kommer in, sanslöst bra nyhet och fog nog att justera bv många hack norröver!
2209
14.03.2019 kl 10:13 4221

vi skal opp 300-400% nå med siste nyheter.
2209
14.03.2019 kl 10:19 4203

Bio investeringen kan stige mye framover x10= 100kr eller 200kr hvis alt går etter planen.
2209
14.03.2019 kl 10:49 4134

Spenningen stiger her, en liten gevinst sikkring før den vil løfte seg igjen.
2209
14.03.2019 kl 12:04 4045

Jeg venter rally i denne, hva tenker dere med en avtale på 100Mill i dag.

Kursen 27kr pr analyse, nå under 10kr?

Tenker at dette bare er starten på det som kommer til å bli et fantastisk år? Kan bli året Targovax blir kjøpt opp

Edison, samme byrået som Thin kjøper analyser av, de har jo bommet hele veien i flere år, bedre å få uhildede analyser fra analytikere som ikke får betalt av selskapet de analyserer.

Det er helt normalt og betale for en analyse!

Tror det er noe EU regler på det og..

Uansett , ta de mest negative analysene fra andre da .. 13-16kr ...

Tar nok en ny 10-15% imorra skal du se !
2209
15.03.2019 kl 07:05 3242

Åpner over 11kr
2209
15.03.2019 kl 08:33 3113

Analysen på 27kr pr aksje, jeg tipper vi pasere den snart.

30-40kr min. i 2016 analyse snakket de om 220kr.
2209
15.03.2019 kl 09:00 3068

Påtide å laste, toget går nå.
Helten
15.03.2019 kl 09:26 3020

Er spent på hvor lenge vi får se innlegg fra deg. Til vi når 11, evt. til det snur nok ned til at du tar gevinst? ;-)
2209
15.03.2019 kl 09:32 3001

Utroligt stille. jeg ventet et rykk? oppover mot 20 tallet
15.03.2019 kl 10:09 2951

Stille, plenty med kjøpere få selgere.

Man må hitte oppover for å få tak i aksjer. Og derfor vil vi stige som f...
kaunis
15.03.2019 kl 11:50 2885

Vil bare understreke at jeg ikke er en som ser ting i hodet en tid før det skjer, men med en god analyse og godt håp, kan man ha forventninger som er reelle og ikke ligger for langt frem i tid. Vi er mange Her inne som har hatt god tro på at TRVX skulle finne en partner eller bli oppkjøpt. Den store nedturen med TG plattformen fjor kunne tatt motet fra en hver, men ledelsen har jaggu gjort en god jobb i mellom-tiden. Noen hadde blitt noe skeptisk til ledelsens evner til å få på plass ting og tang og nettrollene hadde gode dager en stund. At vi skulle få to slike gode meldinger med bare en par dagers mellom-rom er nesten ikke til å få tatt inn over seg.Hvilken prising selskapet bør ha etter dette vil nok ta noen dager, men at 20tallet er noe som bør passeres ganske snart bør bare vøre en begynnelse.

Prisingen må ta inn over seg den enorme lettelsen disse avtalene gjør for presset på emi og prisingen av aksjen ved et slikt tilfelle. No kan siste emi bli sett på som billig , noe den ikke blev da. Jeg vil tro at TG plattformen fortere kan bli en SoC med et eller flere av sine produkter og det uten bruk av millioner.Det kan bli mange år før vi er i emi posisjon, hviss vi kommer dit?