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Farmas USA

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#63161

Re: Re: Farmas USA

Parece que los resultados estaban siendo descontados con las bajadas continuas de estas semanas pasadas. Si hubiesen estado en lo previsto o un poco mejores la subida habría sido muy fuerte AMRN

#63162

Re: Farmas USA

DelMar Pharmaceuticals, Inc.
(OTCQB: DMPI, Target Price: $4.53)
We initiate coverage on DelMar Pharmaceuticals, Inc. (“DelMar”) with a price target of $4.53 per share. DelMar is a biotechnology company focused on the development and commercialization of well-validated anti-cancer
therapies in orphan drug indications where patients are failing modern targeted or biologic treatments. Their lead compound VAL-083, is a potential new treatment for glioblastoma multiforme ("GBM"), the most common and aggressive form of brain cancer.

INVESTMENT HIGHLIGHTS
VAL-083 as a potential new treatment for glioblastoma multiforme DelMar’s lead drug candidate, VAL-083, is a novel alkylating agent representing a "first in class" small-molecule chemotherapeutic. DelMar initiated clinical trials on VAL-083 in October 2011 as a potential new treatment for glioblastoma multiforme ("GBM"), the most common and
aggressive form of brain cancer. VAL-083 has a differentiated mechanism of action than current standard therapies and in separate historical clinical trials, the combination of VAL-083 and radiation therapy showed a median
survival benefit comparable or superior to that of Merck’s (NYSE: MRK) Temodar®, the current front line treatment for GBM. Furthermore, VAL-083 has shown benefits in both newly diagnosed and recurrent GBM patients, which could lead to a broad acceptance upon FDA approval. DelMar is currently conducting a Phase I/II trial for VAL-083 and recently released a
trial update at the annual Society for Neuro-Oncology (SNO) meeting in San Francisco.

Partnership with Guangxi Wuzhou Pharmaceutical Group Co. Ltd.
In October of 2012, DelMar announced a strategic collaboration with Guangxi Wuzhou Pharmaceutical Company, a subsidiary of publicly traded Guangxi Wuzhou Zhongheng Group Co., Ltd. for the development of VAL-
083. VAL-083 is approved by the Chinese State Food and Drug Administration (“CFDA”) as a cancer chemotherapeutic for the treatment of Chronic Myelogenous Leukemia (“CML”) and lung cancer. Guangxi Wuzhou Pharmaceuticals will be the exclusive world-wide supplier of VAL-083 and DelMar was granted commercial rights to VAL-083 in China.
DelMar is looking for an additional marketing and distribution partnership which could lead to royalty revenues in 2014E.
Experienced management team and deep Board of Directors DelMar has a highly seasoned management team and deep Board of
Directors and company advisors, who together have been responsible for the successful development & commercialization of over 20 oncology products. Co-founders Jeffrey Bacha (President and CEO) and Dr. Dennis Brown (Chief Scientific Officer) have founded and co-founded numerous biotechnology firms throughout their careers. DelMar leverages their relationship with Valent Technologies, LLC, a company owned by Dr. Brown, to evaluate and identify potential drug candidates. DelMar
purchased the rights to VAL-083 from Valent Technologies.

Initiate coverage with a price target of $4.53
Our analysis indicates a fair value estimate of $4.53 per share (detailed on page 8), implying an upside of 353% from the recent price of $1.00. We view DelMar as a highly speculative opportunity in the biotechnology field.
DelMar has numerous catalysts over the next 12-18 months, including updated Phase I/II results, the commencement of a Phase II/III trial and revenue opportunities in China. With a differentiated mechanism of action and orphan drug status in a category with significant unmet medical need,we see VAL-083 as a high risk, high reward opportunity for investors
looking for exposure to the oncology space.

VAL-083 as a potential new treatment for glioblastoma multiforme
DelMar’s lead drug candidate, VAL-083, was originally synthesized and studied in the 1960’s and is a novel alkylating agent representing a "first in class" small-molecule chemotherapeutic. The molecular structure of VAL-083 is not an analogue or derivative of other small molecule chemotherapeutics approved for the treatment of cancer. Alkylating agents are a commonly used class of chemotherapy drugs. They work by binding to DNA and interfering with normal DNA replication processes within the cancer cell, preventing the cell from making the proteins necessary for survival and growth. After exposure to alkylating agents, the cancer cell becomes dysfunctional and dies. VAL-083 has been assessed in multiple clinical studies sponsored by the National Cancer Institute ("NCI") in the US as a treatment against various cancers including lung, brain, cervical, ovarian tumors and leukemia. It is also approved as a cancer chemotherapeutic in China for the treatment of leukemia & lung cancer. Published pre-clinical and clinical data suggest that VAL-083 alkylates and crosslinks DNA, which ultimately leads to cancer cell death. In addition, VAL-083 does not show cross-resistance to other conventional chemotherapeutic agents, has a long half-life in the central nervous system and accumulates preferentially to brain tumor tissue vs. normal brain matter. In the NCI-sponsored clinical studies, the most promising results came for the treatment of brain cancer. VAL-083 has been assessed as a potential chemotherapeutic in the treatment of both newly diagnosed and recurrent brain tumors. In historical NCI-sponsored studies, more than 40% of patients treated with VAL-083 achieved tumor regression and an additional 20% - 30% demonstrated stabilization.
DelMar plans to initially position VAL-083 as a potential new treatment for glioblastoma multiforme ("GBM"), the most common and aggressive form of brain cancer. The current treatment regimen for newly diagnosed GBM patients is surgery followed by radiotherapy combined with chemotherapy. More recently, two chemotherapeutic agents have been used in conjunction
with radiation therapy, Merck’s (NYSE: MRK) Temodar for newly diagnosed GBM patients and Roche’s (SWX:ROG:VX) Avastin for recurrent disease. Following surgery, Temodar in combination with radiation is the front-line GBM therapy. However, roughly 60% of GBM patients treated with Temodar experience tumor progression within one year. In clinical studies where Avastin was used as a second line treatment of GBM in patients failing Temodar, the drug only demonstrated a 20%-26% response rate. This implies that over half of the patients who are diagnosed with GBM will fail both frontline therapy and Avastin. VAL-083 has a differentiated mechanism of action and in separate historical clinical trials, the combination of VAL-083 and radiation therapy
showed a median survival benefit comparable or superior to that of Temodar plus radiation.

#63163

Re: Farmas USA

Bueno, me meto en ATHX a 1.33 ... Y espero que esta inversión, junto con NVAX, NYMX e INO sean buenas piezas a medio plazo... Intentaré hacer lo mismo que con ADXS: comprar e irlas viendo madurar poco a poco... si la maduración puede ser rápida, no me quejaré...

#63166

Re: Farmas USA

XOMA

#63168

Re: Farmas USA

Gracias Jose, muchos datos por liberar, eso si nadie garantiza que salgan bien, también repito que tienen un anti cd-20 (Rituxan, Gazyva, Arzerra, ya aprobados)el de TGTX de última generación, y un inhibidor Pi3k delta, (Idelalisib, ya aprobado)el de TGTX sin hepatotoxicidad hasta ahora. Mucho mucho por liberar, aunque lo gordo la fase 3 en teoría para mediados del 2016.

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