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News of Note - March 5-7, 2023

BULL BEAR BRES|NAHAN

Tuesday, March 7, 2023

As of -> 09:39 EET



Programming update, the delay has been delayed, back for now..


De-globalization, not so much, we're talking re-globalization; which has me thinking about volumes and pricing power..


Perhaps we’re entering an era of lower volumes (higher interest rates lean me in this direction as well) which would level the playing field a touch – your scale comes with less benefits as you’re spending money to stand in place (assuming you participate)..


Where do we find sustainable pricing power and better yet the ability to still leverage scale??


😊


Br. -john



 


*PRESS RELEASES*


CARLB DC

Carlsberg


EO Cees ’t Hart has decided to retire



SAN FP | SNY & REGN

Sanofi & Regeneron


Dupixent® (dupilumab) application for treatment of chronic spontaneous urticaria (CSU) in adults and adolescents accepted for FDA review



EQNR NO | EQNR & PETR3 BZ | PETR4 BZ | PBRA | PBR

Equinor & Petrobras


Petrobras and Equinor sign agreement to evaluate seven offshore wind projects in Brazil



MRK

Merck


Investigational Activin Signaling Inhibitor Sotatercept Improved Six-Minute Walk Distance by 40.8 Meters at Week 24 Versus Placebo in Adults with Pulmonary Arterial Hypertension on Background Therapy


MK-0616, an Investigational Oral PCSK9 Inhibitor, Significantly Reduced LDL-C in Patients with Hypercholesterolemia in Phase 2b Study


US FDA Approves Intramuscular Administration for Merck’s MMRV Family of Vaccines: M-M-RII (Measles, Mumps, and Rubella Virus Vaccine Live), VARIVAX (Varicella Virus Vaccine Live), and ProQuad (Measles, Mumps, Rubella and Varicella Virus Vaccine Live)



PHIA NA | PHG

Koninklijke (Royal) Philips


Clinical evidence presented at ACC.23/WCC highlights how utilization of Philips cardiology solutions is improving the quality and efficiency of patient care



KEMIRA FH & METSA FH

Kemira & Metsä Group


To accelerate sustainability cooperation to develop a new sustainable product or raw material



4568 JT & AZN LN | AZN SS | AZN

Daiichi Sankyo & AstraZeneca


ENHERTU(R) Showed Clinically Meaningful and Durable Responses Across Multiple HER2 Expressing Tumor Types in DESTINY-PanTumor02 Phase 2 Trial



 


[BIO]



BMRN

BioMarin


Provides Update on FDA Review of ROCTAVIAN™ (Valoctocogene Roxaparvovec) Gene Therapy for Adults with Severe Hemophilia A



VYGR & NOVN SW | NVS

Voyager Therapeutics & Novartis


To Receive $25 Million Payment for License of Next-Generation AAV Capsids for Multiple Neurologic Disease Targets



TRDA

Entrada Therapeutics


Reports Fourth Quarter and Full Year 2022 Financial Results



ADAP

Adaptimmune


Reports Fourth-Quarter and Full Year Financial Results and Business Update


Adaptimmune and TCR2 Therapeutics Announce Strategic Combination to Create a Preeminent Cell Therapy Company for Solid Tumors



CYTK

Cytokinetics


Presents Positive Results From Cohort 4 of REDWOOD-HCM and Long-Term Results From FOREST-HCM at the American College of Cardiology 72nd Annual Scientific Session



 


*ARTICLES, ETC.*



Evaluate


ACC 2023 – Merck reaches for the stars

  • The Stellar trial of sotatercept lives up to its name, but the asset did not come cheap.


ACC 2023 – Merck’s oral cholesterol lowerer shows mid-stage promise

  • The oral PCSK9 project MK-0616 meets its targets in phase 2, which could be bad news for Novartis.


ACC 2023 – Esperion investors don’t buy medics’ enthusiasm


T-cell receptor behemoths consolidate? Not quite

  • Adaptimmune merges with TCR2, but the move is effectively an equity raise with benefits.

Achondroplasia win propels Bridgebio


ACC 2023 – Esperion’s outcomes win looks lacklustre

  • A 13% reduction in the risk of cardiovascular events is statistically significant but not spectacular.



Stat


The Obesity Revolution

  • New weight loss drugs are changing the narrative on obesity, with a push from pharma

With a potent new medicine, Merck marks a return to cardiology


By cutting insulin prices, Eli Lilly avoids paying big Medicaid rebates


In North Carolina, a small hospital deal poses big antitrust questions



End Points


Large biopharma companies cull about 40 immuno-oncology programs over the last two quarters


Merck unwraps full PhIII data on the centerpiece from its $11.5B Acceleron buyout: #ACC23


Months after reorg, Adaptimmune merges with fellow cell therapy developer


With PhII success, BridgeBio wades deeper into dwarfism drug debate


Aclaris shares halved after mid-stage skin disorder fail


Voyager nabs $25M cash as Novartis runs with two AAV capsids for neuro gene therapy


Cytokinetics' heart drug shows positive results after FDA rejection of earlier treatment: #ACC23



Bloomberg


Takeda Offers Dengue Shot Cheaper in Brazil, Indonesia

  • Brazilian authorities approved the immunization this week

  • Cutting cost by up to two-thirds should boost access to shot

The New European Energy Normal Remains Rather Painful

  • Gas prices are down from their peak, but still elevated. European companies face a long-term loss of competitiveness.

Work Phones Make a Comeback as Offices Ban WhatsApp, TikTok

  • Companies worried about security hand staffers second phones

  • Mobile carriers ride a sales surge in company-issued devices

Microsoft Expands Game Pass as Regulators Fret Over Activision Deal

  • The subscription service, which dominates competing efforts from Sony and Amazon, is moving into dozens of new countries.



Other


'I can't get my money out': Billionaire investor Mark Mobius says China is restricting flows of capital out of the country


New purification method could make protein drugs cheaper

  • MIT engineers find specialized nanoparticles can quickly and inexpensively isolate proteins from a bioreactor.

Enhancing Protein Crystal Nucleation Using In Situ Templating on Bioconjugate-Functionalized Nanoparticles and Machine Learning



Science


Alpaca-derived antibodies could protect plants from disease

  • A “creative” strategy to keep crops healthy borrows key pathogen detectors from the animal immune system

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