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Seizethemoney
1
Laat ons hopen dat de bodem +30 usd is , anders gaat deze eruit met zwaar verlies. Het machtspel van de institutionele en etc is oneindig . Het is idd meer emotioneel maar al teveel gelijksoortige meegemaakt , al is de gehele biotech zwaar onderuit de laatste maand wat houdvast geeft. Hopelijk deze week 38-40
Wil Helmus
0
Het lijkt erop dat de mogelijke keuze voor een grotere fase 2b-studie voor ARO-APOC3, in plaats van een kleine pivotal studie voor extra verkoopdruk heeft gezorgd afgelopen vrijdag. Tel daarbij op het voltooien van fase 2b ARO-HBV in 2023, waarbij men missch op eerder gerekend had, en het is te verklaren dat de koers een knauw krijgt. Niet leuk voor nu, op termijn komt het wel goed is mijn mening
wijzerplaat
0
BioBoyScout6 hours ago

Here's my take on all the latest gossip that's out there, and I finally found some time to getting around to posting it. First off, this is biotech; if you don't have patience then you shouldn't be invested in biotech. I'm seeing some wild analyses out there that are not grounded on any reliable facts or sources, like Arrowhead's lack of commercialization efforts. Seriously? I have not heard one analyst bring up this concern over the last couple of conference calls - why? because it's not anywhere near a concern yet.

Any near future commercialization that Arrowhead needs to potentially concern itself with is only with orphan indication drugs, and I highly doubt it will take more than 2 quarters to ramp up efforts to handle orphan drugs. This concern is definitely a bit premature, and it should have absolutely nothing to do with the share price. While it's obvious that some find this as an issue, and it's their right to value it as they like, but I know of no valuation models that punish a biotech with a pipeline like Arrowhead's because of no publicly made commercialization plans, that's just plain silly and has zero basis in fact. I have seen many of the analyst reports out there on Arrowhead, and not a single one has mentioned this as a concern, because they know it's not an issue. Also, don't forget that both JNJ-3989 and AMG 890 are good to go regarding commercialization when their time comes.

If you recall, Arrowhead has built a manufacturing facility in Madison that is FDA approved (GMP certified) and can handle manufacturing small amounts of drugs, and most likely can handle manufacturing enough supply for their orphan drugs. So that one important portion of commercialization (perhaps the most important) is ALREADY taken care of.

So why has Arrowhead's stock seen such a hit over the last few weeks? I doubt it's because of a lack of analyst price target upgrades, or that the rest of the biotech sector got hit really hard, and it probably has nothing to do with money shifting into other sectors, and don't even try to suggest that the covid pandemic has anything to do with it, or that CRISPR news is constantly overshadowing RNAi. It totally has to be the lack of a commercialization plan, yeah, that's the ticket, that has to be it because it just makes so much sense.

A biotech company's worth can be zero if its drugs aren't successful, or it can be worth a ton if its drug are successful. While trying to become "successful", a biotech's valuation comes in somewhere in between "zero" and "a ton". That's exactly why Wall Street analysts tend to rely on using a "risk-adjusted" discounted cash flow model in valuing biotech companies, as the valuation is risk-adjusted to a lower valuation while the company is on its way to trying to be successful.

So if all of Arrowhead's drugs fail, then by all means, the company is worth nothing. But if all of Arrowhead's drugs succeed (meaning that they've been approved and make it to commercialization), the company's valuation would actually be north of $100 billion. If you go into my valuation calculator and change the phase level for all the drugs to "Commercialized" and reduce the number of years to market to zero, then you'll see the valuation exceed $100 billion (that's how I actually came up with that number). So as it stands, Arrowhead is nowhere near having all of its drugs approved and commercialized. But Arrowhead is definitely somewhere in between zero and $100 billion. The valuation tends to go up when good efficacy and safety data comes in, and it goes down when the data is bad. So far, I have not seen any "bad" efficacy or safety data, as a matter of fact, it's been pretty darn stellar. As an investor, that keeps me locked and loaded and I will not fall for any shake-and-bake moves or crazy gossip that gets thrown around. With that in mind, theoretically, Arrowhead should be continually inching up every day, but we all know that market movement can have a pretty big impact.

Moving on to Madhu's interview with Chris, I found it to be very positive, particularly since I'm already very familiar with Arrowhead, it's TRiM platform, and it's growing pipeline. What made it especially positive to me is that Chris continues to push the potential success of ALL of its drugs in the pipeline. That tells me that there is currently no material information to suggest that there are any issues or problems with any of its drugs. I do think, however, that Chris could have done more to address the new investors that are out there, as I believe that there's a major lack of knowledge and general understanding in the industry about RNAi and what it can truly do for the world.

So going back to the question, why has Arrowhead's stock seen such a hit over the last few weeks? I honestly really don't know, but I do believe that every day Arrowhead continues to become more mature and more de-risked, it comes closer and closer to eventual approval and commercialization.

Bron:
finance.yahoo.com/quote/ARWR/communit...
Wil Helmus
0
quote:

wijzerplaat schreef op 14 september 2020 10:37:

BioBoyScout6 hours ago

Any near future commercialization that Arrowhead needs to potentially concern itself with is only with orphan indication drugs, and I highly doubt it will take more than 2 quarters to ramp up efforts to handle orphan drugs. This concern is definitely a bit premature, and it should have absolutely nothing to do with the share price. While it's obvious that some find this as an issue, and it's their right to value it as they like, but I know of no valuation models that punish a biotech with a pipeline like Arrowhead's because of no publicly made commercialization plans, that's just plain silly and has zero basis in fact. I have seen many of the analyst reports out there on Arrowhead, and not a single one has mentioned this as a concern, because they know it's not an issue. Also, don't forget that both JNJ-3989 and AMG 890 are good to go regarding commercialization when their time comes.

Bron:
finance.yahoo.com/quote/ARWR/communit...
Altijd leuk om te lezen, de posts van BBS. Benieuwd of 'koning Holden' nog met een tegenreactie komt...
nb
1
Ja, geeft de burger moed. En ook wel prikkelend om weer er terug in te komen.
Wat ie zegt is ook common sense/kan vriezen en dooien, klopt. Met de balans neigende naar pot met goud
Wil Helmus
0
Vandaag 2 firesite chats op het programma. Ik verwacht er niet teveel van, maar je weet maar nooit...

H.C. Wainwright 22nd Annual Global Investment Conference

September 15, 2020, 9:30 a.m. EDT – Chris Anzalone, Ph.D., Arrowhead’s president and CEO, will participate in a fireside chat presentation

Cantor Fitzgerald Global Healthcare Conference 2020

September 15, 2020, 2:00 p.m. EDT – Chris Anzalone, Ph.D., Arrowhead’s president and CEO, will participate in a fireside chat presentation

kiekes
1
Arrowhead ARO-AAT Phase 2 Interim Results in Patients with Alpha-1 Liver Disease Demonstrate Improvements in Key Parameters after Six Months of Treatment
- Up to 97% reduction in intra-hepatic Z-AAT polymer - Up to 95% reduction in intra-hepatic total Z-AAT burden - Up to 66% and 58% reduction in circulating ALT and GGT levels respectively - Up to 26% improvement in FibroScan values

September 16, 2020 07:30 AM Eastern Daylight Time
PASADENA, Calif.--(BUSINESS WIRE)--Arrowhead Pharmaceuticals Inc. (NASDAQ: ARWR) today announced positive interim 24-week liver biopsy results in four subjects from AROAAT2002, an open-label Phase 2 clinical study of ARO-AAT, the company’s second generation investigational RNA interference (RNAi) therapeutic being developed as a treatment for the rare genetic liver disease associated with alpha-1 antitrypsin deficiency (AATD). The results show clear evidence of a meaningful pharmacodynamic effect by ARO-AAT, leading to improvements in relevant biomarkers, including substantial reductions in intra-hepatic mutant AAT protein (Z-AAT), both Z-AAT monomer and Z-AAT polymer; improvements in liver stiffness based on FibroScan; and, a decrease in alanine aminotransferase (ALT) and gamma-glutamyl transferase (GGT), both serum biomarkers of liver injury.

After 24 weeks of treatment with investigational ARO-AAT in the AROAAT2002 study, serum and total intra-hepatic Z-AAT decreased in all four patients by up to 93% and 95%, respectively. Three of four patients demonstrated reductions from baseline in intra-hepatic Z-AAT polymer, with a maximum reduction of 97%. All four patients showed reductions in ALT and GGT, with maximum reductions of 66% and 58%, respectively. All patients demonstrated improved transient elastography FibroScan values, with three of four patients exhibiting greater than 20% reductions.

Javier San Martin, M.D., chief medical officer at Arrowhead, said: “While we had anticipated that 6 months of treatment with investigational ARO-AAT in the Phase 2 open label study would likely lead to substantial reductions in Z-AAT monomer, the improvements in additional clinically meaningful biomarkers, including reductions in Z-AAT polymer, improvements in FibroScan values, and decreases in ALT and GGT, were more substantial than we expected. These are very exciting results and provide us with increased confidence in the potential of this program. Based on these important data, we are actively assessing our clinical and regulatory path forward, including engaging with the U.S. Food and Drug Administration and other regulatory agencies, to identify areas where the program could potentially be streamlined and accelerated.”

Professor Pavel Strnad, M.D., University Hospital Aachen, Germany, and an investigator on the trial, said: “These data are very encouraging and suggest that ARO-AAT may rapidly ameliorate liver injury. It is particularly reassuring to see the decrease in liver enzymes, which suggests that elevations are related to proteotoxic stress that could be addressed with ARO-AAT therapy rather than reflecting co-morbidities. In addition, no major lung events have occurred in this study to date, which indicates that RNAi-based reduction of Z-AAT in the liver has not negatively affected lung function during the treatment period. I am pleased that all of my patients have opted to continue on study for the 12-month extension, and I am eager to follow their progress.”

Miriam O’Day, President & CEO of the Alpha-1 Foundation, stated: “The news regarding the Arrowhead ARO-AAT Phase 2 interim results for liver treatment in Alpha-1 Antitrypsin Deficiency brings hope to the Alpha-1 community in the midst of the COVID-19 pandemic. It is critically important that new treatments for patients who currently do not have therapeutic interventions move forward and encourages our optimism as we reimagine treatment for this condition and its underserved patient population.”

Mark Brantly, M.D., Scientific Director, Alpha-1 Foundation, stated: “The Arrowhead ARO-AAT Phase 2 open label clinical trial is exciting for the Alpha-1 community as it brings forward an intervention for the liver disease associated with Alpha-1 Antitrypsin Deficiency. The interim result of this study demonstrates proof of principle that RNA interference is a promising therapy for the liver disease associated with Alpha-1 Antitrypsin Deficiency. Alpha-1 Foundation is devoted to developing treatments for the Alpha-1 community by directly funding research, partnering with industry collaborators and supporting a research registry to accelerate the completion of clinical trials. This news is exciting and offers hope for the Alpha-1 community who joins us in celebrating this accomplishment and each step that moves our community closer to a cure.”

Arrowhead submitted a late-breaker abstract on the interim 24-week results for the first cohort of AROAAT2002 in which 4 patients received 200 mg ARO-AAT at Week 1, 4 and 16, and, if accepted, intends to present additional data at the American Association for the Study of Liver Disease (AASLD) Liver Meeting in November 2020.

AROAAT2002 (NCT03946449) is a pilot open-label, multi-dose, Phase 2 study to assess the response to ARO-AAT in approximately 16 patients with AATD associated liver disease and baseline liver fibrosis who will be enrolled in three cohorts. All eligible participants will require a pre-dose biopsy and an end of study biopsy. Treated participants will also be offered the opportunity to continue treatment in an open-label extension (OLE). Including the OLE, interim assessments will be made after 6 months, 12 months, 18 months, and 24 months of treatment with ARO-AAT. Arrowhead is also evaluating ARO-AAT in the ongoing SEQUOIA Phase 2/3 trial, which began in August 2019.

About Arrowhead Pharmaceutica
kiekes
1
Arrowhead Pharmaceuticals develops medicines that treat intractable diseases by silencing the genes that cause them. Using a broad portfolio of RNA chemistries and efficient modes of delivery, Arrowhead therapies trigger the RNA interference mechanism to induce rapid, deep, and durable knockdown of target genes. RNA interference, or RNAi, is a mechanism present in living cells that inhibits the expression of a specific gene, thereby affecting the production of a specific protein. Arrowhead’s RNAi-based therapeutics leverage this natural pathway of gene silencing.

For more information, please visit www.arrowheadpharma.com, or follow us on Twitter @ArrowheadPharma. To be added to the Company's email list and receive news directly, please visit ir.arrowheadpharma.com/email-alerts.

Was nog stukje bij, lijkt me goed nieuws
Wil Helmus
0
Tweet van BioBoyScout:

$ARWR WOW!!!
- Up to 97% reduction in intra-hepatic Z-AAT polymer
- Up to 95% reduction in intra-hepatic total Z-AAT burden
- Up to 66% and 58% reduction in circulating ALT and GGT levels respectively
- Up to 26% improvement in FibroScan values
#RNAi
t.co/UZeudWAlcg
Matsversch
0
quote:

kiekes schreef op 16 september 2020 13:41:

Arrowhead ARO-AAT Phase 2 Interim Results in Patients with Alpha-1 Liver Disease Demonstrate Improvements in Key Parameters after Six Months of Treatment
- Up to 97% reduction in intra-hepatic Z-AAT polymer - Up to 95% reduction in intra-hepatic total Z-AAT burden - Up to 66% and 58% reduction in circulating ALT and GGT levels respectively - Up to 26% improvement in FibroScan values

September 16, 2020 07:30 AM Eastern Daylight Time
PASADENA, Calif.--(BUSINESS WIRE)--Arrowhead Pharmaceuticals Inc. (NASDAQ: ARWR) today announced positive interim 24-week liver biopsy results in four subjects from AROAAT2002, an open-label Phase 2 clinical study of ARO-AAT, the company’s second generation investigational RNA interference (RNAi) therapeutic being developed as a treatment for the rare genetic liver disease associated with alpha-1 antitrypsin deficiency (AATD). The results show clear evidence of a meaningful pharmacodynamic effect by ARO-AAT, leading to improvements in relevant biomarkers, including substantial reductions in intra-hepatic mutant AAT protein (Z-AAT), both Z-AAT monomer and Z-AAT polymer; improvements in liver stiffness based on FibroScan; and, a decrease in alanine aminotransferase (ALT) and gamma-glutamyl transferase (GGT), both serum biomarkers of liver injury.

After 24 weeks of treatment with investigational ARO-AAT in the AROAAT2002 study, serum and total intra-hepatic Z-AAT decreased in all four patients by up to 93% and 95%, respectively. Three of four patients demonstrated reductions from baseline in intra-hepatic Z-AAT polymer, with a maximum reduction of 97%. All four patients showed reductions in ALT and GGT, with maximum reductions of 66% and 58%, respectively. All patients demonstrated improved transient elastography FibroScan values, with three of four patients exhibiting greater than 20% reductions.

Javier San Martin, M.D., chief medical officer at Arrowhead, said: “While we had anticipated that 6 months of treatment with investigational ARO-AAT in the Phase 2 open label study would likely lead to substantial reductions in Z-AAT monomer, the improvements in additional clinically meaningful biomarkers, including reductions in Z-AAT polymer, improvements in FibroScan values, and decreases in ALT and GGT, were more substantial than we expected. These are very exciting results and provide us with increased confidence in the potential of this program. Based on these important data, we are actively assessing our clinical and regulatory path forward, including engaging with the U.S. Food and Drug Administration and other regulatory agencies, to identify areas where the program could potentially be streamlined and accelerated.”

Professor Pavel Strnad, M.D., University Hospital Aachen, Germany, and an investigator on the trial, said: “These data are very encouraging and suggest that ARO-AAT may rapidly ameliorate liver injury. It is particularly reassuring to see the decrease in liver enzymes, which suggests that elevations are related to proteotoxic stress that could be addressed with ARO-AAT therapy rather than reflecting co-morbidities. In addition, no major lung events have occurred in this study to date, which indicates that RNAi-based reduction of Z-AAT in the liver has not negatively affected lung function during the treatment period. I am pleased that all of my patients have opted to continue on study for the 12-month extension, and I am eager to follow their progress.”

Miriam O’Day, President & CEO of the Alpha-1 Foundation, stated: “The news regarding the Arrowhead ARO-AAT Phase 2 interim results for liver treatment in Alpha-1 Antitrypsin Deficiency brings hope to the Alpha-1 community in the midst of the COVID-19 pandemic. It is critically important that new treatments for patients who currently do not have therapeutic interventions move forward and encourages our optimism as we reimagine treatment for this condition and its underserved patient population.”

Mark Brantly, M.D., Scientific Director, Alpha-1 Foundation, stated: “The Arrowhead ARO-AAT Phase 2 open label clinical trial is exciting for the Alpha-1 community as it brings forward an intervention for the liver disease associated with Alpha-1 Antitrypsin Deficiency. The interim result of this study demonstrates proof of principle that RNA interference is a promising therapy for the liver disease associated with Alpha-1 Antitrypsin Deficiency. Alpha-1 Foundation is devoted to developing treatments for the Alpha-1 community by directly funding research, partnering with industry collaborators and supporting a research registry to accelerate the completion of clinical trials. This news is exciting and offers hope for the Alpha-1 community who joins us in celebrating this accomplishment and each step that moves our community closer to a cure.”

Arrowhead submitted a late-breaker abstract on the interim 24-week results for the first cohort of AROAAT2002 in which 4 patients received 200 mg ARO-AAT at Week 1, 4 and 16, and, if accepted, intends to present additional data at the American Association for the Study of Liver Disease (AASLD) Liver Meeting in November 2020.

AROAAT2002 (NCT03946449) is a pilot open-label, multi-dose, Phase 2 study to assess the response to ARO-AAT in approximately 16 patients with AATD associated liver disease and baseline liver fibrosis who will be enrolled in three cohorts. All eligible participants will require a pre-dose biopsy and an end of study biopsy. Treated participants will also be offered the opportunity to continue treatment in an open-label extension (OLE). Including the OLE, interim assessments will be made after 6 months, 12 months, 18 months, and 24 months of treatment with ARO-AAT. Arrowhead is also evaluating ARO-AAT in the ongoing SEQUOIA Phase 2/3 trial, which began in August 2019.

About Arrowhead Pharmaceutica
Zeer goed nieuws!
Tijd om nog wat bij te kopen in deze diptijd
Activate
0
quote:

nb schreef op 14 september 2020 12:40:

Ja, geeft de burger moed. En ook wel prikkelend om weer er terug in te komen.
Wat ie zegt is ook common sense/kan vriezen en dooien, klopt. Met de balans neigende naar pot met goud
Neigt inderdaad naar die pot lijkt het vandaag! ;)
Matsversch
0
quote:

hosternokke schreef op 16 september 2020 13:56:

Spuit omhoog voorbeurs.
Jaaaa eindelijk!
Supernieuws, plus 3 vaccins op het randje van phase 3 !
Wil Helmus
0
Ik denk (en hoop) dat dit voor veel institutionele beleggers het moment is om in te stappen
Matsversch
0
quote:

Wil Helmus schreef op 16 september 2020 15:06:

Ik denk (en hoop) dat dit voor veel institutionele beleggers het moment is om in te stappen
Ik had net besloten vandaag bij te kopen en net nu stijgt ie megahard :D
kiekes
0
Ik stond op -26% bij arrowhead zou toch mooi zijn als dat in 1 dag weer wordt goedgemaakt
Matsversch
0
quote:

kiekes schreef op 16 september 2020 15:35:

Ik stond op -26% bij arrowhead zou toch mooi zijn als dat in 1 dag weer wordt goedgemaakt
Ik op -25%
Had net besloten bij te kopen maar nu alles gerecupereerd.
Zou ik bijkopen rond dit bedrag of wat denken jullie?
Geen idee of het gewoon terug gaat zakken morgen of verder de lucht in gaat
4finance
0
quote:

Matsversch schreef op 16 september 2020 15:41:

[...]

Ik op -25%
Had net besloten bij te kopen maar nu alles gerecupereerd.
Zou ik bijkopen rond dit bedrag of wat denken jullie?
Geen idee of het gewoon terug gaat zakken morgen of verder de lucht in gaat

Het blijft casino ;-) Ben erg blij met deze stijging....

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