Biotech pharma steroids

$EXEL
http:///press-release/bristolmyers/bristol-myers-squibb-announces-top-line-results-checkmate-026-phase-3-stu
Thoughts:
1) BMY will look at EXEL more closely for combinations due to their 1L failure in lung cancer using Opdivo. RCC, and Lung are two top markets for IO drugs and Exelixis presumably works in both. There was a mention of potential in lung cancer combination trial during the earnings call.
2) Japan deal could be made now that earnings are out, they might be asking for more money due to Cabosun now being pursued for FDA approval for 1L RCC albeit confidentially.
3) After Japanese deal, and Ipsen European payment Exelixis might have a larger sum of money to pay down the convertible debt in cash and stock combination.
4) Potential bidding war for Exelixis between BMY, Pfizer, and Roche.

SIDE EFFECTS:
It should be noted that in theory if one was to consistently suppress your natural estrogen levels for a long period of time, this would negatively impact your health, including your cholesterol. Due to the ability of Letrozole- to inhibit estrogen so much, this should definitely be a concern to most users. However the research that has focused on the relationship between use of letrozole and cholesterol levels is rather inconsistent in it's findings. Many studies have concluded that the compound is detrimental to both a user's HDL and LDL cholesterol levels, while other research has found no link. Obviously individuals are best served to monitor their cholesterol while using any compound via blood tests however barring that, letrozole should simply not be run for extended periods of time if at all possible. Doing so could cause serious medical complications.
Along with the issues related to blood lipids is the fact that many users complain that their libido is dramatically reduced when using the compound. This is related to the fact that estrogen is partly responsible for the regulation of an individual's sex drive. Since Letrozole- is so potent it can often drive estrogen levels too low and this inhibits a user's libido. To avoid this users can lower dosages, but some anecdotally report that even extremely low doses of the drug can cause problems. If this is the case a less potent compound such as exemestane or anastrozole may be a more appropriate option.

You say: “I admit I didn’t expect the stock to reach before ESMO, don’t expect it to move much higher without something new (Japan deal, phenomenal CABOSUN data, intriguing PD1 combo data or of course M&A)”
Yes, fair enough. However, there is a very high probability that a Japan deal will be announced soon OR that a Japanese company will acquire EXEL. Also, given what MammaRoche is doing you can safely expect intriguing PD1 combo data . Moreover CABOSUN data should indeed be very solid (or phenomenal).
No wonder that the stock is at 15$…

Calcium Indicators are small molecules that can chelate calcium ions. All these molecules are based on an EGTA homologue called BAPTA (with exception of coelenterazines), with high selectivity for calcium (Ca) ions versus magnesium (Mg) ions. This group of indicators includes fura-2, indo-1, fluo-3, BTC, Rhod-2, etc. These dyes are generally used with the chelator carboxyl groups masked as acetoxymethyl esters, in order to render the molecule lipophilic and to allow easy entrance into the cell. Once the indicator is in the cell, cellular esterases will free the carboxyl and the indicator will be able to bind calcium.

Biotech pharma steroids

biotech pharma steroids

Calcium Indicators are small molecules that can chelate calcium ions. All these molecules are based on an EGTA homologue called BAPTA (with exception of coelenterazines), with high selectivity for calcium (Ca) ions versus magnesium (Mg) ions. This group of indicators includes fura-2, indo-1, fluo-3, BTC, Rhod-2, etc. These dyes are generally used with the chelator carboxyl groups masked as acetoxymethyl esters, in order to render the molecule lipophilic and to allow easy entrance into the cell. Once the indicator is in the cell, cellular esterases will free the carboxyl and the indicator will be able to bind calcium.

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