BPC July 30 update

Alzheimer's stocks add to post-conference losses - Annovis ANVS -21%; Cassava SAVA -33%

Price and Volume Movers

ERYTECH Pharma (NASDAQ:ERYP) shares closed up 55% to $6.37 following news announced after-hours Thursday that the FDA granted Eryaspase Fast Track designation (FTD) for the treatment of acute lymphocytic leukemia. FTD is designed to expedite development of pharmaceutical products which demonstrate the potential to address unmet medical needs in serious or life-threatening conditions. Shares had initially traded up well over 100% during the after hours session Thursday.

Annovis Bio, Inc. (NASDAQ:ANVS) shares closed down 21% to $34.43, adding to its loss of 66% on Thursday when it released updated data from its trial of Posiphen in patients with Alzheimer's and Parkinson’s disease. The data showed that patients on placebo saw improved cognitive impairment compared with Posiphen. Cassava Sciences, Inc. (NASDAQ:SAVA) shares which fell 23% Thursday following its presentation of Alzheimer's data, also added to its losses Friday, closing down a further 33% to $69.53.

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Other major price movers (stocks priced > $1.00, volume > 50k listed on NASDAQ/NYSE):

Refer to the BioPharmCatalyst Biotech Stocks page for Top 10 Gainers/Losers/Unusual Volume:

ADVANCERS:

Rallybio Corporation Common Stock (RLYB): $17.00; +21%.

Brainstorm Cell Therapeutics Inc. (BCLI): $4.03; +14%.

GH Research PLC (GHRS): $19.70; +13%.

PolyPid Ltd. (PYPD): $8.17; +13%.

Atreca, Inc. (BCEL): $5.49; +12%.

DECLINERS:

Icosavax, Inc. Common Stock (ICVX): $24.85; -29%.

Atossa Therapeutics, Inc. (ATOS): $2.99; -23%.

Xenetic Biosciences, Inc. (XBIO): $4.07; -23%.

Translate Bio, Inc. (TBIO): $27.64; -22%.

PainReform Ltd. (PRFX): $2.88; -17%.

Pipeline updates below:

Pipeline Database Updates

Drug Price Stage Catalyst Market Cap

IMAB – I-MAB
Protollin
Alzheimer's Disease

$75.85
+7.71  +11%
Phase 1 Phase 1 IND filing acceptance announced July 30, 2021.
$5.7 billion

IMGN – ImmunoGen Inc.
Mirvetuximab - MIRASOL
Cancer - ovarian cancer and relapsed endometrial cancer

$5.80
+0.12  +2%
Phase 3 Phase 3 top-line data due 3Q 2022.
$1.2 billion

IMGN – ImmunoGen Inc.
Mirvetuximab - SORAYA
Ovarian cancer

$5.80
+0.12  +2%
Phase 3 Phase 3 trial data due 4Q 2021.
$1.2 billion

IMGN – ImmunoGen Inc.
IMGC936
Solid Tumors

$5.80
+0.12  +2%
Phase 1 Phase 1 initial data due early-2022.
$1.2 billion

IMGN – ImmunoGen Inc.
IMGN632
Relapse/Refractory AML, ALL, BPDCN

$5.80
+0.12  +2%
Phase 1/2 Phase 1/2 initial AML data due at ASH December 11-14, 2021.
$1.2 billion

LXRX – Lexicon Pharmaceuticals Inc.
LX9211 (RELIEF-DPN 1)
Diabetic Peripheral Neuropathy

$4.86
+0.28  +6%
Phase 2 Phase 2 data due 1H 2022.
$702.1 million

LXRX – Lexicon Pharmaceuticals Inc.
LX9211 (RELIEF-PHN 1)
Post-herpetic neuralgia

$4.86
+0.28  +6%
Phase 2 Phase 2 data due 1H 2022.
$702.1 million

OPTN – OptiNose Inc.
XHANCE
Chronic sinusitis

$2.85
+0.01  +0%
Phase 3 Phase 3 data due 1Q 2022.
$151.9 million

PHVS – Pharvaris N.V.
PHVS416 (RAPIDe-1)
Hereditary angioedema - on demand

$18.15
+0.15  +1%
Phase 2 Phase 2 trial initiation announced February 26, 2021. Data due 2022.
$601.4 million

PHVS – Pharvaris N.V.
PHVS416 (CHAPTER-1)
Hereditary angioedema - prophylactic use

$18.15
+0.15  +1%
Phase 2 Phase 2 trial to be initiated in 2021 with data due 2022.
$601.4 million

PHVS – Pharvaris N.V.
PHVS719
Hereditary angioedema - prophylactic use

$18.15
+0.15  +1%
Phase 1 Phase 1 trial to be initiated in 2021.
$601.4 million

TAK – Takeda Pharmaceutical Company Limited American Depositary Shares (each representing 1/2 of a share of)
Pevonedistat-3001 (PANTHER)
Higher-risk myelodysplastic syndromes (HR-MDS), chronic myelomonocytic leukemia (CMML) and low-blast acute myeloid leukemia (AML)

$17.15
-0.05  -0%
Phase 3 Phase 3 data did not meet primary endpoint September 1, 2021.
$53.9 billion

TAK – Takeda Pharmaceutical Company Limited American Depositary Shares (each representing 1/2 of a share of)
TAK-906
Gastroparesis

$17.15
-0.05  -0%
Phase 2b Phase 2b data due 3Q 2021.
$53.9 billion

TAK – Takeda Pharmaceutical Company Limited American Depositary Shares (each representing 1/2 of a share of)
TAK-755
Immune Thrombotic Thrombocytopenic Purpura (iTTP)

$17.15
-0.05  -0%
Phase 2 Phase 2 data due 4Q 2021 / 1Q 2022.
$53.9 billion