BPC September 01 update

Bellicum Pharmaceuticals BLCM License agreement +17%; ASLAN Pharmaceuticals ASLN upcoming P1 atopic dermatitis data

Price and Volume Movers

Bellicum Pharmaceuticals, Inc. (NASDAQ: BLCM) announced a global option and license agreement with the University of Texas MD Anderson Cancer Center. The agreement is in regards to CaspaCIDe, Bellicum's chemical induction of dimerization (CID) safety switch technology designed to eliminate cells in the event of toxicity. Under this agreement, MD Anderson will have the option to incorporate CaspaCIDe into certain cellular therapy programs. Shares closed up 17% to $3.54.

ASLAN Pharmaceuticals Limited (NASDAQ: ASLN) will release Phase 1 top-line data this month for its treatment for atopic dermatitis. A Phase 2b trial is to be initiated in the fourth quarter of 2021. In anticipation of the data release shares traded on heavy volume closing up 14% to $3.05.

Takeda Pharmaceutical Company Limited (NASDAQ: TAK) announced after hours that its Phase 3 PANTHER study did not meet its primary endpoints. The trial evaluated treatment for myelodysplastic syndromes (MDS), chronic myelomonocytic leukemia (CMML), and low-blast acute myeloid leukemia (AML). Full data results will be submitted for presentation at an upcoming medical congress. Shares are currently down 1.2% at 16.68 in after-hours trading.

Moderna, Inc. (NASDAQ: MRNA) shares closed up 4% to $389.94. Belgian researchers found that its mRNA vaccine produced twice as many antibodies as its rival Pfizer and Biontech SE. The company also announced after hours the submission of initial data to the FDA for its COVID-19 vaccine booster shot. An additional 50 mg of dose showed robust antibody responses of more than 40x against the delta variant.

Advancers

CompanyPriceChange
CRVS
Corvus Pharmaceuticals Inc.
$5.32+3.06  +135.40%
IPHA
Innate Pharma S.A.
$8.10+2.35  +40.87%
CYDY
Cytodyn Inc
$2.01+0.37  +22.56%
SURF
Surface Oncology Inc.
$7.10+1.09  +18.14%
ATNM
Actinium Pharmaceuticals Inc. (Delaware)
$7.83+1.15  +17.22%
EVLO
Evelo Biosciences Inc.
$8.34+1.03  +14.09%
MGTA
Magenta Therapeutics Inc.
$7.79+0.92  +13.39%
CNTB
Connect Biopharma Holdings Limited
$23.06+2.51  +12.21%
TRVN
Trevena Inc.
$1.36+0.14  +11.48%
FULC
Fulcrum Therapeutics Inc.
$30.83+3.14  +11.34%

Decliners

CompanyPriceChange
PTGX
Protagonist Therapeutics Inc.
$17.53-28.6  -62.00%
TCRR
TCR2 Therapeutics Inc.
$9.99-5.73  -36.45%
ELYM
Eliem Therapeutics Inc
$18.77-5.27  -21.92%
JANX
Janux Therapeutics Inc.
$27.39-6.96  -20.26%
ICVX
Icosavax Inc.
$33.06-6.4  -16.22%
IPSC
Century Therapeutics Inc.
$24.76-4.49  -15.35%
GRTS
Gritstone bio Inc.
$11.50-2.04  -15.07%
VERV
Verve Therapeutics Inc.
$59.88-9.99  -14.30%
INAB
IN8bio Inc.
$7.00-1.09  -13.47%
TNYA
Tenaya Therapeutics Inc.
$20.85-3.2  -13.31%

Pipeline Database Updates

Drug Price Stage Catalyst Market Cap

ASMB – Assembly Biosciences Inc.
ABI-H2158
Hepatitis B virus (HBV)

$3.23
+0.01  +0%
Phase 2 Phase 2 trial has been discontinued September 1, 2021.
$145.3 million

AXGN – Axogen Inc.
Avance Nerve Graf ( RECON )
Severed peripheral nerves

$16.53
+0.60  +4%
Phase 3 Phase 3 preliminary report of trial data due 2Q 2022. BLA filing due 2023.
$684.3 million

BGNE – BeiGene Ltd.
BRUKINSA (zanubrutinib)
Waldenström’s macroglobulinemia

$403.14
+17.90  +5%
Approved FDA Approval announced September 1, 2021.
$37.5 billion

CHRS – Coherus BioSciences Inc.
Toripalimab
Nasopharyngeal carcinoma (NPC)

$17.56
+1.53  +10%
BLA Filing BLA rolling submission completed 3Q 2021.
$1.3 billion

DVAX – Dynavax Technologies Corporation
VLA2001-301 + alum and CpG 1018 (COV-COMPARE)
COVID-19 vaccine

$14.89
+0.45  +3%
Phase 3 Phase 3 top-line data due early-4Q 2021. Phase 3 trial completed enrollment September 7, 2021.
$1.7 billion

IBRX – ImmunityBio Inc.
IL-15 Superagonist N-803 (QUILT 3.032)
BCG-Unresponsive Bladder Cancer Carcinoma

$10.18
+0.44  +5%
Phase 2/3 Phase 2/3 trial data showed a complete response rate of 72% with a median duration of 19.9 months, and 85% remaining Cystectomy-free, noted September 13, 2021.
$4 billion

IMMP – Immutep Limited
Eftilagimod alpha and KEYTRUDA (pembrolizumab) - TACTI-002
Non-small cell lung cancer; Head and neck cancer

$3.92
+0.06  +2%
Phase 2 Phase 2 completion of enrollment and dosing in stage 2 September 1, 2021. Phase 2 interim data due in 2021 or early 2022.
$293.3 million

INMB – INmune Bio Inc.
XPro (pegipanermin)
Alzheimer’s disease

$18.34
+0.27  +1%
Phase 1b Phase 2 trial planned with data due 2H 2023.
$327.2 million

MRK – Merck & Company Inc.
Molnupiravir (MOVe-AHEAD)
COVID-19

$71.68
-0.29  -0%
Phase 3 Phase 3 initiated in unvaccinated patients.
$181.4 billion

MRSN – Mersana Therapeutics Inc.
Upifitamab Rilsodotin (XMT-1536) - UPLIFT
Ovarian Cancer, Non Small Cell Lung Cancer

$9.89
+0.18  +2%
Phase 1 Phase 1 initial data released September 10, 2021. Complete response rate 2.6% (2/75); overall response rate 23% (17/75) in all patients. 22 patients not evaluable.
$709.7 million

PFE – Pfizer Inc.
VLA15-221
Lyme disease vaccine

$43.89
-0.58  -1%
Phase 2 Phase 2 top-line data due 1H 2022. Recruitment is complete for pediatric trial September 7, 2021.
$246.1 billion

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

VALN – Valneva SE
VLA1553
Chikungunya Virus Infection

$27.25
-0.85  -3%
Phase 3 Phase 3 trial met primary endpoint - August 5, 2021. Phase 3 final data due 1Q 2022.
$1.4 billion

XERS – Xeris Pharmaceuticals Inc.
Levothyroxine (XP-8121)
Hypothyroidism

$2.60
+0.07  +3%
Phase 1 Phase 1 completion of enrollment and dosing September 1, 2021. Preliminary data due 1Q 2022.
$172.9 million