BPC January 12 update

Hillstream HILS -13% IPO; Immuron IMRN +46% DoD Deal

Price and Volume Movers

Immuron Ltd. (NASDAQ: IMRN) shares closed up 46% at $3.83 after it was awarded AUD 6.2 million ($4.5 million) in funding in a new research agreement with the U.S Department of Defense to evaluate a military strength dosing regimen for Travelan.

Vaxxinity, Inc. (NASDAQ: VAXX) announced that the first patient with Parkinson's disease (PD) was dosed with UB-312 in Part B of a Phase 1 trial. Shares closed up 30% at $7.56.

Immix Biopharma, Inc. (NASDAQ: IMMX) released data showing that IMX-110 produced a 50% response rate in a soft tissue sarcoma (STS) mouse study, surpassing the STS standard of care doxorubicin's 0% response rate in the same mouse study. Shares closed up 18% at $6.43.

Vigil Neuroscience, Inc. (NASDAQ: VIGL) closed its initial public offering yesterday of 7,000,000 shares of its common stock at a price of $14.00 per share. Shares closed up 18% at $14.

Hillstream BioPharma, Inc. (NASDAQ: HILS) began trading on the Nasdaq Capital Market after its initial public offering of 3,750,000 shares at $4.00 per share. Shares closed down 13% at $3.48.

Aclaris Therapeutics (NASDAQ: ACRS) announced late Tuesday that David Gordon stepped down as chief medical officer and left the company on January 7th but has yet to name a replacement. Aclaris will hire several key leadership positions over the next few months to support its operational plans and strategic direction. Shares closed down 14% at $11.11.

Notable JPM presentations for Thursday, January 13, 2022: AUPH

Advancers

CompanyPriceChange
ARDS
Aridis Pharmaceuticals Inc.
$1.60+0.27  +20.30%
CINC
CinCor Pharma Inc.
$18.20+2.13  +13.25%
RVLP
RVL Pharmaceuticals plc
$1.20+0.11  +10.09%
ITCI
Intra-Cellular Therapies Inc.
$42.66+3.79  +9.75%
GMDA
Gamida Cell Ltd.
$3.24+0.28  +9.46%
HILS
Hillstream BioPharma Inc.
$3.36+0.23  +7.35%
KPTI
Karyopharm Therapeutics Inc.
$8.28+0.55  +7.12%
CNTX
Context Therapeutics Inc.
$2.10+0.13  +6.60%
LABD
Direxion Daily S&P Biotech Bear 3X Shares
$45.71+2.71  +6.30%
BDSI
BioDelivery Sciences International Inc.
$3.36+0.18  +5.66%

Decliners

CompanyPriceChange
IMMX
Immix Biopharma Inc.
$4.51-0.91  -16.79%
ACXP
Acurx Pharmaceuticals Inc.
$3.64-0.7  -16.13%
CGTX
Cognition Therapeutics Inc.
$3.50-0.64  -15.46%
HOOK
HOOKIPA Pharma Inc.
$1.50-0.26  -14.77%
CVAC
CureVac N.V.
$18.73-3.12  -14.28%
BFRI
Biofrontera Inc.
$3.47-0.53  -13.25%
BSGM
BioSig Technologies Inc.
$1.80-0.27  -13.04%
HCWB
HCW Biologics Inc.
$2.02-0.3  -12.93%
VRPX
Virpax Pharmaceuticals Inc.
$2.30-0.34  -12.88%
APM
Aptorum Group Limited
$1.48-0.21  -12.43%

Pipeline Database Updates

Drug Price Stage Catalyst Market Cap

ARWR – Arrowhead Pharmaceuticals Inc.
ARO-APOC3-3001 - (PALISADE)
Familial chylomicronemia syndrome (FCS), Hypertriglyceridemia

$50.84
-1.67  -3%
Phase 3 Phase 1/2 date reported APOC3 was reduced by 98% in FCS patients and 96% in MCM patients. Both groups showed similar maximum median reductions in TG of 91% and 90%, respectively, noted November 15, 2021. Phase 3 trial initiated, noted January 12, 2021.
$5.3 billion

ATAI – ATAI Life Sciences N.V.
PCN-101 (R-ketamine)
Drug-drug interaction (DDI)

$5.26
-0.29  -5%
Phase 2a IND cleared by FDA, noted January 12, 2021. Phase 2a clinical drug-drug interaction (DDI) study to initiate in early 2022 to assess PK when used concurrently with other drugs.
$843.2 million

CRNX – Crinetics Pharmaceuticals Inc.
CRN04894
Congenital adrenal hyperplasia and Cushing’s disease

$18.97
-1.96  -9%
Phase 1 Phase 1 preliminary safety, pharmacokinetic, and endocrine biomarker data released August 10, 2021. Data from MAD cohorts due in 1Q 2022.
$901.1 million

CYT – Cyteir Therapeutics Inc.
CYT-0851 - (Combo)
Solid tumors

$5.53
-0.30  -5%
Phase 1 Phase 1 combination trial first patient dosed January 12, 2022. Phase 1 safety data due by year-end 2022.
$195.6 million

HTBX – Heat Biologics Inc.
HS-110 and OPDIVO (nivolumab)
Non-small cell lung cancer (NSCLC)

$2.71
-0.13  -5%
Phase 2 Phase 2 data announced February 9, 2021 - median progression free survival (PFS) of 1.8 months and median overall survival (OS) of 24.6 months. End of Phase 2 meeting with FDA due in 1Q 2022. Phase 3 trial planned.
$68.8 million

IMAB – I-MAB
Efineptakin alfa (TJ107)
Solid tumors

$28.82
-3.83  -12%
Phase 2 Phase 2 trial first patient dosed January 12, 2022.
$2.3 billion

IMV – IMV Inc.
Maveropepimut-S (DPX-Survivac) and KEYTRUDA (pembrolizumab) - (VITALIZE)
Diffuse Large B Cell Lymphoma (DLBCL)

$1.20
-0.03  -2%
Phase 2b Phase 2b dosing initiated, noted January 12, 2022.
$98.6 million

MESO – Mesoblast Limited
Rexlemestrocel (MPC-06-ID)
Chronic low back pain

$4.19
-0.24  -5%
Phase 3 Phase 3 data reported that the durable reduction in pain through 36 months was greatest in the population with CLBP of shorter duration, noted January 12, 2022. Additional Phase 3 trial planned.
$542.5 million

NVCR – NovoCure Limited
Tumor Treating Fields (TTFields) - (PANOVA 3)
Pancreatic cancer

$67.18
-2.92  -4%
Phase 3 Phase 3 first patient dosed January 12, 2022. Phase 3 last patient enrollment due in 2023, final data due 2024.
$7 billion

OCGN – Ocugen, Inc.
BBV152 (COVAXIN)
COVID-19 (within U.S.)

$3.28
-0.28  -8%
Phase 2 Emergency Use Authorization (EUA) submitted to FDA for children ages 2-18 years, announced November 5, 2021. Phase 2 data reported that 75% had an antibody response 6 months post second dose and after receiving the booster, participants also saw an increase in antibody titers higher than those achieved after the two-dose primary series, noted January 8, 2022. Phase 2 data reported that 100% of test serum samples showed neutralization of the Delta variant and more than 90% of serum samples showed neutralization of the Omicron variant, noted January 12, 2022.
$653.3 million

ORMP – Oramed Pharmaceuticals Inc.
ORMD-0901
Type 2 diabetes

$8.91
-1.00  -10%
Phase 1 Phase 1 trial completed. Bioavailability (PK and PD) data expected in 1H 2022.
$341.3 million

ORMP – Oramed Pharmaceuticals Inc.
ORMD-0801
Non-alcoholic steatohepatitis (NASH)

$8.91
-1.00  -10%
Phase 2 Phase 2 trial top-line data due in 2H 2022. Over 50% enrollment September 15, 2021. Phase 2 enrollment to be complete by 1H 2022.
$341.3 million

PDSB – PDS Biotechnology Corporation
PDS0101 - (VERSATILE-002)
Head and neck cancer

$5.71
-0.36  -6%
Phase 2 Phase 2 achieved its preliminary safety benchmark in its first 12 patients September 20, 2021. Phase 2 completion of enrollment announced October 4, 2021. Phase 2 initial data to be presented at the Multidisciplinary Head and Neck Cancers Symposium February 24-26, 2022.
$162.4 million

PFE – Pfizer Inc.
PREVNAR 20 + COVID-19 Vaccine - (B74710126)
Pneumococcal + Covid-19 vaccine dual administration in 65<

$52.79
-1.26  -2%
Phase 3 Phase 3 top-line results noted that responses for all 20 serotypes and to the covid-19 vaccine were similar, with a safety profile similar to the booster dose, noted January 12, 2022.
$296.3 billion

VAXX – Vaxxinity Inc.
UB-312
Parkinson's disease

$8.16
+0.22  +3%
Phase 1 Phase 1 trial part A in healthy volunteers showed treatment to be well tolerated, with no significant safety findings, and immunogenic, with a high responder rate and antibodies that cross the blood-brain barrier. No SEA were observed in part A of the Phase 1 trial. Part B of Phase 1 trial first PD patient dosed January 12, 2022.
$1 billion