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Archive: Info on Celgene-Abraxis CVR tied to Abraxane milestones

07/31/2012

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CELGZ Abraxis CVR

43,273,855 CVRs issued at $5.20 valuation. Cash payments up to $650m

$250m upon NSCLC approval with PFS claim ($5.77 per share)
$400m ($300m if after 4/1/2013) for approval in pancreatic cancer with OS claim ($9.24/$6.93 per share)



per calendar year ($2011 sales totaled $386m):

2.5% of sales between $1-2 B
5% of sales $2-3B
10% of sales >$3B


Final p3 NSCLC results at ASCO
http://ir.celgene.com/phoenix.zhtml?c=111960&p=irol-newsArticle&ID=1570826&highlight=

-US submission 12/9/11
-EU filling targeted 1h-2012
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History and Commentary on Pacific Biosciences $PACB Single Molecule Sequencing

07/28/2012

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Pacific Biosciences stock ($PACB) continues to trade below net cash value, but continues to struggle financially as their try to establish their business in the highly competitive sequencing market. The company reported earnings on 7/26/2012 and sold only one sequencing in the second quarter (not a surprise though based on previous commentary). We'll have more info from the conference call shortly, but for now review the history and business of PACB, courtesy of contributor Dale Yuzuki (read much more of Dale's work on his blog).

Disclosures: No position in PACB for the author or Editor of BiotechDueDiligence.


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GNOM: Complete Genomics, LFR Technology, and the Nature paper

07/19/2012

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Continue reading below for a detailed analysis of the latest technology development from GNOM Complete Genomics in the next-generation sequencing landscape, from our friend Dale Yuzuki, an industry professional and blogger at www.yuzuki.org.


The next catalyst awaiting GNOM is submission of their application very shortly in order to become a CLIA-certified laboratory, a key achievement for targeting the clinical genome sequencing market.


Disclosures for the author and editor: None.

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GNOM - timeline of recent events as we await next catalyst

07/06/2012

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Our friend @ddlow is back with more research on Complete Genomics. It should be an interesting summer for the company as we await the big news of a result of their strategic alternatives evaluation process. In the short term, a Nature publication should come out any day regarding the Long Frgament Read technology (LFR), likely in advance of a 7/12/2012 seminar on the same topic. See the link collection below to catch up on recent developments and put them all in context.

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