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ISIS: Quick Notes from Roche Huntington's Disease Webcast

04/24/2013

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On April 8, 2013, Isis Pharma and Roche announced a new alliance around treating Huntington's Disease with an antisense approach to target huntingtin (HTT). Here are the quick highlights from the webcast (no slide deck):
•  $30m upfront and typical Isis option deal with total of $362m milestones
•  Royalties are tiered and double digit but stay below 20%
•  Initial approach to target wild-type and mutant HTT but could also try to target just mutant form in subset of patients
•  Still early preclinical stage, have not yet selected a development candidate for IND enabling studies
•  Would not commit to phase 1 timeline (late 2014?)
•  As of now Isis only gains access to Roche brain shuttle technology for the HTT target.
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MNTA and biosimilars: notes from partners and competitors from 4q-2012 earnings

04/03/2013

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This post will summarize highlights from biopharma conference calls - including Novartis, Roche, Baxter, and Sanofi - that are relevant either to Momenta Pharma MNTA specifically, or to the biosimilars space in general.

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CRIS - notes on ERIVEDGE from partner Roche earnings and annual report

03/07/2013

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Curis Inc CRIS licensed their hedgehog inhibitor ERIVEDGE (vismodegib) to pharma giant Roche and the drug was approved for advanced basal cell carcinoma (BCC) in early 2012. Continue reading below for the latest updates on the marketing and continued development of the drug from Roche's 2012 year-end earnings release, conference call, and annual report.

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MNTA Momenta Pharma and Biosimilars competition: updates for 3q-2012

12/17/2012

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2012 continues to be an eventful year for Momenta Pharma and their generic drug programs for Lovenox, Copaxone, and undisclosed biosimilars or follow-on biologics (FOBs). Continue reading below for a round up of updates from MNTA's partners and competitors in the space.

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Curis $CRIS - comments from Roche 2q2012 earnings re ERIVEDGE

08/27/2012

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Curis $CRIS licensed their hedgehog inhibitor ERIVEDGE (vismodegib) to Roche. There was no mention of the drug on the 2q-2012 quarterly conference call. Sales have totaled about $10m since launch in early 2012 for advanced basal cell carcinoma (BCC), generating ~$0.5m in royalties to Curis. The earnings press release had the following update:

"Erivedge became the first and only FDA-approved treatment for advanced forms of basal cell carcinoma in February this year. It is also the first in a new class of anti-cancer treatments called hedgehog pathway inhibitors.Early market response is encouraging. Roche has submitted Erivedge for marketing approval in the EU, Australia, Mexico, Israel and Canada."

Approval in Europe is forecast to occur in 2h-2012 or early in 2013.

If interested, the drug was of course discussed in much greater detail on the CRIS quarterly call, including comments on sales growth, market dynamics, ongoing clinical trials, etc. Check it out on EarningsCast if interested.
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Curis $CRIS ASCO 2012 Presentations

05/22/2012

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Curis will present several abstracts at the upcoming ASCO 2012 meeting in June related to ERIVEDGE (vismodegib), the hedgehog inhibitor being developed and commercialized by Roche/Genentech $RHHBY and one on CUDC-101, another cancer candidate. Expand the full post to read the complete abstract texts.

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Quick highlights from Roche earnings conference call April 12, 2012

04/12/2012

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Swiss pharma giant held their quarterly earnings call on April 12, 2012. See below for selected highlights related to the Illumina hostile takeover saga.

Not mentioned much on the call was newly approved cancer drug ERIVEDGE which is licensed from Curis $CRIS - but sales since launch in late January were reported as being $5.5m for the quarter, meaning that royalties to Curis are miniscule at this point (most estimates I have seen indicate mid single digit royalties).

Access the entire transcript at Morningstar.

Check out all the companies I cover, with my new real-time valuation updates on the Stocks page.

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