Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Biotech / Medical : Xencor (XNCR) -- Ignore unavailable to you. Want to Upgrade?

To: fitzdad55 who wrote (72)	12/22/2014 5:02:00 PM
From: scaram(o)uche	Read Replies (1) \| Respond to of 136

Sort of tight on time for a few days, maybe you can help me answer. I've landed on their website several times, but am still not certain what they do. Do they specialize in multivalent just for the sake of being multivalent? Interesting company, thanks for pointing. If you can point to a paper or two which describe their methods and objectives, that might help. Otherwise, I'll try to remember to poke around the website with more gusto. Thanks. Investment speaking, bispecifics have interest to me only when a company can combine them with novel Fc engineering. It's a rather old concept, and companies have to avoid going for dime-a-dozen projects. The competition is tough..... adimab.com Adimab Announces 50th Therapeutic Program Under Its Funded Discovery Partnerships Lebanon, NH – June 20, 2014

To: fitzdad55 who wrote (72)	12/23/2014 12:27:23 PM
From: scaram(o)uche	Respond to of 136

So, yes, all of this rings a bell that's been rung many times. But I manage to forget anything that is not within focus. :-( I have my doubts about bispecifics of any valency, when it comes to getting an effector cell to a cancer cell, solid cancer world. And I frankly don't know if Hodgkin's is more like a leukemia or a sarcoma, when it comes to my concern. Going to read more, will let you know if I form a non-fluff opinion. For all I know, it could already be well accepted that plenty of NK cells get to cancers of any nature, and that the problem is exclusively one of activation. Never can tell what I've missed.

To: fitzdad55 who wrote (72)	6/28/2016 5:39:04 PM
From: scaram(o)uche	Read Replies (1) \| Respond to of 136

Both of today's PRs emphasized their perceived advantages, using full length antibody constructs. They point to some perceived deficiencies in competitive projects... half life, stability. Then they point to the advantages of having an Fc. Etc. Good deal with Novartis. This is a very nice wrinkle..... "mid single-digit tiered royalties for worldwide sales of the four proprietary Novartis bi-specific molecules, unless Xencor exercises its right to co-detail one of these molecules and share in the costs and U.S. profit." Seems sort of late in the game to be licensing bispecific capacity? This release describes two deals under an umbrella payment, and it's all good for xncr. Feel free to post afmd-related stuff to this thread. We'd all like to see it. Best! Rick