Young Africans in Impact Investing Network’s Post

If you’ve read about or are interested in phenotypic drug discovery, you likely know of David Swinney. We are excited to share the latest thoughts from Dr. Swinney in our white paper “The Value of Phenotypic Profiling,” which discusses the impact of phenotypic analysis in drug development, including examples of it has yielded unique insights and discoveries that were overlooked by other strategies. Download your copy! https://hubs.ly/Q02whhTP0

Selecting the right target is key for successful drug discovery! On February 12th, 2024 SciLifeLab Drug Discovery & Development at SciLifeLab is co-organizing a webinar with Cancer Research Horizons and Karolinska Institutet where you will learn more about what to consider. The webinar is free and open to everyone - please join! #drugdiscovery #drugdevelopment

Pitt Street Research publishes an initiation report on Dimerix Limited - a clinical stage drug developer which is developing DMX-200 for kidney diseases. DMX-200 is in a Phase 3 trial for FSGS (Focal Segmental Glomerulosclerosis) and has completed a Phase 2 study for diabetic kidney disease. The company is expecting initial analysis in mid-March and could submit for conditional marketing approval in CY24, subject to successful results. It has secured a licensing deal with Advanz Pharma that could bring A$230m in milestone payments, plus royalties on sales. Notwithstanding all this, it is still priced like a Phase 2 company - we value DXB was A$0.58 per share in our base case scenario and A$0.77 in our bull case scenario, equating to equity values of A$246.3m and A$326.3m which are more in line with the valuation of ASX biotechs at Phase 3. Please be advised that this report is General Advice only and is a report commissioned by the Company. Please see p.20 for the key risks and the final page for the full General Advice Warning, disclosures and disclaimers. Marc Kennis Stuart Roberts Mark Diamond Nina Webster Hugh Alsop Clinton Snow Sonia Poli Hamish George #dimerix #dxb200 #kidneyhealth #kidneydisease #biotech #biotechs #biotechstocks #healthstocks #ASX #equities #equityresearch #researchreport #researchinitiation https://lnkd.in/eyjWtZ8T

Pitt Street Research publishes an update note on Dimerix Limited, a company aspiring bring its DMX-200 drug to market for Focal Segmental Glomerulosclerosis (FSGS) and is in a Phase 3 trial which has shown solid interim results. The company secured its inaugural license deal in October 2023 with Advanz Pharma, and secured a second deal earlier this week with Taiba Middle East. Dimerix will receive up to ~A$120.5m in upfront and milestone payments in addition to tiered royalties, starting at 30% on net sales. The deal will also provide for Taiba to be responsible for submission and maintenance of the regulatory dossier in all of these territories, as well as all sales and costs of marketing activities. Collectively, these markets have a population of over 100m, and healthcare is free and government-sponsored. Companies can set the prices of orphan drugs according to either their price in the country of origin or in the US or Europe. We previously valued of Dimerix at A$0.64 per share in a base case scenario and A$0.84 per share in an optimistic case scenario. We update this to A$0.84 and A$1.07 per share accounting for the market opportunity and utilising our independent assumptions on the market size and predictions of the company’s market penetration. Please note that this report is General Advice only and is one that was commissioned by the company. Please refer to pages 7-8 for more details on our valuation and the key risks to our thesis. Marc Kennis Stuart Roberts Mark Diamond Nina Webster Hugh Alsop Sonia Poli Hamish George #dimerix #dxb200 #kidneyhealth #kidneydisease #biotech #biotechs #biotechstocks #healthstocks #ASX #equities #equityresearch #researchreport #researchinitiation https://lnkd.in/eyjWtZ8T

Genflow Biosciences (LON:GENF) (OTCQB:GENFF) said it is embarking on a potentially transformational year backed by a €2.89 million grant aimed at building on its research in the realm of longevity. Central to its strategy is the advancement of GF-1002, a promising drug candidate for non-alcoholic steatohepatitis (NASH), now moving towards investigational new drug-enabling stages. At the same time, it is interacting with the European Medicines Agency regarding a novel compound for Werner Syndrome, where sufferers show signs of aging in their 20s.  "While 2023 was a pivotal year, we're poised for an even stronger 2024, as we shift focus to scaling development of our lead drug candidate, GF-1002, and its potential benefits for NASH patients," said chief executive Eric Leire. More at #Proactive #ProactiveInvestors #LSE #OTCQB #GENF #GENFF #GenflowBiosciences #Biotech #Longevity http://ow.ly/q8PQ105eTAX

The field of targeted protein degradation is truly changing the face of small molecule drug discovery. This emerging therapeutic approach has the potential to drastically affect patient outcomes. Learn more about TPD and how it can provide new avenues for drug discovery. Learn more in our latest blog: https://lnkd.in/e6EgrxBu #biosynth #PROTAC #LYTAC #AbTAC #smallmolecules #drugdiscovery

Top 12 Most Popular Drug Hunter Case Studies of 2023 | https://lnkd.in/eKMeqqqK 2023 was an incredible year in drug discovery, with many remarkable case studies on challenging targets like KRAS, programs employing emerging modalities like degraders or oral macrocyclic peptides, and compounds with fascinating properties like allostery and mutant-selectivity. Check out the top 12 most popular case studies published in 2023 here: Full list: https://lnkd.in/eKMeqqqK

Hey, what's the best-selling pharmaceutical product in the world? Right. Now, what happens when a small Biotech shows that they can generate better results in the same disease state (maybe states)? https://lnkd.in/gGadFPvM My first reaction was that there's going to be a kerfuffle over these results being in China only. Not just from a data quality perspective, wondering about differential responses from other groups, but also because we have this huge issue with Chinese companies all of a sudden. If the United States blocks out Chinese companies like WuXi over IP and data integrity, what's to keep China from responding in kind? I can also imagine people asking why Summit chose to perform their trials in China only. Welp, it turns out it's not that big of a deal. The clinical data were generated by Akeso, Summit's partner in China. But it turns out that Summit bought the rights to ivonescimab outright back in 2022, and they bought them from.....Akeso. So it makes sense that those data are coming from China, because that's where they started. Check the Endpoints article for details on how Duggan sold Pharmacyclics, then buying most of Summit. Summit's lead candidate failed PhIII, so they pivoted to buy ivonescimab from Akeso. That's a huge swing in fortune, in every sense of the phrase. It also goes to show us (again) that there's more than one way to build a pipeline. #keytruda #summit #china #pharma #clinicaltrials

Right now, there are more than 200 investigational siRNA drugs in development around the world. The relevance of early in-vivo PK studies cannot be overstated. Our latest article shines a light on the expanding role of siRNAs in the market and clinical research. We explore the importance of diverse bioanalytical platforms in understanding siRNAs' complex behavior in biological environments. We also included a case study to demonstrate the methodology's effectiveness. Learn more: https://hubs.li/Q02gkm4M0 #dmpk #bioanalysis #siRNA #pharmacokinetics #drugdevelopment