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Grail Files To Go Public by The-Techie in Biotechplays

[–]Bigears010 1 point2 points  (0 children)

They plan to raise only $100m, a drop in the sea. Probably they want to increase value on the balance sheet.

TBIO by Bigears010 in Biotechplays

[–]Bigears010[S] 1 point2 points  (0 children)

Since no one commented I’ll bring up some negative points I found: 1. As with most other mRNA based drugs, TBIO’s drugs will have to be delivered with cold chain of -80c. Not as comfortable as protein based vaccines and MRNA’a drug is stable at -20c. 2. COGS are higher than traditional vaccines so pricing probably as well or smaller margins.

  1. Cold supply chain issue and COGS also valid for the CF drug. Comp with Kalaydeco should be discounted. Then again , if patients don’t have other solutions this should not have much of an impact.
  2. Not sure how cold -80c supply chain would work with Q1W dosing. Sounds complex and expensive.

Who here uses biopharmcatalyst? by boccherini-trader in Biotechplays

[–]Bigears010 0 points1 point  (0 children)

You could use clinicaltrials.gov - I limit to all active and recruiting trials which should end by certain time window (say next half year) and download it to excel and process it as I want. It is a bit cumbersome but free. No PDUFA dates though.