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Allogene Therapeutics, Inc. (ALLO) Presents at Citi's 2026 Virtual Oncology Leadership Summit Transcript
Seeking Alpha· 2026-02-18 20:04
Core Insights - The ALPHA3 study is a significant milestone for Allogene, with the first data expected in early Q2 [2] Group 1 - Cema-cel is a key focus of the ALPHA3 study, which aims to provide insights into its efficacy and safety [2] - The design of the ALPHA3 study is structured to evaluate the performance of cema-cel in a clinical setting [2]
Moderna says FDA will consider new flu shot after resolving public dispute
The Economic Times· 2026-02-18 19:35
Moderna announced the change Wednesday, about a week after revealing that the FDA's vaccine chief was refusing to review the new vaccine, made with Nobel Prize-winning mRNA technology. The dispute centred over a 40,000-person clinical trial that concluded Moderna's new vaccine was more effective in adults age 50 and older than one of the standard flu shots used today. In the FDA's rare "refusal to file" letter, vaccine director Dr. Vinay Prasad faulted the trial for not including another brand specifically ...
CRISPR Therapeutics AG (CRSP) Presents at Citi's 2026 Virtual Oncology Leadership Summit Transcript
Seeking Alpha· 2026-02-18 19:14
Group 1 - The event is a Virtual Oncology Leadership Summit hosted by Citigroup, featuring senior management from CRISPR, including CEO Sam Kulkarni and Chief Medical Officer Naimish Patel [1] - The discussion will initially focus on oncology, but there is an intention to broaden the conversation to other topics as time allows [2]
Aprea Therapeutics Advanced Cancer Trial Shows Promising Results, Stock Soars
Benzinga· 2026-02-18 19:02
Core Viewpoint - Aprea Therapeutics shares are experiencing an increase following the announcement of additional preliminary data from the Phase 1 trial of APR-1051, a WEE1 kinase inhibitor [1] Group 1: Cancer Trial Data - A second unconfirmed partial response was reported in a patient with advanced endometrial cancer, showing a 50% reduction in target lesion measurements [2] - CA-125 tumor biomarker levels decreased significantly from 362 U/mL at baseline to 47 U/mL, indicating promising anti-tumor activity [2] Group 2: Trial Progress and Future Plans - Enrollment in the 220 mg dose cohort is ongoing, with plans to expand the study to include more patients with specific genetic alterations [3] - The trial aims to evaluate the safety and efficacy of APR-1051, with further updates expected in the second quarter of 2026 [3] Group 3: Analyst Consensus & Recent Actions - The stock currently carries a Buy Rating, with Aprea Therapeutics shares up 16.62% at $0.70 at the time of publication [4] - Recent analyst actions include Wedbush rating it as Outperform with a target lowered to $7.00 and HC Wainwright & Co. maintaining a Buy rating with a target lowered to $4.00 [4]
IDEAYA Biosciences (NasdaqGS:IDYA) 2026 Conference Transcript
2026-02-18 19:02
Summary of IDEAYA Biosciences Conference Call Company Overview - **Company**: IDEAYA Biosciences (NasdaqGS:IDYA) - **Industry**: Clinical-stage precision medicine oncology - **Key Programs**: Nine clinical programs, with a focus on uveal melanoma and other oncology indications Key Points and Arguments Upcoming Catalysts - **Darovasertib**: Lead molecule for uveal melanoma, with an upcoming top-line data release for the combination with crizotinib in metastatic uveal melanoma expected by the end of March 2026. The company has triggered the required 130 events for analysis [2][5] - **Neoadjuvant and Adjuvant Studies**: Enrollment in a neoadjuvant study is ongoing, with plans to begin an adjuvant study in Q2 2026 [3][4] Clinical Data Expectations - **Control Arm Expectations**: The control arm is expected to show a median progression-free survival (PFS) of 2-3 months and overall survival (OS) of about 13 months based on historical data [9][10] - **Darovasertib and Crizotinib Combination**: Previous data indicated a median PFS of about 7 months and OS of 21 months, significantly better than standard therapies [10][12] - **Response Rates**: Standard therapies show a response rate of around 10%, while the combination therapy has shown a response rate exceeding 30% [10] Study Design and Patient Demographics - The study focuses on HLA-A2 negative patients with metastatic uveal melanoma, comparing the combination therapy to standard care, which varies by region [8][9] - The study design includes frequent patient scans every six weeks, which may lead to earlier detection of progression compared to traditional three-month scans [15] Regulatory and Filing Timelines - **FDA Filing**: The company anticipates a six-month timeline to file for accelerated approval post-data release, with a review period of at least six months [30] - **HLA-A2 Positive Group**: Data from HLA-A2 positive patients will be presented in two chapters, with the first chapter expected to show early efficacy data [31][32] Other Pipeline Developments - **DLL3 TOPO1 ADC**: Currently in phase I studies, with initial data expected by the end of 2026. The U.S. study has launched, and early safety data is anticipated [47][48] - **MTAP Inhibitor IDE397**: Ongoing studies in combination with Trodelvy for MTAP-deleted urothelial cancer, with promising early data [59][60] - **Combination Strategies**: The company is exploring various combination therapies, including those targeting PRMT5 and CDKN2A, to enhance treatment efficacy in MTAP-deficient tumors [66][68] Market Position and Future Outlook - IDEAYA aims to set a new standard for uveal melanoma treatment, addressing a significant unmet medical need with limited existing therapies [22][14] - The company has a strong cash position of approximately $1.05 billion, providing a runway into 2030, positioning it well for upcoming clinical milestones [5] Additional Important Information - The company emphasizes the importance of data integrity and the potential for positive outcomes based on historical performance metrics [12][26] - Discussions with the FDA regarding potential label expansions and real-world data integration are ongoing, particularly for HLA-A2 positive patients [33] This summary encapsulates the key points discussed during the conference call, highlighting IDEAYA Biosciences' strategic focus on advancing its oncology pipeline and addressing critical patient needs in uveal melanoma and other cancer indications.
Zevra Therapeutics Shareholders Are Encouraged to Reach Out to Johnson Fistel for More Information About Potentially Recovering Their Losses
Businesswire· 2026-02-18 18:51
Core Viewpoint - Johnson Fistel, PLLP is investigating potential claims on behalf of investors of Zevra Therapeutics, Inc. regarding possible recoveries of investor losses under federal securities laws [1] Company Investigation - The investigation focuses on the executive officers of Zevra Therapeutics, Inc. and their actions that may have led to investor losses [1] - Investors who purchased Zevra securities and experienced losses are encouraged to join the investigation [1]
Why Moderna Stock Just Popped
Yahoo Finance· 2026-02-18 18:35
Vaccine specialist Moderna (NASDAQ: MRNA) stock soared 5.5% through 12:55 p.m. ET Wednesday after The Wall Street Journal reported that the U.S. Food and Drug Administration will accept (note: "accept," but not automatically "approve") Moderna's application to sell a new seasonal flu shot good for the 2026-2027 flu season. Image source: Getty Images. Will AI create the world's first trillionaire? Our team just released a report on the one little-known company, called an "Indispensable Monopoly" providing ...
FDA Makes U-Turn Again On Moderna New Flu Vaccine Review, Stock Soars
Benzinga· 2026-02-18 18:20
The stock’s movement comes after the U.S. Food and Drug Administration (FDA) notified Moderna that its biologics license application for mRNA-1010 will proceed to review, adding pressure as broader markets experienced mixed trading.Following a Type A meeting, the FDA has assigned a Prescription Drug User Fee Act (PDUFA) goal date of August 5 for mRNA-1010, which is aimed at adults aged 50 and older.Pending review and FDA approval, mRNA-1010 would be available for U.S. adults 50 years of age and older, inclu ...
Ocular Therapeutix Shareholders Are Encouraged to Reach Out to Johnson Fistel for More Information About Potentially Recovering Their Losses
Globenewswire· 2026-02-18 18:04
Core Viewpoint - Johnson Fistel, PLLP is investigating potential claims on behalf of investors of Ocular Therapeutix, Inc. regarding possible recovery of investor losses under federal securities laws following a significant stock price decline after trial results announcement [1][4]. Group 1: Investigation Details - The investigation focuses on Ocular's executive officers and their compliance with federal securities laws [1][4]. - Ocular announced topline results from its SOL-1 Phase 3 trial on February 17, 2026, revealing that 74% of patients maintained vision at nine months, 66% at twelve months, and approximately 69% were rescue-free at 52 weeks [3]. - Following the announcement, Ocular's stock price declined approximately 27% [3]. Group 2: Law Firm Background - Johnson Fistel, PLLP is a nationally recognized shareholder-rights law firm with multiple offices across the United States, representing both individual and institutional investors [5]. - The firm has been ranked among the Top 10 Plaintiff Law Firms by ISS Securities Class Action Services in 2024, having recovered approximately $90.725 million for clients in cases where it served as lead or co-lead counsel [6].
5 Signs Of The Coming Correction
Seeking Alpha· 2026-02-18 17:40
Group 1 - The biotech sector is experiencing increased discussions around specific covered call trades, indicating a focus on investment strategies within this industry [1] - Equity trading has become volatile in February following a strong performance in January, with concerns about AI advancements impacting sectors like SaaS and insurance [2] - The Biotech Forum, led by an experienced market analyst, offers a model portfolio of 12-20 high upside biotech stocks, along with live discussions and weekly updates [2] Group 2 - The analyst has disclosed a long position in shares of DVN and XLE, indicating a personal investment interest in these companies [3] - Seeking Alpha emphasizes that past performance does not guarantee future results, highlighting the inherent uncertainties in investment outcomes [4]