INNATE PHARMA : VAD sur le titre en dépit du pipe.... misère!

EL_CAMINO

23 févr. 2022 •11:24

Innate n'est pas un coquille vide, elle est juste vidée par Voleon et consorts et le sera tant qu'AZN ou IPH ne communiquera pas sur les Phase 3 et Phase 2. La valeur actuelle ne reflète pas le pipe... quelle misère quand même.
MONALIZUMAB (NKG2A):
Option de paiement 100M$ à Phase III – Paiement réglementaires jusqu’à 400M$ - Paiements commerciaux jusqu’à 425M$ - Royalties: Deux digits – Co-promotion : IPH participe aux profits en EU en co-paiement de la phase III.
-INTERLINK-1 (Phase 3) - NCT04590963 (AstraZeneca): Recurrent or Metastatic HNSCC, 2L (Patients: 600) – reste 50M$ à payer – Primary Completion Date: March 2024 – Study Completion Date : March 2024
-PACIFIC-9 (Phase 3) - NCT05221840 (AstraZeneca): Effects of Durvalumab wth Oleclumab or Durvalumab with Monalizumab Following Concurrent Chemoradiation in Patients with Stage III NSCLC (Patients: 1000) – 100M$ à payer sur 1er patient– Primary Completion Date: June 2026 – Study Completion Date : March 2030
-IPH2201-203 (Phase 1 / 2) - NCT02643550 (Innate Pharma): Recurrent or Metastatic HNSCC, post IO and/or platinum or naïve (Patients: 140) – Primary Completion Date: September 2022 – Study Completion Date: September 2022
-UPSTREAM (Phase 2) - NCT03088059 (EORTC): Recurrent or Metastatic after first line platinum-based chemotherapy HNSCC (Patients: 340) – Primary Completion Date: June 2025 – Study Completion Date: December 2025
-COAST (Phase 2) – NCT03822351 (Astrazeneca): Stage III NSCLC unresectable (Patients: 189) – Primary Completion Date: June 2023 – Study Completion Date: June 2023
-NeoCOAST-2 (Phase 2) - NCT05061550 (AstraZeneca): Resectable early stage (II to IIIA) NSCLC (Patients: 140) – Primary Completion Date: February 2025 – Study Completion Date: February 2025
-D419NC00001 (Phase 1 / 2) - NCT02671435 (AstraZeneca): Advanced solid tumours (Patients: 381) – Primary Completion Date: October 2021 – Study Completion Date: October 2021 (data expected 2022)
-PIONeeR (Phase 2) - NCT03833440 (AP-HM): Advanced stage or recurrent NSCLC (Patients: 120) – Primary Completion Date: October 2023 – Study Completion Date: February 2024
AVDORALIMAB (C5aR1):
-IPH5401 (Phase 2) - NCT04563923 (CHU Nice): Bullous Pemphigoid (Patients: 40) – Primary Completion Date: April 2021 – Study Completion Date: December 2021 (retard)
LACUTAMAB (KIR3DL2):
-TELLOMAK (Phase 2) - NCT03902184 (Innate Pharma): R/R Sezary Syndrome and Stage IB-IV Mycosis Fungoides (Patients: Up to 150) Cohort 1: R/R Sezary Syndrome – Primary Completion Date: Mars 2022 – Study Completion Date : Mars 2023
-KILT (Phase 2) - NCT04984837 (LYSA): R/R Peripheral T Cell Lymphoma (Patients: 56) – Primary Completion Date: Janvier 2025 – Study Completion Date : Janvier 2027
IPH6101 (CD123/NKp46/CD16a) – ANKET
Option de paiement suite à l’atteinte d’objectifs de développement et de commercialisation pouvant atteindre 400 millions d’euros ainsi qu’à des redevances assises sur les ventes nettes. 7M$ en janvier 2021 pour les études précliniques – Rien de communiqué sur la phase 1 / 2.
-SAR443579 (Phase 1 / 2) - NCT05086315 (Sanofi): B-cell Acute Lymphoid Leukemia High Risk-Myelodisplasia (Patients: 82) – Primary Completion Date: October 2026 – Study Completion Date: July 2029
Reste:
-IPH5201-CD39 (Phase 1) - NCT04261075 (AstraZeneca): Advanced Solid Tumors (Patients: 204) – Primary Completion Date: March 2023 – Study Completion Date: March 2023

-IPH5301-CD73 (Phase 1) – NCT05143970 (Innate Pharma): Anti-CD73 IPH5301 Alone or in Combination with Chemotherapy and Trastuzumab in Patients With Advanced Solid Tumors (CHANCES) - Metastatic Breast, Pancreatic, Gastric, Lung, Ovary, Oesophageal, Endometrial cancer, Advanced Solid Tumor (Patients: 27) – Primary Completion Date: June 2023 – Study Completion Date: June 2024
IPH62 – Co-development AZN – Pre-clinical
IPH25 and IPH26 (Siglec-9) – Co-development AZN – Pre-clinical
IPH43 (MICA/B ADC) – Co-development AZN – Pre-clinical