BLU.TO (Mkap $22 M) Big Rare Disease Drug in Phase3 = 500%++ Potential (Seite 38)

[Terry_Teflon]

Sieht ja gar nicht so schlecht aus!

Hier könnte ein schöner Uptrend starten,
ich behalte die mal im Auge. Hat die schon jemand im Depot?

[orfmen]

... und weiter gehts, wieder ein neues 52wk hoch!

Niemanden juckts, das ist gut so!

Gruß

[Biohero]

Trotz kursanstieg ist Bellus immer noch günstig . Bellus hieß früher Neurochem( ehemaliges Nasdaq kürzel : NRMX ) und stand mal über $30 pro aktie damals (glaube 2007) scheiterte eine Alzheimer Studie in P3 und zu dieser zeit wurden Biotechs nach solchen meldungen noch richtig brutals verprügelt und seit diesem Zeitpunkt hat sich Neurochem aka Bellus nie erholt und geriet in vergessenheit auch wegen namensänderung .


Marktkap $40 M
Cash $16 M

[orfmen]

SK 0,73 $ in Toronto!!!

Umsätze wie so oft, hauchdünn.

Scheint aber ein neues 52wk hoch zu sein.


Wenn hier mal richtig gekauft wird, ohoh.....


Gruß

[orfmen]

...und weiter gehts!

Jetzt ist man auch in Deutschland aufgewacht, heute knapp 13 k in Frankfurt gehandelt.
Wobei ich von Käufen in De dringend abraten würde, der Spread ist einfach unverschämt hoch.

2 Companys hat der Haupteigner schon aufgebaut und verkauft, möglicherweise wird hier bald der nächste Verkauf eingetütet.

Gruß

[orfmen]

Weiter gehts unter homöopathischen Umsätzen nach Norden.
Der Wert ist wahrscheinlich enger, als man es anhand der Angaben vermutet.
Wenn hier mal richtig Kaufwut aufkommt, dann landet der Wert direkt bei 2$ ohne die 1$ Marke auch nur geringfügig zu tangieren.

Gilt natürlich auch für die andere Richtung.

Aber meiner Meinung nach ist hier längerfristig ein nettes Sümmchen machbar und dabei das Risiko zurzeit noch begrenzt.
Timing und MK dabei im Auge behalten!

Gruß

[orfmen]

Auch gestern, als Biotech weniger angesagt war, hat dieser Wert ein nettes Plus hingelegt.
Zugegeben, ca.200k Umsatz inklusive Nasdaq ist nicht wirklich viel.

Auch nach ca. 35% Anstieg in 2 Tagen ist dieser Wert vergleichsweise günstig.
Warum Sarepta in fast ähnlicher Lage, so vielfach höher bewertet wird wie Bellus, dass soll mir mal jemand nachvollziehbar erklären.

MK 25Mio für Bellus zu MK 1000Mio für Sarepta.

Der Wert kanadischer Biostocks wird meist nur zögernd erkannt, aber doch irgendwann wahrgenommen.
Hier liegt momentan die Chance für einen netten Gewinn weit höher, als bei vielen heiss gelaufenen Amibuden.

Viel Spass!

[orfmen]

BELLUS Health reports results for year ended December 31, 2013

February 26, 2014
LAVAL, QC, Feb. 26, 2014 /CNW/ - BELLUS Health Inc. (TSX: BLU) ("BELLUS Health" or the "Company"), a drug development company focused on rare diseases, today reported its financial and operating results for the year ended December 31, 2013.

2013 Highlights

--> Recruitment reached 200 patients for the Phase III Confirmatory Study for KIACTA™ for the treatment of AA amyloidosis, and is expected to be completed in the second quarter of 2014;

--> Phase III Confirmatory Study is expected to conclude in 2016;

--KIACTA™'s intellectual property further strengthened through the issuance of a U.S. patent expiring in 2026;

--> KIACTA™ granted Orphan Disease Drug Status in Japan;

--> Acquired all issued and outstanding common shares of Thallion Pharmaceuticals Inc., adding a clinical stage drug candidate in a rare disease indication;

--> Concluded an agreement with AmorChem Holdings Inc. to develop drug candidates for the treatment of AL amyloidosis, a rare disease caused by the buildup of immunoglobulin amyloid light chain proteins;

--Divested two non-core assets, VIVIMIND™ and BLU8499, which will allow the Company to focus entirely on the development of drugs for rare diseases;

--> Concluded the year with a cash position of $15.3 million, which should enable the Company to finance its operations beyond the end of the Phase III Confirmatory Study for KIACTA™.

"We have exited 2013 as a Company focused on developing drugs for rare diseases," said Roberto Bellini, President and Chief Executive Officer of BELLUS Health. "In 2013, the KIACTA™ Phase III Confirmatory Study has progressed on schedule and we have built a diversified pipeline of rare disease drug projects. As we look ahead, the remainder of 2014 and 2015 should be a period of significant growth for the Company as we advance our rare disease assets into and through the clinic towards shareholder value-creating events."

Phase III Confirmatory Study for KIACTA™

During the fourth quarter of 2013, recruitment continued for the Phase III Confirmatory Study for KIACTA™, an orally bioavailable small molecule intended for the treatment of AA amyloidosis, an orphan indication that often rapidly leads to dialysis and death. The study is designed to confirm the safety and efficacy of KIACTA™ in preventing renal function decline in patients diagnosed with AA amyloidosis. KIACTA™'s safety and efficacy were demonstrated in a previous Phase II/III study. The Phase III Confirmatory Study is the last key step before applications for regulatory approval for KIACTA™ can be filed. The study is expected to enroll approximately 230 patients from more than 70 sites in 30 countries worldwide. On January 9, 2014, the Company announced that approximately 200 patients had been enrolled in the study. Recruitment is expected to be completed in the second quarter of 2014.

The Phase III Confirmatory Study is an event-driven trial which will conclude when 120 patients have experienced an event linked to the deterioration of kidney function. An event is counted when a patient's kidney function has deteriorated as measured by a persistent 80 per cent increase in serum creatinine, a persistent 40 percent decrease in creatinine clearance, or by reaching end stage renal disease. On January 9, 2014, the Company announced that more than 40 patients have had an event. Based on current recruitment and event rates, the KIACTA™ Phase III Confirmatory Study is expected to conclude in 2016.

KIACTA™ is partnered with global private equity firm Auven Therapeutics, who is responsible for conducting and funding the Phase III Confirmatory Study and other related activities, which total costs are currently estimated to be in excess of US$50 million.

As part of the Phase III Confirmatory Study, there are periodic meetings of the Data Safety Monitoring Board ("DSMB"), which independently assesses the safety of KIACTA™ throughout the study. Based on its last review in October 2013, the DSMB recommended that the study continue as per protocol.

Patients completing the Phase III Confirmatory Study will be offered to continue in an extended program, for which the first patients are expected to be enrolled in the first quarter of 2014.

KIACTA™ has been granted Orphan Drug designation or its equivalent in the United States, Europe and, as announced in July 2013, Japan, which provide for seven, ten and ten years of market exclusivity, respectively, once the drug is approved, as well as a reduction in application and review fees.

In July 2013, the U.S. Patent and Trademark Office ("USPTO") granted a U.S. Patent offering strengthened intellectual property protection for KIACTA™. The patent, which will expire in 2026 with a possible extension available up to 2031, covers the dosing regimen of daily administration of KIACTA™ relative to AA Amyloidosis patients' kidney impairment. The patent has also been granted in Canada, Australia and certain countries in Eurasia.

Shigamab™ - Acquisition of Thallion Pharmaceuticals Inc.

On August 15, 2013, the Company acquired all of the issued and outstanding common shares of Thallion Pharmaceuticals Inc. ("Thallion"), for a purchase price of $6.266 million or $0.1889 per common share and the issuance of one contingent value right ("CVR") per common share.

Thallion is a biotechnology company developing pharmaceutical products in the areas of infectious disease and oncology. Thallion's lead clinical program Shigamab™ is a monoclonal antibody therapy being developed for the treatment of Hemolytic Uremic Syndrome related to Shiga toxin-producing E. coli ("STEC") bacterial infections ("sHUS"). sHUS principally affects the kidneys and often leads to acute dialysis, and in certain cases chronic kidney disease and death, primarily in children. Shigamab™ has recently completed a Phase II clinical trial where it has shown to be safe and well tolerated in the target pediatric population.

Co-development agreement for AL amyloidosis with AmorChem Holdings Inc.

On October 25, 2013, BELLUS Health entered into an agreement with AmorChem Holdings Inc. ("AmorChem") to develop drug candidates for the treatment of AL amyloidosis. As part of the co-development agreement, BELLUS Health will provide proof-of-concept data, know-how and expertise. AmorChem will fund the synthesis of compounds and the biological testing to confirm the potential of these compounds in established models of AL amyloidosis. Upon completion of the co-development efforts, BELLUS Health will have an exclusive, time-limited option to buy out AmorChem's rights in the project.

AL amyloidosis is a rare disease in which immunoglobulin amyloid light chain proteins build up in various parts of the body, mainly the kidneys, heart, liver and peripheral nerves. As these proteins accumulate, they disrupt the structure and function of the affected tissues and organs leading to organ failure and eventually, death. Currently, there is no specific treatment for the disease; patients are treated with high dose chemotherapy or stem cell transplant. AL amyloidosis affects approximately 15,000 patients in the United States and Europe.

VIVIMIND™ and BLU8499 divestiture

On October 22, 2013, BELLUS Health divested two non-core assets: VIVIMIND™, a natural health product for memory protection, and BLU8499, a drug candidate for the treatment of central nervous system diseases including Alzheimer's disease.

BELLUS Health licensed the VIVIMIND™ worldwide rights to FB Health S.p.A. ("FB Health") for a cash consideration of more than $2 million to be received over the next four years. FB Health is an Italy-based distributor of specialty natural health and pharmaceutical products targeting neurologists and geriatricians.

BELLUS Health also entered into a worldwide license agreement with FB Health for BLU8499 and a family of analogs, along with an associated platform of chemotypes and clinical datasets, in exchange for an equity stake in FB Health. In turn, FB Health sub-licensed all its rights to Alzheon Inc. ("Alzheon"), as part of an exclusive worldwide license, excluding Italy. BELLUS Health will receive a portion of all future payments received by Alzheon related to BLU8499 and royalties on net sales of BLU8499. Alzheon is a clinical-stage biotechnology company focused on brain health, memory and aging, developing the next generation of medicines for Alzheimer's and other neurodegenerative diseases.

BELLUS Health also concurrently announced the termination of its agreement with Asclepios Bioresearch (UK) Limited for the development of BLU8499.

Summary of Financial Results
...
..
.
http://www.bellushealth.com

[orfmen]

Aus- / Aufbruch ? ! ?

[olli60]

Danke Dir für die Vorstellung dieser Aktie.
Ich bin immer interessiert an solchen unentdeckten und bisher
nicht bekannten Werten. Ich werde mich die nächsten Tage mal
intensiv in diesen Wert einlesen, was ich jedoch bisher in
verschiedenen Boards gelesen habe, klingt recht interessant.
Bis zum Abschluss der zweiten Phase 3 Studie vergehen jedoch noch einige
Jahre wie ich es bisher gelesen habe.
Interessant ist jedoch der hohe Cashbestand und die relativ geringe
Aktienanzahl.
Wird sicher ein Investment für mich werden, schaun wir mal.