OncoMed Pharma buy - 500 Beiträge pro Seite

[mecknes1]

hat die Aktie Potenial?

[oiram666]

wie kommst du auf den titel? warst du schon auf deren homepage? fundamentals gecheckt? was produzieren die? oder produzieren die noch gar nix und sind in der entwicklung? wie lange reicht noch deren ihr cash?

[mecknes1]

Antwort auf Beitrag Nr.: 49.097.537 von oiram666 am 17.02.15 19:06:40

ich weis nur das die Firma mit grossen Pahrma konzerne Abeiten.
weil ich nicht alles weis, stelle ich hie die frage ob potenzial da ist.

[oiram666]

mit welchen pharma konzernen arbeiten die denn zusammen? um was geht es denn da genau? sorry, aber die basics sollte man schon selber checken wenn man hier eine aktie "vorstellt"

[mecknes1]

Antwort auf Beitrag Nr.: 49.097.873 von oiram666 am 17.02.15 19:26:25

stand in der Aktionär von letzte woche, da standen Zahlen und Daten und mit wem Sie Arbeiten und wie viel kapital Sie haben, ich frage nach anderen meinungen, wenn ich alles wüsste brauche ich hier nichts zu schreiben.

[mecknes1]

bereits mehrere produktkandidaten befinden sich in den fortgeschrittenen Phasen der klinischen Tests. Oncomed kann dabei auf namhafte Partner zählen.
Produktpipeline

Partnerunternehmen Produkt Phase
GlaxoSmithKline Tarextumab II
Celegene Demcizumab IB/II
Bayer Vantictumab IB
Bayer Ipafricept IB



es gib noch weiter produkte mit den Partnerunternehmen

[mecknes1]

Oncomed verfügt für ein kleines Biotech-unternehmen über eine starke Cashposition. Ende 2014 dürfte sich der Cashbestand auf rund 232 millionen Dollar belaufen haben. Dem steht eine voraussichtliche Cash-Burn-Rate von 110 Millionen Dollar für 2015 gegenüber.

[oiram666]

Also brauchen sie nächstes jahr vielleicht eine kapitalerhöhung. Sind meilensteinzahlungen in aussicht? Immerhin kommen sie bei einem medikament in studienphase 2. klingt schon mal nicht schlecht. Würde aber noch warten mit dem kauf, sind am oberen bollinger band. Da prallt es öfters ab.

[mecknes1]

Antwort auf Beitrag Nr.: 49.099.199 von oiram666 am 17.02.15 21:16:17

das doch mal eine Antwort, Danke

[oiram666]

gern geschehen! hab sie mal in die watch aufgenommen. viel erfolg!

[McNay]

Oh Mann, der Thread wird OncoMed nicht gerecht, eins der besten Unternehmen im Bereich chancer stem cells überhaupt. Hier mal der Ausblick für 2015:


REDWOOD CITY, Calif., Jan. 12, 2015 (GLOBE NEWSWIRE) -- OncoMed Pharmaceuticals, Inc. (OMED), a clinical-stage company developing novel therapeutics that target cancer stem cells (CSCs), or tumor-initiating cells, pre-announced its 2014 year-end cash balance and provided top-line financial guidance for 2015, including anticipated cash spend and additional detail around several key potential financial milestones from existing collaborative partnerships.

OncoMed ended 2014 with $232 million in cash, exceeding its updated 2014 guidance predicting year-end cash of over $225 million
2014 full-year operating expenses are anticipated to be $90-95 million, in accordance with previous guidance
2015 cash expenses are expected to total $100-$110 million, excluding non-cash stock-based compensation, depreciation, and amortization expenses
OncoMed projects a 2015 year-end cash balance of over $120 million, before considering the receipt of any potential collaboration milestones
OncoMed could receive more than $150 million in milestone and option payments from partners during 2015 and 2016
OncoMed left unchanged its guidance that existing cash combined with future potential milestones may fund company operations through commercialization without the need for additional financing

"We ended 2014 with a very strong balance sheet, having advanced multiple programs to the next stages of clinical development and maintaining highly productive cancer stem cell and immuno-oncology discovery research," said Paul J. Hastings, OncoMed's Chairman and Chief Executive Officer. "We begin 2015 with six OncoMed-discovered drugs in the clinic, including multiple randomized Phase 2 clinical trials, as well as new pathways and targets being discovered and developed internally. Several significant future milestone payments from our partners may continue to enable our progress through commercialization without additional financing."

2015-2016 Key Financial Milestones

Potential milestones from OncoMed's collaborations with Celgene, Bayer and GlaxoSmithKline (GSK) anticipated in the 2015-2016 timeframe include:

Demcizumab safety milestone ($70 million) -- OncoMed is eligible to achieve a $70 million milestone from Celgene for successful completion of a Phase 2 interim safety analysis associated with the demcizumab (anti-DLL4, OMP-21M18) program. The safety analysis will be performed by an independent data safety monitoring board (DSMB) using pre-specified cardiopulmonary safety criteria agreed to in the collaboration agreement. At the European Society for Medical Oncology (ESMO) 2014 Congress, OncoMed reported that 64 patients have been treated in the Phase 1b studies of demcizumab using the truncated dosing schedule that will be used in Phase 2. The majority of these patients have now been followed for greater than 100 days without any moderate-to-severe cardiopulmonary toxicities. The timing of potential milestone achievement depends on enrollment of OncoMed's NSCLC (DENALI) and pancreatic cancer (YOSEMITE)Phase 2 trials. OncoMed anticipates the DSMB analysis could occur in late 2015 or early 2016.

Wnt program opt-ins ($40 million) -- OncoMed is eligible to achieve a $25 million payment upon Bayer's option exercise for vantictumab (anti-Fzd7, OMP-18R5), and $15 million upon Bayer's option exercise for ipafricept (Fzd8-Fc, OMP-54F28). Bayer can elect to exercise its option on these programs at any point through completion of Phase 1b trials. Both programs are currently enrolling in ongoing Phase 1b trials. OncoMed anticipates presenting opt-in data packages to Bayer during the second half of 2015 or first half of 2016, depending on enrollment of Phase 1b trials.
Anti-Notch1 opt-in ($18.75 million) -- OncoMed anticipates that Phase 1 data sufficient for GSK to determine whether to exercise its option for anti-Notch1 (OMP-52M51) will be available in late 2015 or early 2016. If GSK exercises its option to anti-Notch1 based on Phase 1 data, OncoMed will be eligible to receive an $18.75 million payment. GSK may also elect to defer its decision until the end of Phase 2, in which case the option exercise fee increases to $25 million.
Anti-Notch1 Phase 1 dose expansion ($5 million) -- OncoMed anticipates enrollment in the near future of the first patient in the expansion cohort of its Phase 1 solid tumor trial of anti-Notch1. The expansion stage of the study will enroll patients whose tumors demonstrate overexpression of the activated form of Notch1. Enrollment of the first patient will trigger a $5 million milestone under OncoMed's collaboration with GSK.
Tarextumab opt-in ($25 million) -- OncoMed anticipates potential Phase 2 data from the ALPINE pancreatic cancer trial of tarextumab (anti-Notch2/3, OMP-59R5) in the first half of 2016. GSK may exercise its option for tarextumab through the end of the Phase 2 trials of tarextumab. If GSK elects to exercise its option, OncoMed is eligible to receive a $25 million payment.
Several other important milestones could also be achieved in 2015/2016 related to preclinical and small molecule programs in OncoMed's Celgene and Bayer collaborations.
2015 Pipeline Progress

OncoMed also outlined anticipated pipeline progress for 2015:

Demcizumab
Initiate global, randomized, placebo-controlled Phase 2 DENALI NSCLC trial
Initiate global, randomized, placebo-controlled Phase 2 YOSEMITE pancreatic cancer trial
Conduct interim safety analysis associated with the Phase 2 DENALI and YOSEMITE demcizumab trials
Report final Phase 1b clinical trial results from both the demcizumab non-small cell lung cancer and pancreatic clinical trials, including biomarker data
Complete ovarian cancer Phase 1b trial (demcizumab plus paclitaxel) and make go/no-go decision on Phase 2 in this indication
Tarextumab:
Complete target Phase 2 enrollment of 124 patients in Phase 2 ALPINE pancreatic cancer trial
Report final Phase 1b clinical trial results from the ALPINE trial of tarextumab in pancreatic cancer and the PINNACLE study of tarextumab in small-cell lung cancer
Present updated biomarker data from the ALPINE and PINNACLE trials
Anti-Notch1:
Enroll biomarker-positive patients in Phase 1 single-agent expansion cohort
Present clinical data from biomarker-selected expansion cohort
Vantictumab:
Enroll patients in Phase 1b pancreatic, NSCLC, and breast cancer trials
Report data from ongoing Phase 1b clinical trials
Ipafricept:
Enroll patients in Phase 1b pancreatic, ovarian, and hepatocellular cancer trials
Report data from ongoing Phase 1b clinical trials
Anti-DLL4/VEGF bispecific:
Enroll patients in Phase 1a dose-escalation clinical trial
Anti-RSPO3:
File Investigational New Drug application with the Food and Drug Administration
Initiate Phase 1a single-agent clinical trial

OncoMed plans to hold an R&D Day for investors and analysts during the first half of 2015 to discuss its research and development programs in greater detail.
Additional Financial Milestone Information about OncoMed's Collaborations:

Overall, in future years, beginning in 2015 under its collaboration agreements with Celgene, Bayer, and GSK, OncoMed is eligible for over $4 billion in total potential milestone and option payments from its partners, including up to the following amounts for individual programs:

Demcizumab: ~$790 million
Tarextumab: $319.5 million
Vantictumab: $357.5 million
Ipafricept: $347.5 million
Anti-Notch1: $335.5 million
Anti-DLL4/VEGF bispecific: ~$505 million
Anti-RSPO3: ~$440 million
Additional RSPO and undisclosed pathway biologics: ~$440 million each, up to 3 programs
Bayer small molecule programs: $110 million
Celgene small molecule programs: over $100 million

To date, OncoMed has received over $373 million from its existing partners.

Reminder: OncoMed Chairman and CEO Paul J. Hastings will present at the 33rd Annual J.P. Morgan Healthcare Conference in San Francisco on Thursday, January 15, 2015 at 7:30 am Pacific Time. The presentation will be webcast live and available for replay from the OncoMed website in the Investor Relations section.

About OncoMed Pharmaceuticals

OncoMed Pharmaceuticals is a clinical-stage company focused on discovering and developing novel therapeutics targeting cancer stem cells (CSCs). OncoMed has six anti-cancer product candidates in clinical development, including demcizumab (anti-DLL4, OMP-21M18), tarextumab (anti-Notch2/3, OMP-59R5), anti-Notch1 (OMP-52M51), anti-DLL4/VEGF bispecific antibody (OMP-305B83), vantictumab (anti-FZD7, OMP-18R5), and ipafricept (FZD8-Fc, OMP-54F28), which each target key cancer stem cell signaling pathways including Notch and Wnt. OncoMed plans to file an Investigational New Drug application in early 2015 for anti-RSPO3 (OMP-131R10), an antibody targeting a third key cancer stem cell signalling pathway called R-spondin-LGR. OncoMed is also pursuing discovery of additional novel anti-CSC and cancer immunotherapy product candidates. OncoMed has formed strategic alliances with Celgene Corporation, Bayer Pharma AG and GlaxoSmithKline (GSK). Additional information can be found at the company's website: www.oncomed.com.