Mit IGM Biosciences gegen den Trend

Aktuell geht alles den Bach runter, gerade bei den Amis, gerade im Biotech-Sektor. Hier scheint sich der Kurs gegen den Trend zu bewegen, zumindest aktuell noch. Mal schauen...

63,46USD +0,73USD +1,16%

igmbio.com/

Hält sich (noch) wacker

gute Phase1 Studiendaten von IGM-2323 (Non-Hodgkin-Lymphom)

seekingalpha.com/news/...esentation-stifel-lifts-price-target

de.wikipedia.org/wiki/Non-Hodgkin-Lymphom

200 Mio. $ Offering

• zu 90$
  

seekingalpha.com/news/...-prices-upsized-200m-public-offering

IGM schliesst eine Lizenzvereinbarung mit Medivir für birinapant ab

" The terms of the agreement furthermore entitle Medivir, should birinapant be successfully developed and approved, to receive milestone payments up to a total of approximately USD 350 million, plus tiered royalties up to mid-teens on net sales."

news.cision.com/medivir/r/...sciences-for-birinapant,c3266520

neuer CMO

seekingalpha.com/news/...ecutive-as-new-chief-medical-officer

• Kollaboration mit Sanofi --> Vorabzahlung 150 Mio. $
  
• geplantes Offering --> 200 Mio. $
  

investor.igmbio.com/news-releases/...-collaboration-agreement

investor.igmbio.com/news-releases/...oposed-public-offering-0

Zahlen für Q4/21

• keine Umsätze
  
• Verlust 51 Mio. $
  
• Cash 230 Mio. $
  
• MK 713 Mio. $
  

investor.igmbio.com/news-releases/...arter-and-full-year-2021

Zahlen für Q4/22

• Umsatz 0,4 Mio. $
  
• Verlust 53 Mio. $
  
• Cash 427 Mio. $
  
• MK 545 Mio. $
  

- to fund its operating expenses and capital expenditure requirements into the second half of 2024

investor.igmbio.com/news-releases/...arter-and-full-year-2022

MK 440 Mio. $, aber da das erste Quartal bereits beendet ist, muss man wohl nochmal rund 50 Mio. $ Cashburn ansetzen.

Zahlen für Q1/23

• Umsatz 0,5 Mio. $
  
• Verlust 59 Mio. $
  
• Cash 373 Mio. $
  
• MK 415 Mio. $
  

- Plans to present additional non-randomized clinical data for 3 mg/kg of IGM-8444 plus FOLFIRI, with and without bevacizumab, in the middle of 2023

investor.igmbio.com/news-releases/...r-2023-financial-results

Zahlen für Q2/23

• kein Umsatz
  
• Verlust 64 Mio. $
  
• Cash 387 Mio. $
  
• MK 340 Mio. $
  

- Public equity offering and concurrent private placement with gross proceeds of $120.0 million

investor.igmbio.com/news-releases/...r-2023-financial-results

• MK 257 Mio. $ sollte unter dem Q3-Cashbestand liegen
  
• das Unternehmen geht davon aus, das Jahr 2023 mit mehr als 325 Millionen US-Dollar an Barmitteln und Investitionen zu beenden, und das Unternehmen geht davon aus, dass seine vorhandenen Barmittel und Investitionen sowie die erwarteten Kooperationszahlungen den Betrieb bis in die zweite Hälfte des Jahres 2025 finanzieren werden
  

investor.igmbio.com/news-releases/...r-2023-financial-results

Clinical development of aplitabart advances.
Enrollment ongoing in the randomized colorectal cancer clinical trial. The Company continues to enroll patients in a randomized clinical trial of aplitabart, a Death Receptor 5 agonist, plus FOLFIRI and bevacizumab in second-line metastatic colorectal cancer, with a goal of enrolling approximately 110 patients by the end of the first quarter of 2024. In addition to clinical sites in the United States, this study will include multiple sites in Asia and Europe. This randomized trial is designed to assess the additional benefit of 3 mg/kg of aplitabart to the current standard of care treatment arm of FOLFIRI and bevacizumab, with a primary endpoint of progression-free survival and secondary endpoints of overall response rate and overall survival.
Dosing at 10 mg/kg ongoing in the single arm colorectal cancer clinical trial. The Company continues to treat later line colorectal cancer patients in its single arm combination clinical trial of 10 mg/kg of aplitabart and FOLFIRI. The Company expects to complete enrollment of patients in this 10 mg/kg single arm combination study in the first half of 2024.

The Company expects full year 2023 GAAP operating expenses of $275 million to $285 million, including estimated non-cash stock-based compensation expense of approximately $50 million, and full year collaboration revenue of approximately $2 million related to the Sanofi agreement. The Company expects to end 2023 with more than $325 million in cash and investments, and the Company expects its existing cash and investments and anticipated collaboration payments to fund operations into the second half of 2025.