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portefeuille (98.88)

European biopharmaceuticals



December 31, 2011 – Comments (9)

a test article for that "blog network" thing (1,2) (now that WestLB is closing (1,2) I might as well fill the gap in the Düsseldorf equity research landscape ...).

I think it might be a good idea to buy a few shares of the following European biopharma companies.

Algeta (1), Galapagos (1,2), MorphoSys (1), Qiagen (1,2).


main drug candidate: Alpharadin (radium-223 chloride)

pivotal phase III trial: ALSYMPCA (ALpharadin in SYMptomatic Prostate CAncer) information: A Phase III Study of Alpharadin (Radium-223)in Patients With Symptomatic Hormone Refractory Prostate Cancer With Skeletal Metastases (ALSYMPCA)

September 21, 2011 - ESMO 2011 presentation - Overall Survival Benefit of Radium-223 Chloride (Alpharadin) in the Treatment of Patients With Symptomatic Bone Metastases in Castration-Resistant Prostate Cancer (CRPC): A Phase III Randomised Trial (ALSYMPCA) (pdf)

Øyvind S. Bruland - Professor of Clinical Oncology, Faculty of Medicine, University of Oslo - Alpharadin page

March 4, 2009 - talk on Alpharadin (pdf)

September 24, 2011 - Positive Phase III Data on Bayer’s Investigational Drug Alpharadin Show Significant Increase in Overall Survival

October 15, 2011 - International Prostate Cancer Studies Report Inroads in Managing Bone Metastases

Dr. Chris Parker: Radium–223 Will Change Practice in Metastatic Prostate Cancer

Algeta - Third Quarter 2011 Report (pdf)



Bayer: Four potential blockbusters in the Pharma pipeline

Good prospects for Xarelto™, VEGF Trap-Eye, Alpharadin and regorafenib / Market launches in the next 18 months planned / Research and development budget for 2012 approximately EUR 3 billion again

Leverkusen, December 20, 2011


Another two hopeful candidates in oncology

In oncology, Bayer has achieved important progress with Alpharadin and regorafenib. "Both active ingredients exhibited significant improvement of overall survival in trials," said Dekkers. This result was achieved both by Alpharadin in the treatment of prostate cancer with bone metastases and regorafenib in the treatment of advanced colorectal cancer.

Alpharadin is a novel substance to treat forms of cancer which have spread to the bone. Its efficacy in patients with castration-resistant prostate cancer (CRPC) and symptomatic bone metastasis has been successfully tested in a pivotal Phase III trial. Alpharadin has been granted Fast Track status by the U.S. Food and Drug Administration, which means that the drug product can be reviewed in a simplified procedure. Bayer plans to submit the registration dossier in the United States and Europe in mid-2012. This product licensed in from Algeta ASA could also have blockbuster potential if it receives marketing authorization in further indications.



Leverkusen and Düsseldorf almost "touch", so I guess I could call Alpharadin a "Düsseldorf area drug", hehe ...

9 Comments – Post Your Own

#1) On December 31, 2011 at 11:53 AM, portefeuille (98.88) wrote:

an earlier post on Algeta.

an earlier Algeta recommendation.


#27) On September 08, 2009 at 5:09 AM, portefeuille (99.97) wrote: ALGETA.OL - 9.97 (59.25 NOK) - outperform


(from here)


Algeta in Oslo trading.




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#2) On December 31, 2011 at 12:33 PM, portefeuille (98.88) wrote:

related books.

Targeted Radionuclide Tumor Therapy: Biological Aspects

Chapter 10 in that textbook.

Targeted High-LET Therapy of Bone Metastases (pdf)

Targeted Radionuclide Therapy

Bone Metastases: A Translational and Clinical Approach

Technical Basis of Radiation Therapy: Practical Clinical Applications


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#3) On December 31, 2011 at 12:35 PM, portefeuille (98.88) wrote:

not yet completed Alpharadin trials.

A Phase III Study of Alpharadin (Radium-223)in Patients With Symptomatic Hormone Refractory Prostate Cancer With Skeletal Metastases (ALSYMPCA)

First Received on February 17, 2010. A Study of Alpharadin® in Breast Cancer Patients With Bone Dominant Disease no Longer Considered Suitable for Hormone Therapy

First Received on April 16, 2010. A Study of Alpharadin® With Docetaxel in Patients With Bone Metastasis From Castration-Resistant Prostate Cancer (CRPC)

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#4) On December 31, 2011 at 12:56 PM, portefeuille (98.88) wrote:

September 26, 2011, Bayer Drug Hailed as Prostate Cancer Game Changer

September 29, 2011, ECCO ESMO 2011 radium-223 Alpharadin media briefing video.


the presentation.

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#5) On December 31, 2011 at 6:53 PM, anchak (99.91) wrote:

I am following this...


IMHO - I think there will be a few good opportunities to buy between April-June 2012.

Currently may not be a great idea....but Pharma is different....



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#6) On January 01, 2012 at 7:02 AM, portefeuille (98.88) wrote:

January 2009 - Alpharadin-Clinical-Introductory (pdf)

October 04, 2011 - Oncology Intelligence Report (pdf) (pages 1,2)

October 18, 2011 - Oncology Intelligence Report (pdf) (page 6)

December 09, 2011 - Oncology Intelligence Report (pdf) (page 7)

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#7) On January 01, 2012 at 7:30 AM, portefeuille (98.88) wrote:

Nature Reviews Clinical Oncology 8, 357-368 (June 2011) - Bone metastasis in prostate cancer: emerging therapeutic strategies

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#8) On January 01, 2012 at 7:37 AM, portefeuille (98.88) wrote:

ALGETA:NO shares are currently the 5th largest long position of my "fund" (see comment #124 here). There are currently 12500 ALGETA:NO shares in the fund with break-even of around 175.17 NOK.

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#9) On January 01, 2012 at 7:44 AM, portefeuille (98.88) wrote:

okay, data and my opinion are ready. time to wrote the first article ...

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