※SOSEI：MiNA (Holdings)社に対する株式追加取得のオプション権不行使の決定。MTL-CEPBA第Ⅰ/Ⅱa相臨床試験(OUTREACH)の中間データの評価結果並びに、提携および自社開発によるGPCRを標的とした候補薬ポートフォリオにおける資源配分の優先順位についての判断に基づく。(10/18)
※FierceBiotech: MiNA said in a statement, is "a result of Sosei’s strategic prioritisation." "Future Development Plans, A phase 1b study testing MTL-CEBPA in Combination with Bayer’s Nexavar is Slated to Start in the Q4." (10/18)
※Novartis Q3 Release: Ultibro (110 million, +11% cc. 9M: 332 million), Seebri (34 million, -3% cc. 9M: 111 million). QVM149 (Asthma), First Planned Submissions: 2019, News update: PhaseⅢ, Iridium, Palladium and Quartz Studies Enrollment Completed. (10/18)
※SOSEI：「シーブリ」および「ウルティブロ」の第3四半期(2018年7月～9月)の業績について。ウルティブロはFLAME, CLAIM studyの良好な結果、並びにCOPDの診断・ケア・予防に関する世界的な指針となる2018年版GOLDレポート、さらにSUNSET studyに後押しされ、売上は二桁の伸び。(10/18)
※ClinicalTrials(NCT03710434): "A Phase I, Open-Label Study to Assess the Pharmacokinetics and Relative Bioavailability of AZD4635 in Non-Smoking Healthy Male Subjects, With the Option to Assess Food Effect, pH Effect and Absolute Bioavailability". (10/18 New Trial Record)
※Expert Opinion on Drug Discovery: Perspective: "Targeting Adenosine A2A Receptor Antagonism for Treatment of Cancer". Oncology Field is Likely to Rapidly Develop Over the Next 1-2 Years. "A2a SBDD, Antagonist HTL1071 by SBDD , Clinical Validation in Oncology. Heptares, GPCR". (10/18)
※個別情報：そーせい目標株価、銀行系3600円、大手証券1500円。野村證券(10/4)はレーティング｢ニュートラル｣へ格下げ、目標株価2750円から1500円へ引き下げ。みずほ証券は最新レポート(10/18)で目標株価3600円を継続、｢MiNA社買収のオプション不行使で、不確実性は低下｣と解説。(10/19)
※Reuters：SOSEI [2018-2022業績予想]コンセンサス更新(5/11→5/20→5/24→6/19→6/20→6/28→6/29→7/3→7/4→7/5→7/6→7/9→7/17→7/18→7/25→7/27→7/28→8/10→8/29→9/20→9/21→9/28→10/4→※10/19update)。
※Cambridge Independent: "It’s a New Day for Sosei Heptares": "The reason we are are all here is the acquisition in 2015 which set us on a course to become a global pharma company." Sosei founder Tamura told guests at the grand opening at the Steinmetz Building. (10/19)
※ClinicalTrials(NCT03379233): Ultibro(Phase3): "Concept2 Inhaler: Digital Adherence System": A Randomized Study to Evaluate the Effect of Reminder Notifications and Motivational/Adaptive Messaging on Treatment Adherence: (Deletions). (10/19update)
※JITSUBO：EuroPEPTIDES2018(11/6-9:アムステルダム)に出展(11/7-8)案内。Jitsubo Presentation(11/8 11:30-12:05): "Cost-Efficient Manufacturing Procedure of Peptide using Molecular Hiving Technology": Kazuaki Kanai, CEO, Jitsubo. (10/22)
※MRC LMB: News: "New Sosei Heptares R&D facility officially opens at Granta Park". After the opening, LMB’s Chris Tate described working with LMB’s Richard Henderson in founding Heptares as "a wonderful partnership which has carried on improving the science". (10/23)
※ペプチドスケールアップセミナー：「ペプチド原薬の化学合成技術とスケールアップ」JITSUBO研究開発部 部長 山崎貴史。本講演ではペプチド原薬製造方法の検討について化学合成に焦点を当てて紹介し、スケールアップや工程分析などの課題とその対応について解説。(10/23)
※Schrodinger Life Science User Meeting 2018: Keynote "SBDD finally come of age: R(eal)I drives rational design, including FEP on GPCRs, with waters found key for binding, selectivity and kinetics - a 35 year perspective": Jon Mason, Sosei Heptares. (10/23 Presented)
※CTAD 2018: Clinical Trials on Alzheimer's Disease, Spain: Clinical Trials Results: "Single and multiple dose safety, tolerability and pharmacokinetics of the selective M1 receptor partial agonist HTL0018318 in healthy volunteers": Pradeep. J. Nathan, Sosei Heptares. (10/24-27 Presentied)