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Tom

@TomNew2020

Enjoy Following Current Market Commentaries

Joined September 2020
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$ABUS $ROIV $PFE $BNTX $MRNA Litigation Update 💥Judge gave Moderna until this Friday (14th) to file Protective Order, re: disclosure of Confidential Information ♟️Arbutus/Genevant filed Reply to Acuitas Response. ☠️‘127 Patent invalidated - was anticipated by ‘069 Patent
Image from Jack Forego ⚖️ (Arbutus_MoFo) (Enanta_MoFo) (@TheMightyForego)
Image from Jack Forego ⚖️ (Arbutus_MoFo) (Enanta_MoFo) (@TheMightyForego)
Image from Jack Forego ⚖️ (Arbutus_MoFo) (Enanta_MoFo) (@TheMightyForego)
Image from Jack Forego ⚖️ (Arbutus_MoFo) (Enanta_MoFo) (@TheMightyForego)
Jack Forego ⚖️ (Arbutus_MoFo) (Enanta_MoFo) (@TheMightyForego) profile pictureJack Forego ⚖️ (Arbutus_MoFo) (Enanta_MoFo)@TheMightyForego6 Apr 2023
$ABUS $ROIV $PFE $BNTX As expected, counsel for Acuitas filed response letter. Up to Judge & time will tell, but think only one side is playing chess. Do respect this quip: “Defendants silently created—and were the sole entrants in—the slowest race to the courthouse ever…”
Image from Jack Forego ⚖️ (Arbutus_MoFo) (Enanta_MoFo) (@TheMightyForego)
Image from Jack Forego ⚖️ (Arbutus_MoFo) (Enanta_MoFo) (@TheMightyForego)
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$NVAX in +7.73% Uptrend, growing for three consecutive days on March 16, 2022. View odds for this and other indicators: srnk.us/go/3501559 #Novavax
Image from Tickeron (@Tickeron)
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Finally! Genevant and $ABUS file infringement suit!!
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$ABUS says 'enough, is enough'...files infringement lawsuit against serial IP violator and data misrepresenter #Moderna: investor.arbutusbio.com/news… $MRNA

Arbutus Biopharma and Genevant Sciences File Patent Infringement Lawsuit Against Moderna | Arbutus...

The Investor Relations website contains information about Arbutus Biopharma Corporation's business for stockholders, potential investors, and financial analysts.

investor.arbutusbio.com
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$ABUS got another LNP patent allowed over the weekend. This patent covers the fundamental concept of using opposing flows to manufacture the LNP encapsulated mRNA product. It has a very early filing date, going back to the early 2000's. $ROIV $MRNA
Image from Patent Pundit (@PunditPatent)
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$ROIV - Deck slides, re: Genevant - $ABUS investor.roivant.com/static-… 🎯New disclosure in 10Q: “Genevant may commence litigation at any time to enforce its patent rightsagainst infringers” $MRNA $PFE $BNTX &/or Acuitas patent infringement, if any, remains unclear, but 🗓 looms
Image from Jack Forego ⚖️ (Arbutus_MoFo) (Enanta_MoFo) (@TheMightyForego)
Image from Jack Forego ⚖️ (Arbutus_MoFo) (Enanta_MoFo) (@TheMightyForego)
Image from Jack Forego ⚖️ (Arbutus_MoFo) (Enanta_MoFo) (@TheMightyForego)
Image from Jack Forego ⚖️ (Arbutus_MoFo) (Enanta_MoFo) (@TheMightyForego)
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Dennis Ding (Jefferies) put out a thorough 66 slide presentation “Framing the MRNA LNP Saga” analyzing the $ABUS situation. I recommend it. He puts fair value at $5/share for the core $ABUS business + $3-8 more for the probability adjusted value of the litigation opportunity.
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$ABUS - $MRNA news - Moderna finally receives its FDA approval. Highlight section confirms they used the SM-102 lipid.
Image from Jack Forego ⚖️ (Arbutus_MoFo) (Enanta_MoFo) (@TheMightyForego)
Helen Branswell 🇨🇦 (@HelenBranswell) profile pictureHelen Branswell 🇨🇦
@HelenBranswell31 Jan 2022
Moderna has finally received a full license for its #Covid19 vaccine, Spikevax. (Best Covid vax name, hands down.) Would love to know why it took @US_FDA more than twice as long to process Moderna's application than Pfizer's. statnews.com/2022/01/31/and-…
Moderna wins full approval for its Covid-19 vaccine, as Novavax seeks authorization for its version

Moderna wins full approval for its Covid-19 vaccine, as Novavax seeks authorization for its version

The FDA granted full approval to Moderna’s Covid-19 vaccine on Monday, making it the country’s second fully licensed vaccine to protect against SARS-CoV-2.

statnews.com
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This maps $ABUS patents to vaccines and candidates that likely infringe, and includes analyst estimates for the revenues (probability-adjusted for litigation and clinical success). This shows the asymmetric value opportunity that exists. $ROIV $MRNA $PFE $BNTX
Image from Patent Pundit (@PunditPatent)
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$ABUS corporate update: 🎯AB-729 -2H’22 🎯AB-836 -1H’22 🎯AB-101 (PD-L1) -2H’22 🎯AB-161, AB-452 (Oral RNA) -2H’22 🎯COVID-19/pan nsp5 protease IND -1H’22 🎯Nsp12 polymerase candidate -TBD 🎯PD-L1 Oncology candidate -TBD 🎯Cash through Q2’-2024 investor.arbutusbio.com/news…
Image from Jack Forego ⚖️ (Arbutus_MoFo) (Enanta_MoFo) (@TheMightyForego)
Image from Jack Forego ⚖️ (Arbutus_MoFo) (Enanta_MoFo) (@TheMightyForego)
Image from Jack Forego ⚖️ (Arbutus_MoFo) (Enanta_MoFo) (@TheMightyForego)
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This is just the beginning!
Jack Forego ⚖️ (Arbutus_MoFo) (Enanta_MoFo) (@TheMightyForego) profile pictureJack Forego ⚖️ (Arbutus_MoFo) (Enanta_MoFo)@TheMightyForego13 Dec 2021
$ABUS - #HBV deal w/ Qilu Pharmaceutical - exclusive Licensing Agreement & Strategic Partnership to Develop and Commercialize AB-729. Key terms: 🔑$40M Upfront payment; 🔑$245M Potential Milestone payments; 🔑 Double-Tiered Royalties; and 🔑$15M Equity kicker. 😎
Image from Jack Forego ⚖️ (Arbutus_MoFo) (Enanta_MoFo) (@TheMightyForego)
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Huge news! $ABUS and Genevant getting their ducks in a row!! Could mean 🤑
Jack Forego ⚖️ (Arbutus_MoFo) (Enanta_MoFo) (@TheMightyForego) profile pictureJack Forego ⚖️ (Arbutus_MoFo) (Enanta_MoFo)@TheMightyForego10 Dec 2021
$ABUS & Genevant amend their X-Agreement. Huge news. Reading between the lines: there was a patent ambiguity in Cross-License Agreement, which each disputed. Since potential infringement actions against $MRNA $BNTX $PFE &/or Acuitas c/b many Billion$, better to shake hands. 🤝
Image from Jack Forego ⚖️ (Arbutus_MoFo) (Enanta_MoFo) (@TheMightyForego)
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$ABUS - The Patent Office issued ABUS it's newest patent this morning. IMO, the new patent covers both the $MRNA and $PFE / $BNTX vaccines. It has an effective filing date (for prior art) dating back to 2009.
Image from Patent Pundit (@PunditPatent)
Patent Pundit (@PunditPatent) profile picturePatent Pundit@PunditPatent14 Sep 2021
In addition to covering the $MRNA Covid Vaccine, it looks like the new patent application that $ABUS got allowed on August 30, 2021 (app. no. 17/227802) also covers the Pfizer-BioNTech Covid Vaccine.
Image from Patent Pundit (@PunditPatent)
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$ABUS Just listened to the oral arguments at the Federal Circuit. I think ABUS wins the '435 appeal based on standing, and it wins the '069 appeal on the merits.
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$ABUS - Just finished watching the Genevant section of Roivant's R&D Day. I was glad to see them emphasize the importance of their intellectual property to mRNA vaccines.
Image from Patent Pundit (@PunditPatent)
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