10-Q – Quarterly report [Sections 13 or 15(d)]

BeiGene has filed a 10-Q – Quarterly report [Sections 13 or 15(d)] with the U.S. Securities and Exchange Commission .

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10-Q – Quarterly report [Sections 13 or 15(d)]

Karyopharm has filed a 10-Q – Quarterly report [Sections 13 or 15(d)] with the U.S. Securities and Exchange Commission .

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Entry Into a Definitive Material Agreement

On May 4, 2023, ImmunoGen, Inc. (the "Company") reported to have entered into an underwriting agreement (the "Underwriting Agreement") with Jefferies LLC, Goldman Sachs & Co. LLC and Guggenheim Securities, LLC, as representatives of the several underwriters (the "Underwriters") named in Schedule 1 of the Underwriting Agreement, related to a public offering of 26,000,000 shares of the Company’s common stock, par value $.01 per share (the "Common Stock"), at a price of $12.50 per share, less the underwriting discounts and commissions (the "Offering"). Pursuant to the terms of the Underwriting Agreement, the Company granted the Underwriters an option, exercisable for 30 days following the date of the Underwriting Agreement, to purchase up to an additional 3,900,000 shares of Common Stock at the same price, which the Underwriters exercised on May 5, 2023. The Offering is scheduled to close on May 9, 2023, subject to the satisfaction of customary closing conditions.

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The Offering was made pursuant to the Company’s shelf registration statement on Form S-3 (File No. 333-251502) (the "Registration Statement"), which was filed with the Securities and Exchange Commission (the "SEC") on December 18, 2020 and became effective upon filing.

The Underwriting Agreement contains customary representations, warranties, and agreements by the Company and customary conditions to closing, indemnification obligations of the Company and the Underwriters, including for liabilities under the Securities Act of 1933, as amended, and termination provisions.

A copy of the Underwriting Agreement is filed as Exhibits 1.1 to this Current Report on Form 8-K and is incorporated herein by reference.

argenx Reports First Quarter 2023 Financial Results and Provides Business Update

On May 4, 2023 argenx SE (Euronext & Nasdaq: ARGX), a global immunology company committed to improving the lives of people suffering from severe autoimmune diseases, reported its first quarter 2023 financial results and provided a business update (Press release, argenx, MAY 4, 2023, View Source [SID1234631084]).

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"Throughout the first quarter, we made significant progress advancing our mission to redefine what well-controlled means in the treatment of autoimmune diseases. Our team remains focused on continued expansion within gMG with our planned launch of SC efgartigimod and upcoming global regulatory approvals, and the key pivotal data readouts we expect starting first with efgartigimod in CIDP and ARGX-117 in MMN," said Tim Van Hauwermeiren, Chief Executive Officer of argenx. "We have an exciting year ahead as we grow VYVGART as a new standard of care in gMG, leverage its potential in other indications and progress our broader immunology pipeline, all of which brings us one step closer to achieving our goals and innovating on behalf of patients."

FIRST QUARTER 2023 AND RECENT BUSINESS UPDATE

VYVGART Expansion

VYVGART is the first-and-only approved neonatal Fc receptor (FcRn) blocker in the U.S., Japan and the EU. argenx is planning for multi-dimensional expansion to reach more patients with VYVGART through additional regulatory approvals for generalized myasthenia gravis (gMG), the launch of SC efgartigimod for gMG, and new autoimmune indications with the VYVGART regulatory submission for immune thrombocytopenia (ITP) in Japan.

· Generated global net VYVGART sales of $218 million in the first quarter of 2023
· Regulatory reviews of SC efgartigimod for gMG ongoing in the U.S., EU and Japan
o Prescription Drug User Fee Act (PDUFA) target action date of June 20, 2023
o Marketing authorization application (MAA) filed in Japan in first quarter of 2023 with approval decision expected by first quarter of 2024
o MAA review underway by European Medicines Agency with approval decision expected in fourth quarter of 2023

· Received VYVGART approval from the UK Medicines and Healthcare products Regulatory Agency (MHRA) on March 15, 2023 and the State of Israel Ministry of Health on April 24, 2023 through Medison Pharma, marking both the fourth and fifth global approvals for gMG
· Pricing and reimbursement discussions ongoing in more than 10 countries in Europe
· Approval decisions expected in 2023 in Canada and in China through partnership with Zai Lab

Efgartigimod Research and Development

argenx aims to solidify its FcRn leadership by expanding the scope of IgG-mediated autoimmune diseases in development and further demonstrating the potential of FcRn blockade in ongoing clinical trials. By the end of 2023, efgartigimod is expected to be approved, in regulatory review or in development in 13 severe autoimmune diseases.

· ADHERE: Requisite events (88) achieved in trial for chronic inflammatory demyelinating polyneuropathy (CIDP); topline data now expected in July 2023
· ADDRESS: Enrollment complete in trial; topline data in pemphigus expected in fourth quarter of 2023
· ADVANCE-SC: Enrollment complete in trial; topline data from SC trial in ITP expected in fourth quarter of 2023
· BALLAD and ALKIVIA: Interim data in bullous pemphigoid expected in first half of 2024 and in myositis in second half of 2024
· ALPHA and RHO proof-of-concept (POC) trials underway through IQVIA collaboration in post-COVID-19 postural orthostatic tachycardia syndrome (PC-POTS) and primary Sjogren’s syndrome; topline data from ALPHA expected in fourth quarter of 2023
· POC trials underway in membranous nephropathy and lupus nephritis through Zai Lab collaboration
· Registrational trial in thyroid eye disease (TED) and POC trials in ANCA-associated vasculitis (ANCA) and antibody mediated rejection (AMR) in kidney transplant expected to start in fourth quarter of 2023

Pipeline Progress

argenx is advancing a robust portfolio of innovative clinical programs, including ARGX-117 (C2 inhibitor) and ARGX-119 (muscle-specific kinase (MuSK) agonist). Both programs have the potential to be first-in-class opportunities for multiple severe autoimmune indications.

· ARDA: Interim data from POC trial of ARGX-117 in multifocal motor neuropathy expected mid- 2023
· POC trial of ARGX-117 for prevention of delayed graft function after kidney transplantation expected to start in second half of 2023 following regulatory discussions
· Phase 1 dose-escalation trial of ARGX-119 in healthy volunteers ongoing; subsequent Phase 1b trial to assess early signal detection in patients with congenital myasthenic syndrome

Continued investment in Immunology Innovation Program (IIP) to broaden autoimmune pipeline for sustained value creation opportunities

· argenx continues to invest in its discovery engine, the Immunology Innovation Program, to foster a robust innovation ecosystem and drive early-stage pipeline growth. argenx expects to nominate one new development candidate in 2023.
· OncoVerity, an asset-centric spin-off company created with the University of Colorado Anschutz Medical Campus and UCHealth, announced the licensing of cusatuzumab, a first-in-class anti-CD70 antibody; argenx provided funding to advance OncoVerity to next phase of development
· Entered multiyear collaboration with Genmab to jointly discover, develop and commercialize antibody therapies; initial two targets identified within immunology and cancer

DETAILS OF THE FINANCIAL RESULTS

Total operating income for the three months ended March 31, 2023 was $229.8 million, compared to $31.5 million for the same period in 2022, and consists of:

· Product net sales from the sales of VYVGART for the three months ended March 31, 2023 were $218.0 million, compared to $21.2 million for the same period in 2022
· Collaboration revenue for the three months ended March 31, 2023 was $1.1 million, compared to $2.2 million for the same period in 2022. The collaboration revenue for the three months ended March 31, 2023 primarily relates to the clinical and commercial supply of efgartigimod to Zai Lab.
· Other operating income for the three months ended March 31, 2023 was $10.7 million, compared to $8.1 million for the same period in 2022. The other operating income for the three months ended March 31, 2023 primary relates to research and development tax incentives and payroll tax rebates.

Total operating expenses for the three months ended March 31, 2023 were $333.6 million, compared to $254.2 million for the same period in 2022, and consists of:

· Cost of sales for the three months ended March 31, 2023 was $18.9 million, compared to $1.4 million for the same period in 2022.
· Research and development expenses increased by $13.9 million for three months ended March 31, 2023 to $165.9 million, compared to $152 million for the same period in 2022. The research and development expenses mainly relate to external research and development expenses and personnel expenses incurred in the clinical development of efgartigimod in various indications and the expansion of other clinical and preclinical pipeline candidates.
· Selling, general and administrative expenses for the three months ended March 31, 2023 were $149.2 million, compared to $100.9 million for the same period in 2022. The selling, general and administrative expenses mainly relate to professional and marketing fees linked to commercialization of VYVGART in the U.S., Japan and the EU and personnel expenses.
· Loss from investment in joint venture for the three months ended March 31, 2023 was $0.3 million. The loss recognized was argenx’s share of losses in OncoVerity, Inc. There were no losses from investment in joint venture in the same period in 2022.

Financial income for the three months ended March 31, 2023 was $16.6 million, compared to $0.8 for the same period in 2022. The increase in financial income is mainly due to an increase in interest income on current financial assets and cash and cash equivalents attributable to higher interest rates.

Exchange gains/losses for the three months ended March 31, 2023 were $11.2 million of exchange gains, compared to $7.2 million exchange losses for the same period in 2022. Exchange gains are mainly attributable to unrealized exchange rate gains or losses on the cash, cash equivalents and current financial assets position in Euro.

Income tax for the three months ended March 31, 2023 was $47.3 million of tax benefit, compared to $2.9 million of tax benefit for the same period in 2022. Tax benefit for the three months ended March 31, 2023 consists of $10.8 million of income tax expense and $58.0 million of deferred tax income, compared to $5.0 million of income tax expense and $7.9 million of deferred tax income for the comparable prior period.

Net loss for the three months ended March 31, 2023 was $28,9 million, compared to $227.2 million for the comparable prior year period. On a per weighted average share basis, the net loss was $0.52 and $4.36 for the three months ended March 31, 2023 and 2022, respectively.

Cash, cash equivalents and current financial assets totaled $2.0 billion as of March 31, 2023, compared to $2.2 billion as of December 31, 2022. Cash and cash equivalents and current financial assets decreased primarily as a result from net cash flows used in operating activities.

FINANCIAL GUIDANCE

Based on current plans to fund anticipated operating expenses, working capital and capital expenditures, argenx expects to utilize up to $500 million of cash in 2023.

EXPECTED 2023 FINANCIAL CALENDAR

· July 27, 2023: HY 2023 financial results and business update
· October 26, 2023: Q3 2023 financial results and business update

CONFERENCE CALL DETAILS

The first quarter 2023 financial results and business update will be discussed during a conference call and webcast presentation today at 2:30 pm CET/8:30 am ET. A webcast of the live call may be accessed on the Investors section of the argenx website at argenx.com/investors. A replay of the webcast will be available on the argenx website.

Rocket Pharmaceuticals Reports First Quarter 2023 Financial Results and Highlights Recent Progress

On May 4, 2023 Rocket Pharmaceuticals, Inc. (NASDAQ: RCKT), a leading late-stage biotechnology company advancing an integrated and sustainable pipeline of genetic therapies for rare disorders with high unmet need, reported financial results for the quarter ending March 31, 2023, and updates from the Company’s key pipeline developments, business operations and upcoming milestones (Press release, Rocket Pharmaceuticals, MAY 4, 2023, View Source [SID1234631074]).

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"I am very pleased with our first quarter progress, as we continued to advance our industry leading pipeline of now six programs across both AAV and LV platforms addressing life threatening cardiac and hematologic rare diseases, including two LV programs nearing fillings and four programs either demonstrating robust clinical results or strong preclinical proof of concept, "said Gaurav Shah, M.D., Chief Executive Officer, Rocket Pharma. "Corporate and program milestones remain on track, including the planned initiation of the Phase 2 pivotal trial in Danon Disease this second quarter and regulatory filings for LAD-I and Fanconi Anemia this second quarter and fourth quarter, respectively."

Dr. Shah continued, "In addition, we look forward to presenting data across all four of our clinical programs at the upcoming ASGCT (Free ASGCT Whitepaper) meeting this month, as well as our recently announced preclinical program for PKP2-ACM, one of the most prevalent and devastating forms of heart disease impacting nearly 50,000 adults and children in the U.S. and EU. Further, I am proud to announce that we became a Founding Member of BeginNGSTM, a national program that advocates for and facilitates newborn screening for approximately 400 genetic diseases. As we diligently work towards cures for rare diseases, encouraging early genetic screening is essential in providing rare disease patients and their families with an accurate and early diagnosis so they can identify and activate a disease management plan with their healthcare providers as soon as possible."

"Lastly, following a recent ATM sale of $17.2M in net proceeds and in-house manufacturing efficiencies, I am pleased to announce that we have extended our cash runway into the first half of 2025. We look forward to leveraging this strong cash position, which will take us through planned launches in 2024," said Dr. Shah. "Taken together, I am incredibly proud of the tremendous progress we have made in expeditiously developing one of the broadest and deepest pipeline of assets in gene therapy and building integrated capabilities spanning discovery through manufacturing and commercial to help address the unmet needs of patients facing these rare and devastating diseases. We look forward to continuing this progress into the next quarter and year."

Key Pipeline and Operational Updates

Danon, FA, LAD-I, PKD trials and plans for PKP2-ACM and BAG3-DCM preclinical programs remain on track. All 2023 milestones remain on track including anticipated initiation of the Phase 2 pivotal trial for Danon Disease during this second quarter and Biologics License Application (BLA) filing for LAD-I in Q2 2023 and BLA filing for FA in Q4 2023.
Updated data across all clinical trials and PKP2-ACM preclinical program to be presented at ASGCT (Free ASGCT Whitepaper). Updates anticipated at the 26th Annual Meeting of the American Society of Gene and Cell Therapy (ASGCT) (Free ASGCT Whitepaper) at the Los Angeles Convention Center, May 16-20.
Details for oral presentations are as follows:

Title: Danon Disease Phase 1 RP-A501 Results: The First Single-Dose Intravenous (IV) Gene Therapy with Recombinant Adeno-Associated Virus (AAV9:LAMP2B) for a Monogenic Cardiomyopathy
Session: Clinical Trials Spotlight Symposium
Presenter: Joseph Rossano, M.D., M.S., FAAP, FACC, Co-Director of the Cardiac Center and Chief of the Division of Cardiology at Children’s Hospital of Philadelphia
Session date and time: Thursday, May 18, 2023, 8:00 a.m. – 9:45 a.m. PT
Location: Concourse Hall 152 & 153
Presentation number: 9

Title: Lentiviral-Mediated Gene Therapy for Fanconi Anemia [Group A]: Results From Global RP-L102 Clinical Trials
Session: Hematologic and Immunologic Diseases
Presenter: Agnieszka Czechowicz, M.D., Ph.D., Department of Pediatrics, Division of Hematology/ Oncology, Stem Cell Transplantation and Regenerative Medicine, Stanford University School of Medicine
Session date and time: Thursday, May 18, 2023, 3:45 p.m. – 5:30 p.m. PT
Location: Room 501 ABC
Presentation number: 217

Title: Global Phase 1 Study Results of Lentiviral Mediated Gene Therapy for Severe Pyruvate Kinase Deficiency (PKD)
Session: Hematologic and Immunologic Diseases
Presenter: Ami J. Shah, M.D., Clinical Professor of Pediatrics, Division of Hematology/ Oncology, Stem Cell Transplantation and Regenerative Medicine, Stanford University School of Medicine
Session date and time: Thursday, May 18, 2023, 3:45 p.m. – 5:30 p.m. PT
Location: Room 501 ABC
Presentation number: 218

Title: Preclinical Efficacy of AAVrh.74-PKP2a (RP-A601): Gene Therapy for PKP2-associated Arrhythmogenic Cardiomyopathy
Session: Late-Breaking Abstracts 1
Presenter: Christopher Herzog, Ph.D., Associate Vice President, AAV R&D, Rocket Pharma
Session date and time: Friday, May 19, 2023, 8:00 a.m. – 9:45 a.m. PT
Location: Room 515AB
Presentation number: 2

Details for the poster presentation are as follows:

Title: Autologous Ex-Vivo Lentiviral Gene Therapy for Pediatric Patients with Severe Leukocyte Adhesion Deficiency-I (LAD-I): Interim Results from an Ongoing Phase 1/2 Study
Session: Friday Poster Session
Presenter: Donald B. Kohn, M.D., Distinguished Professor of Microbiology, Immunology & Molecular Genetics (MIMG), Pediatrics and Molecular & Medical Pharmacology; Director of the UCLA Human Gene and Cell Therapy Program, University of California, Los Angeles
Session date and time: Friday, May 19, 2023, 12:00 p.m. PT
Location: Exhibit Hall/West Hall A
Presentation number: 1547

Expanded leadership team to support evolution towards Commercial stage. Jonathan Schwartz, M.D., Rocket’s founding Chief Medical Officer, was appointed Chief Gene Therapy Officer to enhance the Company’s focus on the strategic application of gene therapy technologies to current and future therapeutic areas. Dr. Schwartz oversees research, deepens relationships with external collaborators, and offers a pointed focus on clinical strategy and pipeline expansion. In addition, Mark White, MB.ChB, was named Chief Medical Officer following more than 25 years at AstraZeneca and brings expertise in clinical development, global regulatory submissions, and commercial and business strategy. At AstraZeneca, Dr. White most recently served as Global Franchise Head, Respiratory and Inflammation and has been the program lead for multiple innovative medicines guiding them through late-stage development, approvals and launches around the globe.
Became founding consortium member of a diagnostic and precision medicine guidance tool to accelerate early diagnosis of rare genetic diseases. Rocket entered into a collaboration with Rady Children’s Institute for Genetic Medicine to advance BeginNGSTM, a national program that advocates for and facilitates newborn screening for approximately 400 genetic diseases using rapid Whole Genome Sequencing (rWGS). As part of the collaboration, Rocket joins the BeginNGSTM consortium, which serves as a think tank across public and private institutions and participates in the Frontiers in Pediatric Genomic Medicine Conference. As a founding consortium member, Rocket will play a leading role advocating for early diagnosis of patients with genetic rare diseases.
Celebrated annual Rare Disease Day with multi-faceted awareness campaign. On February 28, 2023, Rocket hosted its annual Rare Disease Day recognition program highlighting the theme, "Stories That Need To Be Shared: The Human Side of Rare Disease." More than 300 members of the global rare disease community gathered in person and virtually at the Make-A-Wish New Jersey Samuel & Josephine Plumeri Wishing Place to hear inspirational stories from patients living with rare diseases, caregivers and patient advocates. The Company also continued to build upon its Light Up for Rare initiative in collaboration with global partners to light up buildings and landmarks in more than 100 countries across the globe in the Rare Disease Day colors, including the Empire State Building and Niagara Falls. Rocket remains committed to supporting the rare disease community through patient-focused events, education and advancing science to bring potential treatments to patients with unmet needs.
First Quarter Financial Results

Cash position. Cash, cash equivalents and investments as of March 31, 2023, were $360.0 million.
R&D expenses. Research and development expenses were $46.4 million for the three months ended March 31, 2023, compared to $30.8 million for the three months ended March 31, 2022. The increase in R&D expenses was primarily driven by increases in compensation and benefits expense of $6.6 million due to increased R&D headcount, manufacturing and development costs of $2.8 million, direct materials of $0.9 million, and laboratory supplies of $0.9 million.
G&A expenses. General and administrative expenses were $15.8 million for the three months ended March 31, 2023, compared to $11.8 million for the three months ended March 31, 2022. The increase in G&A expenses was primarily driven by increases in commercial preparation expenses which consists of commercial strategy, medical affairs, market development and pricing analysis of $1.1 million, compensation and benefits of $0.7 million due to increased G&A headcount and non-cash stock compensation expense of $1.1 million.
Net loss. Net loss was $58.3 million or $0.73 per share (basic and diluted) for the three months ended March 31, 2023, compared to $43.0 million or $0.67 (basic and diluted) for the three months ended March 31, 2022.
Shares outstanding. 80,412,194 shares of common stock were outstanding as of March 31, 2023.
Financial Guidance

Cash position. As of March 31, 2023, Rocket had cash, cash equivalents and investments of $360.0 million. Rocket expects such resources will be sufficient to fund its operations into the first half of 2025, including producing AAV cGMP batches at the Company’s Cranbury, N.J. R&D and manufacturing facility and continued development of our six clinical and/or preclinical programs.