$MDXH thread here on advantages . MDxHealth is a biotechnology company that specializes in developing and commercializing molecular diagnostic tests that aid in the diagnosis and treatment of urologic cancers. Advantages include: 1/6
1. Accurate and Early Detection: $MDXH diagnostic tests can detect cancer at an early stage, even before symptoms appear. This allows for earlier intervention and treatment, which can improve patient outcomes. 2/6
2. Personalized Treatment: $MDXH MDxHealth's tests provide information about the specific characteristics of a patient's tumor, allowing doctors to personalize treatment plans and select the most effective therapies. 3/6
3. Non-invasive: MDxHealth's diagnostic tests are non-invasive and require only a urine or blood sample, making them less painful and less invasive than traditional diagnostic methods. 4. Cost-effective: $MDXH tests are cost-effective, as they can reduce the need for more 4/6
expensive diagnostic procedures and improve patient outcomes, ultimately reducing healthcare costs. 5. Innovation: MDxHealth is constantly innovating & developing new diagnostic tests, which can improve the accuracy and effectiveness of cancer detection and treatment. 5/6 $MDXH
Overall, MDxHealth's molecular diagnostic tests offer a number of advantages for both patients and healthcare providers, including earlier detection, personalized treatment, non-invasive testing, cost-effectiveness, and ongoing innovation. $MDXH
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Few highlights from February’s $CLRB presentation deck: Market size: There are approximately 26,000 patients with Waldenstrom's macroglobulinemia (WM) in the U.S., with 81% of patients under care in the last year currently receiving active treatment. 1/
Unmet need: There are no approved treatments for relapsed or refractory WM, and 4-12% of patients have major response rates (MRR) to treatment beyond 2nd line therapy.
Patient journey: Approximately 50% of patients are diagnosed in the 2/ $CLRB
academic setting and 55% in the community setting. About 80% of patients will receive 3rd line treatment, and 0% of patients achieve complete response (CR) with single-agent Bruton's tyrosine kinase (BTK) inhibitor therapy.
Market opportunity: There is a significant 3/ $CLRB
$MCRB Seres is making significant changes to its business in order to focus on commercializing VOWST and achieving long-term sustainability. Over the past two months they have focused on the following: Workforce: reduced its workforce by 41%, or approximately 1/6
1,160 positions, across the organization. R&D: The company significantly scaled back all non-partnered research & development programs & activities, except for the completion of the SER-155 Phase 1b study. VOWST Manufacturing: Seres closed one of their donor facilities 2/6 $MCRB
and is continuing to identify additional manufacturing efficiencies. G&A : The company reduced general & administrative (G&A) expenses and is consolidating office space, including planned subleasing. Non-essential operating expenses: eliminated $MCRB 3/6
Advantages $XFOR : 1.Focus on Rare Diseases: pipeline primarily focused on developing therapies for rare diseases, often lack effective treatment options. By targeting these diseases, company has the potential to bring life-changing therapies to patients who need them most 1/4
2. Innovative Drug Candidates: pipeline includes several, including Mavorixafor, which targets the CXCR4 receptor, a promising target for cancer therapy. X4P-003, a novel small molecule inhibitor NLRP3 inflammasome, potential to treat several rare diseases. $XFOR 2/4
Diversified Pipeline: $XFOR pipeline, drug candidates in different stages of development targeting different diseases, providing the company with a diversified portfolio. This diversification reduces the risk associated with any single product candidate failing. $XFOR 3/4
$LPTX oncology development DKN-01, an anti-DKK1 antibody. Currently sits at $215m market cap w/ $125m in cash. Recent compelling data at ESMO from the DisTinGuish Study of DKN-01 plus tislelizumab & chemotherapy in gastric cancer patients. 1L/2L Data expected Q1 2022 1/4
DisTinGuish an open-label Phase 2 had results for 22 patients who completed treatment. 15 patients achieved (PR), (ORR) of 68.2%, 6 patients experienced (SD) DKK1 expression (DKK1-high) achieved an ORR of 90%, compared to ORR of 56% $LPTX 2/4
DKK1-low patients comb. had strong efficacy patients w/ low PD-L1 expression (vCPS<5) w/ an ORR of 79%, compared to ORR of 67% achieved by patients w/ high PD-L1 expression (vCPS≥5. ORR data to date & currently 16 patients remaining in study likely achieves DOR & PFS. $LPTX 3/4