PAR - Deal me in, page-84

Wabisabi - we haven't heard from you for a while!

Hmm haven't covered this one...RA is certainly an overlapping condition but I tend to focus more heavily on OA...Thanks for pointing it out, good Snoop work.

High level research depicts it's a large market for Enbrel...in the Billions, this makes the Amgen deal quite lucrative for them in longer term.
Typically when a company takes over another, the taking over company's shares fall and the acquired company's shares match (goes up to the acquiring amount), ie $38 all cash offer, up 78%.

Enbrel is classed as a TNF inhibitor biologic.

The one thing I look for is the safety of the drug...


"ENBREL can cause serious side effects including: New infections or worsening of infections you already have; hepatitis B can become active if you already have had it; nervous system problems, such as multiple sclerosis, seizures, or inflammation of the nerves of the eyes; blood problems (some fatal); new or worsening ...". ¹

The other thing I then look for is the effect on Liver, Kidneys, Speen. Seems like Enbrel is better in this regards compared to Humira⁴. (Humira is also a TNF inhibitor).


Safety comparison to iPPS...well it's another clue as to where our trajectory may go....
safety safety...it's all about safety after efficacy.

$1.9 Billion USD deal for them...think we will be north of this once 008 comes home.

My views here.




References

1) https://www.enbrel.com/support/side-effects-safety-information#:~:text=ENBREL%20can%20cause%20serious%20side,fatal)%3B%20new%20or%20worsening
2) https://www.mdedge.com/familymedicine/article/31415/rheumatology/liver-enzymes-elevated-two-ra-biologics?sso=true
3) https://www.healthline.com/health/rheumatoid-arthritis/enbrel-vs-humira#takeaway
4) https://cdn.mdedge.com/files/s3fs-public/issues/articles/70186_main_13.pdf