文章核心观点 - Elevation Oncology公司宣布提名EO-1022为其HER3抗体药物偶联物（ADC）开发候选药物，预计将在2025年上半年公布其临床前数据，并在2026年提交IND申请[1][3] 公司动态 - Elevation Oncology公司提名EO-1022为其HER3 ADC开发候选药物，该药物结合了seribantumab抗体和先进的ADC技术，预计将在2025年上半年公布临床前数据，并在2026年提交IND申请[1][3] - 公司已与Synaffix签署全球许可协议，获得其GlycoConnect®和HydraSpace®ADC技术平台的全球访问权，这些技术将用于EO-1022的开发[3] - 公司计划利用其ADC和肿瘤药物开发专业知识，开发创新、选择性的癌症疗法，以满足显著的未满足医疗需求[3] 产品介绍 - EO-1022是一种针对HER3的ADC，包含seribantumab抗体和MMAE有效载荷，通过糖基化位点特异性结合，旨在治疗表达HER3的实体瘤患者[2] - 公司认为seribantumab因其对HER3表达癌细胞的选择性传递细胞毒性有效载荷和在多项研究中展示的良好耐受性安全 profile，非常适合用于ADC[3] 行业背景 - HER3蛋白在多种实体瘤中广泛表达，包括乳腺癌、EGFR突变非小细胞肺癌和胰腺癌，通常与不良临床结果相关，使其成为创新治疗策略的引人注目靶点[2] - ADC技术被认为能够充分释放HER3的临床潜力，EO-1022利用Synaffix的先进位点特异性结合和差异化连接子-有效载荷技术，具有潜在的最佳类 profile[4] 合作伙伴 - Synaffix是一家专注于ADC技术的生物技术公司，其技术平台包括GlycoConnect®、HydraSpace®和toxSYN®技术，能够帮助任何拥有抗体的公司开发专有的最佳类ADC产品[7] - Synaffix的技术平台具有快速进入临床的潜力，得益于其成熟的技术组件供应链，并且其业务模式是目标特定的技术授权，已与多家知名公司达成合作[8] - Synaffix于2023年6月被Lonza完全收购[9]

Licensing agreement gives Elevation Oncology access to Synaffix's ADC technology for one program in combination with SYNstatin E™ Elevation Oncology nominates a novel HER3 ADC candidate EO-1022 leveraging its antibody as well as Synaffix's proprietary ADC development technologiesAMSTERDAM, Dec. 12, 2024 /PRNewswire/ -- Synaffix B.V., a Lonza company (SIX: LONN) focused on commercializing its clinical-stage platform technology for the development of antibody-drug conjugates (ADCs) with best-in-class therape ...

You won't be charged a penny during the free trial, so you have nothing to lose and everything to gain.If you want full access to our Portfolio and all our current Top Picks, feel free to join us at High Yield Landlord for a 2-week free trial.The Fed has already cut interest rates two times, and it is expected to cut rates again at the next meeting on December 18th.He is the leader of the investing group High Yield Landlord , where he shares his real-money REIT portfolio and transactions in real-time. Featu ...

Steady as she goes : Used to describe a ship sailing steady. It can be defined as being careful, steady, and being consistent.Contributing analyst to the iREIT+Hoya Capital investment group. The Dividend Collectuh is not a registered investment professional nor financial advisor and these articles should not be taken as financial advice. This is for educational purposes only and I encourage everyone to do their own due diligence. I'm a Navy veteran who enjoys dividend investing in quality blue-chip stocks, ...

Gilead Sciences, Inc. (GILD) entered into an exclusive option and license agreement with Tubulis, a Germany-based biotech company.The collaboration is aimed at discovering and developing an antibody-drug conjugate (ADC) against a solid tumor target.Gilead’s shares have risen 14.2% year to date against the industry's decline of 6.9%.Image Source: Zacks Investment ResearchMore on GILD’s Deal With TubulisThe single-asset focused collaboration, license and option agreement combines Tubulis’ differentiated ADC p ...

Conservative Income Portfolio targets the best value stocks with the highest margins of safety. The volatility of these investments is further lowered using the best priced options. Our Enhanced Equity Income Solutions Portfolio is designed to reduce volatility while generating 7-9% yields.Our previous takes on Agree Realty Corporation (NYSE: ADC ) have been on the neutral side, and we have only come away with a “hold” rating. The stockTrapping Value provides Covered Calls, and Preferred Stock Trader covers ...

With just a month left to the year, the S&P 500 is up 26% in 2024. Unless there's some major news over the next few weeks, the year will close out with a strong gain. Can it continue into 2025? There are indications that it can, such as an improving retail landscape and falling interest rates -- and there are indications that it can't, such as historically high valuations.What should investors do? One thing you can do when it's unclear what's going to happen next (which is basically all the time) is make su ...

Analyst’s Disclosure: I/we have a beneficial long position in the shares of ADC either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article. While this article may sound like financial advice, please observe that the author is not a CFA or in any way licensed to give financial advice ...

Defence's Proprietary Accum Technology Ready to License to Companies Developing Antibody Drug Conjugates (ADC)November 29, 2024 6:00 PM EST | Source: Defence Therapeutics Inc.Vancouver, British Columbia--(Newsfile Corp. - November 29, 2024) - Defence Therapeutics Inc. (CSE: DTC) (OTCQB: DTCFF) (FSE: DTC) ("Defence" or the "Company"), a Canadian biopharmaceutical company developing radiopharmaceuticals and ADC products using its proprietary platform and drug delivery technologies in addition to ...

文章核心观点 - Realty Income (O) 是净租赁领域的巨头，市值高达$500亿美元，是紧随其后的竞争对手的四倍，是快速增长的Agree Realty (ADC)的六倍以上。Agree Realty是否应该瞄准取代Realty Income的位置？ [1] 公司业务 - Realty Income和Agree Realty都是净租赁房地产投资信托（REIT），主要持有单租户资产，租户负责大部分物业级费用。Realty Income拥有超过15,400处物业，而Agree Realty拥有约2,250处物业 [1] - 两家公司都主要关注零售物业，Realty Income约73%的租金来自零售业，而Agree Realty则完全专注于零售资产 [2] 市场和增长 - 净租赁行业的零售细分市场可能是流动性最强的领域之一，Realty Income估计美国市场的规模约为$1.5万亿美元。物业规模小且相似，易于买卖和租赁 [3] - Agree Realty在过去十年中迅速扩张，从2014年的209处物业增长到现在的2,250处，尽管仍比Realty Income少约13,000处物业 [3] - Realty Income的规模使其增长面临挑战，需要更多的投资活动来推动业务增长。例如，2024年第三季度，Agree Realty购买了66处物业，这对Realty Income来说几乎可以忽略不计 [4] 多元化和扩展 - Realty Income需要更多的投资渠道来维持增长，因此其租金的近30%来自工业物业和其他资产，如赌场和葡萄园。公司还扩展到欧洲市场，并计划建立资产管理业务 [6] - 尽管如此，Realty Income的增长速度可能仍将慢于Agree Realty，后者从较小的资产基础中可以实现更快的增长 [6] 未来展望 - Agree Realty有可能在未来成为下一个Realty Income，但其快速增长的投资者可能不希望这一天来得太快。Agree Realty的股息在过去十年中以约6%的年化速度增长，而Realty Income的股息增长则接近3% [7] - 尽管Realty Income目前的股息收益率（5.5%）高于Agree Realty（4%），但对于更看重股息增长的投资者来说，Agree Realty及其仍有较大扩张机会的吸引力可能在未来几年内超过Realty Income [8]