Master Investor show 2016

[partimefriend]

THE RISING STARS STAGE
April 23 London 2016
CHRISTOPHER R. ANZALONE, PH.D.
Arrowhead Pharmaceuticals | 14:40 – 15:00





masterinvestor.co.uk/wp-content/uploads/2016/04/Master_Investor_2016_Show_Guide.pdf

masterinvestor.co.uk/show/speakers/

[bull4run]

I wonder why he goes to London for this 20 minutes, to a free show? This show is for retailers. I will be in London so I probably will go there, but there should be something else! I do not think this show is so important to CA for travelling across the ocean.

[Think2Succeed]

bull4run,

It has come to my attention that GSK might have an interest in ARWR (most likely for partnering imo) ....after doing more DD on the info and GSK's interest in the RNAi space this sounds like a plausible scenario. Let us know your thoughts regarding the presentation if you attend it.

T2S

[bull4run]

I already have the ticket to visit the show, but I know he will not tell us any results yet. So I would like to ask CA about his sleeping habit! Does he have better sleep after 4 weeks 

[qbeing1010]

It will be good to get a feel for his enthusiasm and his body language.  You might even look at past MI videos of him to compare.  Wish I could go, too.

[bull4run]

I have visited the Master Show, and I had a 10 minute personal conversation with CA. (with Buffet it could cost millions:). So as there was no Q&A section, after the presentation I met him alone because nobody wanted to ask anything, so that is why I call it personal meeting.



So he stated ARWR is a platform company, they intend to sell products. Means they do not want to go alone producing drugs. They are waiting to an offer. He pointed GILD and JnJ and also mentioned Merck. As soon as they have a great offer ARWR will sell ARC-520 (he said "HBV drug"). He of course did not mentioned the offers and the dates but these are the companies which are closely monitoring. Maybe others but he did not say any other names.



He denied any connection between Roche and the new lease place. This is absolute just a coincidence - said CA.



He was very happy when I mentioned the DPC. 
He knows this is the crown jewel. (but I forgot to ask what is the plan with this diamond, sorry:(



At the first 5 minutes there was a Chinese man. He said he represents a Chinese drug factory, but CA told they do not want to sell directly anything to China, he again mentioned Gilead as they have Chinese connection. (if I understood well)


Here I do not want to say about the presentation you probably will see on ARWR web page soon. ( I don't think there was any new info) They start the ARC 521 in clinic in June 2016 (I think we knew that)



Some highlights from the posters: ARC 520 IND or equivalent june 2016, monotherapy and with interferon actively enrolling now.

Attachments:

[retired7211]

Very curious presentation with update for 2001 OLE saying only "expected enrollment completion in 2016". Isn't it our belief that multi dose is well underway? What was purpose of attending?
Something is up or this was a trip for the wife to go shopping in London.

[postcalloff]

Bull,
Thanks for posting this. Did you see anyone else with him? Family? Other Arrowhead personnel?

[Think2Succeed]

Here's Hparch take on this:

"The two things that I find of the most interest about this are:

1. The apparent deliberate elimination of both Roche and Novartis from the potential partners; not sure whether I read that as a negative or a positive both have vested interests in the success of ARWR and/or DPC produced drugs, and might enjoy watching others pay through the nose for a successful HBV treatment, and see their own pockets lined with no further effort (Novartis with 3m shares in ARWR, Roche with sales based royalties on the drug itself, which will have to sell at higher prices whenever possible to recover competing buying/licensing offers to ARWR at the front end). Of course, he might not have mentioned them to protect their counter offers which he knows will be coming after offers from the 3 he mentioned.
2. The use of the word "sell" instead of license for "HBV drug". At this point, they could only sell ARC-520, as it has the data to back up its performance, and we are awaiting results from 2001e and monarch. That's approximately 80m patients of the world's 400m. "Selling" could mean selling the rights to commercialize", or it could mean literally selling the drug's rights. Each has a different valuation. Anyway, it all depends on the data ARC-520 can generate. If its a slam dunk and FC's cHBV patients in most cases, ARC-521 would likely be included in such a sale, to assure that ARWR couldn't get back into the market with a competing product after the sale.

Things obviously are going well in trials. Im not sure about FC's yet, but, one could theoretically hope for some by now and not be overly anxious, due to Dr. Walsh's disclosure that s-AB complexes were developed in the NUC naive cohorts after only a single dose. That surely perked up the ears of big pharma, no matter who he mentioned - no one is going to ignore a potential 400m patient world wide market.

The next few months are going to be VERY interesting.


"

T2S

[bull4run]

I have found 2 more pics

Attachments:

[partimefriend]

[Think2Succeed]

Thanks partimefriend ....I'll add the video to the video gallery as well.