Showing posts with label Enlivex Therapeutics. Show all posts
Showing posts with label Enlivex Therapeutics. Show all posts

Tuesday, May 17, 2022

IBI Research On Enlivex: Delivering A Mega Blockbuster

 

Summary

  • The current bear market created significant opportunities for you to invest in fundamentally strong biotech companies.
  • As a powerful therapeutic innovator, Enlivex is developing a novel and highly efficacious medicine known as Allocetra.
  • The cellular therapy Allocetra is poised to deliver robust data for sepsis and thereby capture a vast market.
  • The Allocetra combination with an immune checkpoint inhibitor demonstrated extremely strong efficacy for mesothelioma.
  • Enlivex is positioned to capture a significant portion of the solid tumor niche.
Macrophage destroying bacteria

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Enlivex

Doing what everybody else is doing at the moment, and therefore what you have an almost irresistible urge to do, is often the wrong thing to do at all. - Phil Fischer (Warren Buffett's mentor)

Amid a bear market, your most powerful human emotion that is fear kicks in. As fear is the most powerful human emotion, it can cause an intelligent investor like you to make imprudent decisions. For instance, you can have the urge to sell prematurely at a loss. Keep in mind, temporary declines are simply paper losses that are not realized unless you sell. As you can see, FEAR is nothing more than False Expectations Appearing Real. Hence, you should focus on analyzing fundamentally robust stocks to acquire at a deep discount during this time. In doing so, you're breaking away from conventional wisdom to do things differently for better results.

That being said, I've been researching the investment landscape to bring you more fundamentally esteemed companies for your consideration. If you've been following my research, you know that my sweet spot is oncology and cellular therapy. After all, my father-in-law passed away in recent years from cancer. As such, I'm driven to assist therapeutic innovators in delivering hope to patients worldwide. That aside, a good number of CAR-T developers that I covered over the years have been acquired. In this research, I'll feature a fundamental analysis of a premier cellular therapy innovator known as Enlivex (ENLV) and provide my expectation of a potentially lucrative investment.

ENLV chart

StockCharts

Figure 1: Enlivex chart

About The Company

As usual, I'll present a brief corporate overview for new investors. If you're familiar with the firm, I suggest that you skip to the next section. Operating out of Nes Ziona (Israel), Enlivex is dedicated to the innovation and commercialization of next-generation cellular therapy to treat cancers and deadly conditions. As it captures lightning in a bottle, Enlivex is reprogramming a crucial cell of the body's natural defense (i.e., immune) system coined macrophage that, in and of itself, is analogous to the Israelis Commando.

By enlightening the Commando, Enlivex's medicine (dubbed Allocetra) can restore the body's homeostasis or balanced state to defeat deadly diseases. As a universal, off-the-shelf cellular therapy, Allocetra is currently being investigated as a treatment of organ failure associated with sepsis (i.e., sepsis-OF), acute respiratory distress syndrome related to COVID (i.e., COVID-ARDS), and in combination with other drugs for solid tumors.

Figure 2: Therapeutic pipeline

Revolutionary Treatment With Allocetra

As you can imagine, the macrophage is at the heart of Allocetra. As such, you should understand its basic science to appreciate this life-saving medicine. From the figure below, you can see that the macrophage/dendritic cells are involved in an immune homeostatic state. For simplicity's sake, I will refer to both of those phagocytose cells as macrophages.

In one state, your macrophage activates the immune system by releasing chemical messengers for the recruitment of specialized cells to decimate invaders. In the opposite situation, these important cells reduced their chemical signaling to relax the immune environment. As such, your ability to tinker with this crucial balance can lead to desired therapeutic outcomes.

macrophage role in homeostasis

Enlivex

Figure 3: Macrophage's roles in immune-homeostasis

Let us dig deeper into this phenomenon. Viewing the depiction below, you can see that the macrophage balance state is disrupted. Specifically, these macrophage continues to release chemical messengers after engulfment. Consequently, that causes a massive release of chemical messengers descriptive of a storm-like event known as a cytokine storm. Ultimately, the excessive cells/chemical messengers lead to organ damage.

cytokine storm

Enlivex

Figure 4: Abnormal response via cytokine storm

Here's where the magic is happening with Allocetra to restore the biological balance for treating diseases. To develop Allocetra, Enlivex first collected mononuclear cells (i.e., lymphocytes, monocytes, natural killer cells, or dendritic cells) from healthy donors. Second, the company galvanized these cells (in a non-genetic modification) for them to express PtsSer. As a surface protein on dying cells (i.e., one undergoing apoptosis), PtsSer incites macrophages to engulf Allocetra for processing and antigen presentation. You can view the fancy term antigen-presentation as biological intelligence delivery between the immune cells.

Of note, you might think this is simplistic. Be that as it may, Albert Einstein said that simplicity is ingenious. On that note, you can think of the hyperactive macrophages in the body (i.e., those causing diseases) as a pack of wild/hungry and agitated dogs. After you fed them with Allocetra, they became calmer and obedient. As a ramification, Allocetra is highly relevant to immune-related diseases where the macrophages are going nuts.

Allocetra mechanism of action

Enlivex

Figure 5: Allocetra mechanism of action