In this audio webinar, Danny Cohen and I explain why we are bullish on Calithera Biosciences (CALA). We go over the technology, current data set, upcoming catalysts, and why we believe a deal with $BMY is near to come. We also refer to the recent $CITI analyst coverage and discuss why we believe the coverage is in great part a distortion of the facts. We also talk about why we think CALA'S platform will work well with $BMY's anti PD-1 (Opdivo), nivolumab. Calithera's approach along with Bristol's Opdivo in combination which may provide a viable and highly efficacious treatment for patients suffering from Triple Negative Breast Cancer. This would be good news for patients suffering from this form of breast cancer a long with investors staking a claim in Calithera at the current stock price range. We think Calithera has a higher chance at success than most investors and traders realize at this time in addition to the fact that we have also been hearing that a partnership with Bristol Myers could be upcoming sooner than later. The audio is about 30 minutes in length and contains our scientific/financial thesis and reasoning for being bullish on Calithera.
Our audio webinar follows after the below link references to support our view:
Research Finding that PD-1 inhibition will enable T-cells to access Glutamine.. http://www.nature.com/articles/ncomms7692
Demonstrating the need for skewing the balance of access to nutrition towards t-cells. As well how CB-839 insensitive GLS2, utilized by t-cells, allow for t-cell proliferation when given glutamine even in the face of CB-839.
https://www.ncbi.nlm.nih.gov/pmc/articles/PMC3248798/
Demonstration on how glutamine helps to differentiate T-cell pops towards CD4+ to be pro-inflammatory and cytotoxic.
https://www.ncbi.nlm.nih.gov/pmc/articles/PMC4382238/
Demonstration how glutamine allows the tumor to be resistant to mTOR in GBM, thus inhibiting the access to glutamine by glutaminase should sensitize it to mTOR.
https://www.ncbi.nlm.nih.gov/pmc/articles/PMC4396477/
Big Nature review article on glutamine metabolism in cancer http://www.nature.com/nrc/journal/v16/n10/pdf/nrc.2016.71.pdf
