Friday, December 19, 2014

I.P.O. of Juno Therapeutics, Developer of a Cancer Treatment, Excites Investors

Excitement over a promise of a new type of cancer treatment ignited a frenzy on Wall Street Friday as a little-known year-old company pulled off one of the largest initial public stock offerings in the biotechnology sector.
The company, Juno Therapeutics, sold 11 million shares at $24 each on Thursday in its initial public offering. The company increased its price and the number of shares offered earlier that day after a surge in demand.
When trading started on Friday, the stock soared, closing at $35 a share, up 46 percent, and giving Juno a market valuation of about $2.7 billion.
Juno, based in Seattle, is working on sophisticated treatments that genetically engineer the body’s immune cells so they can better recognize and kill cancer cells. Its approach has been tried so far on a relatively small number of patients, but the results have been extraordinary. Some people with leukemia have been rescued from near-certain death. A study of one of Juno’s drugs found an 89 percent remission rate among 27 adults with acute lymphoblastic leukemia no longer responding to other treatments.
Juno has collaborations with the Fred Hutchinson Cancer Research Center in Seattle, Seattle Children’s Research Institute and the Memorial Sloan Kettering Cancer Center in New York, and they could be in for a windfall if the company succeeds.
In addition to the usual royalties and milestone payments that companies pay to suppliers of technology, Juno will make “success payments” to the Hutchinson center and Sloan Kettering if the company’s stock is above certain prices at certain points in time. The total payments could be as much as $375 million in cash and stock for the Hutchinson center and $150 million for Sloan Kettering.
Even before raising $264 million its public offering, Juno had raised more than $300 million privately, a large amount for such a young firm. One early investor was Jeff Bezos, head of Seattle-based Amazon. Juno’s largest shareholder, with about a 30 percent stake, is a fund that invests the State of Alaska’s oil revenue

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