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Celgene Corp. (CELG) Message Board

  • rob_cos rob_cos Aug 24, 2013 3:54 PM Flag

    San Diego Oct 26-30 ACR/ARHP meeting should cement Apremilast imo as the next blockbuster in inflammatory diseases...

    San Diego Oct 26-30 ACR/ARHP meeting should cement belief in Apremilast imo as the next blockbuster in inflammatory diseases...

    American College of Rheumatology and Association of Rheumatology Health Professionals hold their annual meeting in San Diego on October 26th-30th....

    IMO this meeting will be a perfect follow on to the amazing meeting in March American Academy of Dermatology (AAD) where the company did an AMAZING job on the analyst meeting which was webcast. At the ACR/ARHP meeting I am hoping that more eyes will be open with hopefully more detailed data and some new information….
    · Updated important pooled data for Palace 1, 2 & 3 showing strong efficacy and no real safety issues for this oral PDE-4 inhibitor across all trials.

    · Critically important 52 week data for PALACE 2 showing efficacy improving with time and safety not an issue again even with longer duration (brand new)

    · Critically important 52 week data for PALACE 3 showing efficacy improving with time and safety not an issue again even with longer duration (brand new)

    · More detailed and updated data on the great Bechet’s results

    · Perhaps some early data on CC-220 (fingers crossed I hope so)

    · Analyst/investor meeting (webcast) similar to the stunningly positive March AAD webcast that woke people up with Scott Smith and his brilliant team leaders further highlighting the emerging differentiated profile of apremilast given the enhanced body of clinical data which should bring the final skeptics out of the ether that you can actually have great efficacy with an oral pde-4 inhibitor without any significant AE’s and certainly without the infection and lymphoma/leukemia risk of leading biologics like Enbrel. Its likely time also for a solid detailed update of how CELG plans to launch and market Apremilast since we can expect approval in Psoriatic arthritis in March of 2014 (only 7 little months from

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    • Yes its time to start getting REALLY excited about Apremilast IMO...and remember there will be MANY September healthcare conferences where we will hear Dr Fouse and Mr Hugin and others talk again about the promise of the coming months, yr, 5 yrs after being silent in August and an ISI visit in Sept with clients to Summit....and we get Abraxane Pancreatic Cancer approval the month before this meeting and will have stunningly positive Q3 earnings release right before this meeting on Thursday October 24th. Then a couple weeks later we get ASH abstracts on MM-015, MM-020 and scores of other trials - and then onto ASH with the detailed MM-020 and MM-015 updates in New Orleans on Dec 7-10....its time to round up your CELG share position (I have done so last 4 wks) for the next 6 months, 1 yr, 3 yrs and beyond.

 
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