the chatter for iap cudc 427 is that it looked safe and it as a single agent had some complete responses and stable disease. remember that iap really shows its potential when combined with chemo which will be phase 2. they have indicated that they might investigate the iap as single agent for possible mutation if they find it. dont forget the investor conferences at the end of the month too. we should get more updates on cudc 907 on cohort 1 and 2. that to me is even bigger than asco data....
Thanks for input - 5/31-6/1 conference certainly will be of value but patience and hope is a key to all biotechs - 2013 hopefully will turn into a positive financial year and the big news will be in 2014 so hopefully the stock price will continue to move up.
CUDC 427 (the recently in-licensed GDC-0917) has some P1 data that looks resonable, 5% uCRs in a mix of patients. As usuall though it really is hard to glean more than "looks OK to keep going" on these trials.
For vismo, the STEVIE trial interum data looks to be tracking previous data, so no real news (though, no news is good news to some extent). The long term follow up on EVIRANCE does show some good news with response durration lengthening (the expected/hopefull result).