Let's not forget the PhII results from the Mexican study were far from conclusive. On an ITT basis, only 4 of 25 (16%) patients showed an SVR at week 72. Furthermore, the responders may have had a low viral load at baseline-which would skew interpretation. The fact of the matter is no one is going to buy SciClone. Who would buy them for a huge question mark? No one knows how the ongoing Phase III studies are going (blinded). I suspect these trials will fail to show superiority of the triple combo over standard of care. The Phase II results certainly seem to suggest it. Best of luck to the longs at this price.
I guess you really do not keep up on the latest data.Check out asco 2005, there was quite favorable mention of immune stimulation in cancer related to ctla-4.Look at MEDX data in Melanoma, they have had very durable resposes.I guess that why BMY gave them 50 million upfront.I guess you know more about this subject then BMY and PFE.You still have not answered my question, why is Sigma-Tau buying SCLN in huge amounts, you must think you know more then them.
...and why is interferon gamma used off label for IPF? Look at how cancer vaccines have fared. The basic premise is the same--immunostimulation, this time with an antigen. They don't work, the last failure being CanVaxin. Immune stimulation with an interferon or with IL-2 doesn't even produce a humoral response. The most interesting results to date have come from Provenge and that is an autologous therapy. There is no evidence anywhere that immunostimulation confers a survival benefit to cancer patients (in a well controlled, blinded, multi-center, Phase III study). If you can show it to me, I'd love to see it.
" No one knows how the ongoing Phase III studies are going (blinded)"
COME ON!!! Blinded my as*!! Blinded trials that go poorly are always stopped early and blinded trials that go great very often accelerate endpoints to get to market. The doc's giving the juice can always tell if something's happening. Doctors are notoriously loose lipped. I should know.
There is more here than yesterday's bull s$#%
And there is more to this drug than the current trials suggest. Immunomodulation has massive market potential.
I will disclose I am a newby here
Have you looked into how immunomodulatory agents have fared in cancer trials? Perhaps you should. A good place to start may be the literature of the early 80s when Genentech was exploring the use of interferon gamma for cancer. Needless to say, they didn't want the product.
Bertha, note that the difference in viral clearance between caucasians and hispanics in the study referenced in your link was statistically significant. But, we already knew that and SCLN noted in their PR on the Mexican triple therapy results that there was information indicating that hispanics were more difficult to treat. I wonder how much better the results of the triple therapy using Zadaxun would have been if the patients had been caucasians. We may know the answer when Sigma Tau finishes their triple therapy study using Zadaxin, Pegasys, and Ribavirin in their European HCV study.
"The fact of the matter is no one is going to buy SciClone. Who would buy them for a huge question mark?"
WHO? The Cavazza's--that's who, to the tune of about 12 million shares!! And they know a heck of a lot more about this drug than you do, shortie!
I think you are right...and the insiders who are privy to the progress of these studies is making a stupid blunder by buying stock as they are putting millions into more stock when they know that zadaxin doesnt work......not