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YM BioSciences, Inc. Ordinary S Message Board

  • RANDYCHUB RANDYCHUB Mar 1, 2005 11:19 AM Flag

    Notes from Bio Orphan Drug Conf call

    Notes From YMI Orphan Drug Status Meeting

    1.09.57 - Orphan Drugs BioCEO Investor Conf. (Sean Thompson)

    One of the few EGF'r mabs that are still whole owned.

    Prostate cancer drug tesmilifene denied because of to many patients. More then 200K patients. Not a bad thing to have a drug directed at a large market.

    Theracim - Orphan status in US and Europe for Glioma baised on data from Cuba.

    Moving forward on IND in US.

    Potential Licencing partners wanted single agent data was the basis for mono trials in pediatric glioma. Did not expect good results. Nice surprise. This is also the reason for the Metastatic Pancreatic cancer trial.

    Mentioned the fact that theracim may work with drugs like Traveca. (nice to hear this being discussed. How a about a traveca, theracim, avastin trial?)

    Phase 3 protocol discussion is under way with AMEA.

    Orphan program is useful to us allows us to compete against Amgen, BMY, etc... Also see small indications as real markets. Herceptin for example has a small marke around 30k patientst but made over $400k last year.

    SPA - The tesmilifene spa allowed us to get financing. I don't think investors would have been as interested without the SPA. (Not an exact quote).

    If the drug works the economics will follow. (quote from one of the panel members)

    Randy

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    • Randy, can you clarify a couple things, since I don't have time to listen to the cc...

      <<Theracim - Orphan status in US and Europe for Glioma baised on data from Cuba.>>

      I hope you meant based, and not biased

      <<Mentioned the fact that theracim may work with drugs like Traveca. (nice to hear this being discussed. How a about a traveca, theracim, avastin trial?)>>

      I'm hoping you meant Tarceva, that would be really interesting! And I think you meant $400mm for Herceptin, not $400K lol!

      Thanks for keeping us so well informed!

      • 1 Reply to walldiver
      • Walldiver - Correct on all accounts. I am very lazy when it comes to typing. I read these boards when I get a few spare minutes and I just type away. I have heard the buy a spell checker joke more times then I can count.

        On Tarceva that comment was made in the webcast but I have since heard that it was based on erbitux/tarceva data. YMI just believes it will work accross all MAB's. I agree.

        On keeping you informed, lets just say we are even for all the great information you have passed along regarding DNDN.


        Randy

    • Raandy

      thnkx for this - but when did the call happen ?

      perhaps the best thing (or one of them) about the glioma trial (yesterday's CC) was confirmation of efficacy in the absence of side-effects - do you agree ?

      I am thinking it may some day have a very big market ....

      • 1 Reply to io_io
      • Sure I think the side effect profile continues to be excellent.

        I would think the best think that came from this trial is the proof that this drug works in a group of patients where you would expect no benefit. In the conf call YMI mentioned running these trials to show efficacy in a mono setting to potential partners. They have now done that!

        The goal of the company is first to just get the drug approved in any indication and to expand the market after that happens. At $3 a share if this happens we as share holders will be well rewarded. We will soon have two drugs in phase 3 trials that have very good evidence of efficacy and neither of those drugs in partnered in the US.

        Randy