follow up from 10:27 ONXX: : ONXX mentioned cautiously at Lehman (36.75 -1.33)
Update on phase III trials for BAY 43-9006 (cancer) provided no new data. Expectations were that the company would announce a more accelerated filing strategy on phase II renal cell data, though the company maintained their emphasis on phase III data for registration. Lehman expects further data at ASCO relative to responses in renal cell cancer, but currently does not believe it will be sufficient to file an NDA.
I think you are far too pessimistic about ONYX-015. It is clealry not dead. There was a lot
of safety data derived form the phase II trials and the abstracts cited by Microcapfun (nice work micro) make it clear that it is still a lot of life in ONYX-015.
I know hope springs eternal with you with regard to O-15, but that Onyx project is stone dead, bereft of life it rests in peace, it has run down the curtain and joined the Choir Invisible, it is six feet under and pushing up the daisies, it is an ex-project, it has snuffed it!
And if BAY43-9006 fails in P3 Onyx will go the way of all flesh too. What more can I say?
Well ONXX has more money now than they ever have had, so they should be able to restart the virus work. They need some sort of pipeline.
Did you see TTP the last few days, particularly impressive with nasdaq and Biotch index taking a hit. They have been very quiet with regard to news, they registerred a shelf for $50M in shares last month, I think something is up there and news will come shortly perhaps, cant explain this run-up any other way.
Nice post, thanks. It has been disappointing to see so many day traders crashing the site, making inane comments, and insulting each other. Refreshing to see a return to what the site has been noted for over the past 2 years. Thanks again.
>>I think I am also disappointed that the ONXX board has become a place for people to insult one another (hey -- even I got in on that!) and the science has largely disappeared in the process.<<