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Celldex Therapeutics, Inc. Message Board

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  • tepper_mark tepper_mark Nov 8, 2009 11:56 AM Flag

    Playing the ASCO cycle

    Could be a good strategy, the only problem is the stock is quite diluted. This stock has not exactly reacted well to good news. I still think it will hit a new 12 month low in November?

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    • I think the news flow will be positive for the pipeline:

      -CDX1307 is showing better immune response than DNDN's Provenge (57% vs 38%)at this stage of development. Bladder cancer is a good indication to try CDX1307 in.

      -CDX110 has shown robust efficacy and safety in brain cancer, and based on the results so far, will continue to do well IMO.

      -CDX1401 is the most promising cancer vaccine after CDX110 from what I've seen. NY-ESO-1 is a very strong immunogen, so there should be a very robust immune response to the vaccine- probably close to 100% humoral, and >80% cellular immune response. There is also evidence from older generation NY-ESO-1 vaccines of a survival advantage, so that bodes well for CDX1401.

      -CRO11 was on a par with other treatments for melanoma and breast cancer, but the new dosing regimen may boost efficacy. The update on this one should be interesting.

      -there could be some positive catalysts from other drugs in the pipeline.

      Also, I try follow venture capital flow as a leading indicator of biotech "sentiment", and there has been a significant boost in the last quarter- interestingly, and relevant to CLDX, there is a robust flow of capital going into vaccines in general, and cancer immunotherapeutics specifically. With reference to valuation, DNDN has seen very nice appreciation with a modestly effective cancer vaccine: I think the same potential is there with CLDX, with the advantage for us early investors of getting in on the ground floor.

    • Curagen might present an update during the SABCS on Dec9-13? With good news will come a big spike in PPS.

14.23Sep 15 3:59 PMEDT

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