..going forward we all must ask the question post ASCO 2014 and the coming news about anti PD1/PDL1 ???
If Oncologists are going to combine drugs from below w/ drugs like CDX-1127(Varli) and we are combining w/ drugs like ONT-10 from Oncothyreon than it seems to me that the Oncology Community is now declaring most CANCERS as Immunologically Manageable by Cocktail Therapies similiar to the way we treat HIV AIDS?
That PFE was willing to pay AZN $120B and Im told the AZN PD-1 labeled MEDI 4736 was the driving force behind this massive buyout, than what the heck would a drug like Varli (if it proves to be valuable in Therapies) be really worth? $1B? $2B? $10B?
That CLDX is not sitting by idly but reaching out to BMY to pair up with Nivolumab and recently ONT-10 tells me CLDX insiders know they have something very valuable...I think we are just beginning to appreciate the Tip of the Immune Ca Iceberg...the scientists have given us a peak into the Future of Cancer Treatment...and I for one have accumulated my largest HOLDING of CLDX ever since our old Avant days...
I will be loathe to ever SELL another share given what is being explored!
SInce if it (CDX-1127/Varli) combines synergistically and effectively with multiple antigen markers across the spectrum of cancers, and working at such a systemic (microenvironment) level with best most effective point inhibitors; interchangeably working a mono or combinatory therapeutic regiments then 10B would be an infintesimal fraction. More like 50B+
Frank, already two companies are on the Varli train. I believe a slew of biotechs/pharma will climb aboard. Panic might be setting in for some companies who have not signed a deal yet. I can see $40 this year.