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Seattle Genetics, Inc. Message Board

  • blackmenrock Dec 31, 2010 5:10 PM Flag

    sgn75 - tough targets

    Things I worry about in 2011.
    Sgn75 is facing some tough targets. Just 2 of 16 responding so far doesn't bode well for future results. And yes it's too early to come to a negative conclusion. But, unlike 35, 75's success is not a given at this point.

    On the other hand, cd75 expressing cancers are extremely deadly and any small improvement in overall survival will be well received.
    One clue to the tough road ahead is the trials choice of targets - Renal and B-cell. I wouldn't ever have guessed the B-cell in that it's not thought of as highly expressing cd75. Maybe that's why the prescreening of patients for the cd75 expression. Yet it's here, in B-cell, where the reponses seem to be coming from. B-cell reponds far more favorably to all treatments than the other cd75 cancers.

    Limiting B-cell treatment to those which highly express cd75 would seem to me a much smaller market if approval ever comes.

    The cancers which highly express cd75 included pancreatic, ovarian, renal/kidney. Of those, renal responds best to treatment and was included in the trial. The others are very, very tough nuts to crack.

    Also not a given in my mind, is the FDA's willingness to included ALCL in the BLA along with HL. It would be an extraordinary event based on FDA history. That's not to say it won't happen - just not a given.

    My 2011 year end target - $17.50 - $20.00

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