seeking alpha message board. Having a hard time tracking down info on it. No cash makes it hard to go all in plus it comes from some type of weird ugly sponge.
Anyone looked at this drug bryostatin, might combine with Avanex's? Different mechanism than AVXL, but can't tell if company is on level. Doesn't have any cash. Mechanism is totally different than conventional clearing tangles strategies.
I'd be careful if that's what your investment thesis is. Glio is the important one for CLDX otherwise the competition is stiff with competitors like BLCM, JUNO, KITE having incredible efficacy. It depends whether there will be a niche or whether these companies already have cures for the solid tumors like they are starting to show with the blood tumors.
They're going to run through a third of a billion dollars in less than a year? That's fine if they if they are trying to be a small country with its own GDP?
On what are they spending the money on? This isn't even sane.
They pulled their shelf. One drug, same DNA antiviral that just failed -used for small market applications. HSCT cmv was only way the company is viable. Failed trial. It looks like the reputation of its drug is fueled by speculation that the saved kid translated to real clinical results. Otherwise small pox is a tough way to make money.
Rich pipeline, kind of a misrepresentation. Only have one drug.
I agree you can't compare them, but my point was look how much a company CMRX was valued based on it having a therapeutic for HSCT. Different therapeutic attacks, but our product could be of more value in the transplants.
FFmoo made a good point that a competing therapy was only a 130 million and that cdx-301 would only be an add on.
Can you tell us what the rich pipeline of products are? They just rescinded a shelf offering according to filings. I don't think they are getting ready to commercialize anything. They have one drug that has limited commercial use now that it won't be used to fight CMV in transplants
cmrx is cooked. no product.
Following your formula for substituting, mace instead of shaving cream likely works. Feel free to try it.
No, not really, while it isn't likely to have an immediate effect on stock price, it means accumulating at these prices is far less risky. It's a substantial finding that may have multiple uses and extensive clinical viability and is less likely to fail in clinical trials. Growth of dendritic cells are important in many of the adoptive therapies for cancer for use as a non-therapeutic.
If you want a model for how valuable something like this could be, look at CMRX.
cmrx was at 37 a share on the hope that it had am antiviral treating HSCT patients. This would have a broader application.
"CDX-301 shows a favorable safety profile and effectively mobilizes early stem cells when used alone, and we expect even greater yields in the next cohort where we combine with Mozobil," said Thomas Davis, M.D., Executive Vice President and Chief Medical Officer of Celldex Therapeutics. "CDX-301 could potentially provide good engraftment, less graft-versus-host disease and mitigated side effects, which would be a breakthrough for these patients undergoing HSCT. We are also looking forward to receiving data from investigators who are using CDX-301 in other drug combination studies designed to assess its potential in immunotherapy for cancer and other indications."