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Seattle Genetics Inc. Message Board

atpl1959 15 posts  |  Last Activity: Jan 20, 2015 11:41 AM Member since: Dec 2, 2004
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  • Reply to

    Baker manipulation?

    by fstout57 Jan 19, 2015 6:15 PM
    atpl1959 atpl1959 Jan 20, 2015 11:41 AM Flag

    The rise and fall of Geron occurred back in Feb of 2000.
    The Bakers bought Geron in 2013.
    What ridiculous point are you trying to make ?
    All this Baker Bros conspiracy theory talk makes you sound an awful lot like another poster back from the "10 is 10 days"
    Just how many aliases do you have now Ricky, Maui, fst, scr, angelo ?

  • Reply to

    The piece of Data

    by atpl1959 Dec 8, 2014 1:11 PM
    atpl1959 atpl1959 Dec 8, 2014 10:04 PM Flag

    Scr
    Your response doesn't address my main point and seems to miss the point completely. PD -1s have presented some good data here on HL. My point wasn't that it was somehow related to the prior Adcetris therapy but rather to address the exuberance that somehow this proves PD-1s being more efficacious than Adcetris or even frontline therapy. For that to be true, the prior responses by these patients are relevant. Adcetris alone has produced a 30% CR rate in patients that , by the PD1 abstract standards, "failed" prior Adcetris therapy.
    For all we know some or all of the 25 or so patients that relapsed after Adcetris therapy may have initially had a CR with PFS of 2 or more years. Some of the pts that did not respond to PD1 therapy may have even had a better initial result to Adcetris.
    We don't know because the data was not published. I can guarantee this however, if all those patients failed to respond to Adcetris rather than relapse after some unknown duration following Adcetris, it would have been stated. This is good promising data for PD1s in the company sponsored trials but these results certainly don't support leapfrogging the well established large patient study Adcetris data or even current frontline.
    But thanks for addressing my points with a coherent argument extolling the virtues of checkpoint inhibitors. Usually you just post on how Sgen is bringing your portfolio down. Interesting change of pace.

  • that I would like to know, but find missing from the PD-1 HL results.
    First off, any drug that offers cancer patients a chance at a cure or prolonged life is good in my book.
    2nd, it is clear that Merck and BMS both recognize the great results from Adcetris and clearly target that drug in their corporate sponsored trial abstracts by mentioning all the patients enrolled had failed prior BV therapy.
    Here is the piece of data I find missing. They define failure, as both a relapse after prior BV therapy or as a failure to respond to BV therapy.
    It is a given that BV or Adcetris does not cure 100% of HL patients. Large population studies do show the drug to have very high ORR, CR and PFS.
    So what was the response of the patients in the Merck Opdiva study to their treatment with BV. What was the ORR and CR rate even though those patients may ultimately have relapsed. How long did BV stave off progression of their disease. If they all had never responded I'm pretty sure they would have highlighted that fact.
    It is great news that these PD-1s can help some of these patients but does it mean these patients won't also relapse at some future date.
    What if BV for this hard to treat subset of HL resulted in a CR and PFS of 2 years. Is that a "Failed therapy" ?
    If all these PD-1 patients ultimately relapse as well, does that mean it was a failed therapy, even though it may have prolonged lives for some yet unspecified duration.
    I found upon initial reading of the PD-1 abstracts mentioning Adcetris or BV conspicuous in their absence of mentioning the response of the pts. to BV and simply labeling it as a failed therapy. For all we really know, the same patients currently responding to the PD-1s may also have achieved the same or maybe even better responses to BV initially.
    This is all good for cancer pts , it's just I find the spin and comparisons to BV a bit lacking in detail at the moment.

  • Reply to

    look who was right

    by smelky_kid Dec 8, 2014 9:14 AM
    atpl1959 atpl1959 Dec 8, 2014 9:52 AM Flag

    Even a broken clock is right twice a day.
    Should be some good news coming out of San Fran today, not sure I would want to be on the short side Smelly..

  • atpl1959 atpl1959 Dec 4, 2014 9:38 AM Flag

    Bought by Shire for $50/share I believe last Jan.
    Bakers and Milano cashed in big time. Milano doesn't need the money but he knows how to turn a research lab into a viable biotech company.

  • atpl1959 atpl1959 Dec 4, 2014 9:13 AM Flag

    You know, back in March of 2005 Piper Jaffrey named Viropharma, with then CFO Vincent Milano and Largest stockholders Baker Bros Advisors as their top small cap biotech pick. It caused a slight uptick in the price from $ 2.43 / share. I guess we all know what happened from there .
    Also kind of coincidental that every stock the aforementioned analyst covers are stocks that the Bakers have large holdings. But then again so are mine.
    Seems like good things happen when these guys all get together.

  • atpl1959 by atpl1959 Nov 12, 2014 11:23 AM Flag

    webcast yesterday is worth a listen. Fireside chat format with Clay rather than the typical powerpoint. Heavy focus on the upcoming ASH conference and the strength of the data to be presented.

  • Reply to

    SGN CD 33A

    by atpl1959 Nov 6, 2014 9:31 AM
    atpl1959 atpl1959 Nov 7, 2014 9:25 AM Flag

    sbum
    I don't get the impression that the Aethera data will disappoint at all. From what I read the in depth analysis of the data did not occur until Sept. and these abstracts were submitted before that analysis was complete. Just from the last CC it appeared that the cheif med officer was eager and enthusiastic about the full data set becoming available. Also as to OS rather than just a vague statement about no statistical differences observed as of yet, they seemed to take the time to explain why that is the case. If you go back and look at all the earlier phases and studies it is easy to see that if Adcetris showed it's usual efficacy, OS data would not be available within the current timeline and probably not for at least a couple more years.
    I read the ADCT-301 abstract as well. Granted the pre clinical data is very early but does tend to support the PBD warhead as the next generation of ADC. I think SGEN has already realized this fact and it wouldn't surprise me if they already have a version of Adcetris substituting the MMAE for a PBD warhead. It's pretty obvious that Adcetris is becoming standard of care for quite a few indications and I wouldn't expect SGEN to start competing with itself just yet as they are already to market. Much of translating success pre clinically to clinically depends upon the linker system holding up and depositing the warhead in the tumor cell rather than premature release into the bloodstream. In that regard Sgen's linker technology has been top notch. As well, the 33A data shows we have already moved our next generation PBD ADC into human trials and the early results are very promising.
    What struck me about a lot of the abstracts is how many of them seem to be referencing Adcetris and testing against Adcetris rather than the typical chemo regimens. To me it seems like tacit acknowledgement of a new std of care.

  • atpl1959 by atpl1959 Nov 6, 2014 1:20 PM Flag

    The intermediate and high risk DLBCL patients in a recent prospective trial showed that the RCHOP regimen produced a 26% CR rate.
    In 12 pts. of this high risk group treated with Adcetris + RCHOP the ORR was 92% with a CR rate of 58%, that over double the CR with RCHOP alone.
    Although this is a small group to study, that is very encouraging data for this high risk population.

  • atpl1959 by atpl1959 Nov 6, 2014 1:03 PM Flag

    There really is some impressive data in the ASH abstracts.
    Just read the 4 year follow up on Brentuximab Vedotin in R/R sALCL.
    Historically about 50% of these aggressive T cell Lymphomas relapse after frontline therapy. Outcomes were very poor in this R/R group with OS of 5.5 mos and PFS of only 3.1 mos.
    In 58 patients , all heavily pretreated and with poor prognosis investigator data showed that BV produced an ORR of 83% and CR rate of 62%.
    4 years later in this group that had only months to live,
    64% 4 year survival
    47% of patients that had a CR with BV are still disease free, showing that BV may be curative for a large number of R/R heavily pretreated patients.

  • Reply to

    Jim Cramer still high on SGEN

    by thekeyman7 Nov 3, 2014 11:23 AM
    atpl1959 atpl1959 Nov 6, 2014 12:37 PM Flag

    You back again. What's it been a year or more since you last came here trying to compare IMGN with SGEN. Please fill us in on what's happening over there at IMGN since you left, besides the obligatory earnings CC. I guess you still have ineffective mgmt. but what else is new ? Any new data for ASH ?

  • Reply to

    What's wrong with this stock?

    by bonkenx Nov 6, 2014 10:00 AM
    atpl1959 atpl1959 Nov 6, 2014 10:15 AM Flag

    My only guess is that the abstract on Aethera was prepared before the data analysis in Sept. and does not contain the meat and potatoes of what we all wanted to read. All of the patient population data is in there but it doesn't get into the placebo patients subsequently receiving Adcetris or the follow up results which it states will be presented at the conference.
    Based on the CC I believe the data will be good,
    and based on what I have read so far I expect a reversal of the share price heading up when the data is digested.
    Just finished the A+ ABVD versus A+ AVD comparison which clearly shows A is the logical replacement for Bleomycin in frontline therapy.
    Also read a cost effectiveness study for the use of Ad. post ASCT which did reference seeing the Aethera data and did conclude that based on the results giving Ad in the post ASCT setting was cost effective.

  • atpl1959 by atpl1959 Nov 6, 2014 9:31 AM Flag

    Looks like a potential winner to me.
    Phase 1 data looks extremely promising not only for AML but also extending its use to Myelodysplastic syndrome.
    Very old R?R patient population.
    At 40mcg 16 of 38 pts achieved blast clearance.
    Up to 60mcg now and a MTD has not yet been established. Study shows that at 40mcg and 60mcg patients are showing " marked and rapid' blast clearance.
    AE appear minimal and are mainly due to preexisting myelosuppression.
    AML and Myelodyspastic syndrome haven't really had a treatment approved in about 6 or 8 years and those hypomethylating agents while showing some efficacy are not curative.
    The remissions thus far appear to have some durability to them.

  • atpl1959 by atpl1959 Nov 4, 2014 10:04 AM Flag

    until the ASH abstracts are released to the public. Should make for some interesting and time consuming reading. ASH accepted a record 18 abstracts from SGEN with 8 of them being granted oral presentations.
    Can't wait to read about the initial SGN CD 33A data. I'm guessing that due to the fact they are looking to add additional cohort studies and combination studies with hypomethylating agents there is probably some indication that it holds promise. The pre-clinical data was nothing short of phenomenal in all subsets of AML including the multiple drug resistant subtypes. Blew away Gemtuzumab Ogazmicin ( Mylotarg) in that regard. Mylotarg had been FDA approved but voluntarily withdrawn off the market due to unacceptable toxicity and negligible survival although there is an effort to get it back on the market. The toxicity in large part was due to the ADC linker prematurely breaking down and releasing the drug systemically instead of within the tumor cells. I doubt SGEN's proven linker system will exhibit the same problems.
    The full data set on Aethera should also clear up the OS speculation.
    Many wonder why mgmt. doesn't reveal all this data sooner but in fairness to the researchers it is right for them to wait. These scientists themselves are embargoed from revealing the data they worked so hard to produce until the actual meeting. These researchers performing the studies on behalf of the company should be the ones to reveal their work to the scientific community.

  • in December. SGN CD33A was always described as having preclinical data that was the best Clay has ever seen. I detect the same enthusiasm carrying forward to the initial clinical trial data. To be granted an oral presentation at ASH for Ph.! as opposed to a poster presentation also seems to imply that there is something significant to come in Dec, as well as already speaking in terms of combination studies on initial data alone. AML is a tough brutal disease and hopefully patients and investors alike will benefit from this new PBD dimer empowered ADC.
    It was obvious from the CC that SGEN management has learned that it's also not just what they have to say, but how they say it, that impacts how wall street interprets their results.
    It's obvious to me that the Aethera OS hullabaloo perpetuated by the short sighted is just that. It is only due to the effectiveness of Adcetris that the OS data is not ripe , and won't be ripe for a very long time.

SGEN
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