“In 2016, I hope that there will be significant progress in the treatment of brain tumors with hopefully positive trials of the EGFRvIII vaccine rindopepimut for newly diagnosed glioblastomas and checkpoint inhibitors for recurrent glioblastomas. 2016 will hopefully also see the launch of major Bayesian biomarker-driven adaptive design trials such as INSIGHT and GBM AGILE that will hopefully accelerate the development of new therapies for our patients.” – Dr. Patrick Wen, Dana-Farber Cancer Institute
Aduro and Celldex have almost identical charts over the last month. Seems to be a common theme driving down stocks with antibody and vaccine platforms. Sorrento is in same boat.
23 trials now registered in EGFV111 for companies. Duke is doing Car-T EGFVv111 for glioblastoma. Seems Celldex started that trend. There appears to be too much literature any more around these mechanism of action around glio. Many of the other companies are trying to combine dual mechanism of action along with their EGFRV111. What appears to be the case is the market needs EGFRv111 mechanism of action and it will take years to find the right combo but anything is more than evident that Rindo needs to be approved to further development around glio and give confidence to others following steps. Rindo approval will only be the first step in cancer combination therapy for glioblastoma..
Celldex has checked in a lot of the current trials on going over the last 2 months. I expect a full 2016 report pretty soon. Noticed the Rindo study in newly diagnosed patients is probably ready for a glance around January. This below is one of the most important.
I encourage everyone to visit clinicaltrials.gov who invests in biotech to check whats going on.
A Study of Varlilumab (Anti-CD27) and Ipilimumab and CDX-1401 in Patients With Unresectable Stage III or IV Melanoma
This study is currently recruiting participants. (see Contacts and Locations)
Verified November 2015 by Celldex Therapeutics
Information provided by (Responsible Party):
First received: March 25, 2015
Last updated: November 16, 2015
Last verified: November 2015
History of Changes
All of cancers have combination therapy but the unique thing is that the mechanism are no longer break you down and hope the body can recover. Actually the data is suggesting that BET Inhibitors are going to be synergistic with EGFRV111. Rintega and GPNMB have not even scratched the surface on their possible combinations. That is why many other companies are also exploring the EGFRV111 not EGFR but specifically the site where Rintega works.
Epidermal growth factor receptor (EGFR) gene amplification and mutations are the most common oncogenic events in glioblastoma (GBM), but the mechanisms by which they promote aggressive tumor growth are not well understood. Here, through integrated epigenome and transcriptome analyses of cell lines, genotyped clinical samples, and TCGA data, we show that EGFR mutations remodel the activated enhancer landscape of GBM, promoting tumorigenesis through a SOX9 and FOXG1-dependent transcriptional regulatory network in vitro and in vivo. The most common EGFR mutation, EGFRvIII, sensitizes GBM cells to the BET-bromodomain inhibitor JQ1 in a SOX9, FOXG1-dependent manner. These results identify the role of transcriptional/epigenetic remodeling in EGFR-dependent pathogenesis and suggest a mechanistic basis for epigenetic therapy.
Kite looks like competition. PLK Inhibitors are showing some interesting model studies the last month or so. Maybe worth doing some research on Poli Like Kinase Inbhibitors.
3BNC117 was manufactured by Celldex Therapeutics in CHO cells and purified by chromatography and sterile filtration. All the mAb preparations were endotoxin free. Cocktails of mAbs or single mAbs were administered to monkeys once or twice by the intravenous route at a dose of 10 mg/kg for each mAb. Monkeys were bled up to three times per week for viral loads. Immunologic and virologic data were generated blinded. All animal studies were approved by the appropriate
Institutional Animal Care and Use Committee (IACUC).
Circulating precursors of human CD1c+ and CD141+ dendritic cells.
Published in The Journal of experimental medicine, 2015-03-09, Volume 212
Brigham and Women's Hospital, The Rockefeller University, Hospital for Special Surgery, Columbia University, Partners HealthCare, Celldex Therapeutics
Gaëlle Breton, Jaeyop Lee, Yu Jerry Zhou, Joseph J Schreiber, Tibor Keler, Sarah Puhr, Niroshana Anandasabapathy, Sarah Schlesinger, Marina Caskey, Kang Liu, Michel C Nussenzweig
Two subsets of conventional dendritic cells (cDCs) with distinct cell surface markers and functions exist in mouse and human. The two subsets of cDCs are specialized antigen-presenting cells that initiate T cell immunity and tolerance. In the mouse, a migratory cDC precursor (...
Brigham and Women's Hospital Brigham and Women's Hospital The Rockefeller University The Rockefeller University Hospital for Special Surgery Hospital for Special Surgery Columbia University Columbia University Partners HealthCare Partners HealthCare Celldex Therapeutics Celldex Therapeutics
Its a tough call because we are in a major dynamic shift. Gild is making 4 billion a profit per quarter and they pay off that debt in a couple years who knows. CLDX has the most interesting dynamics and would be the one to go from 20 to 100 in a few months. That would mean Rindo approval and Gpnmb approved within next year. I think we see PD1 trials with Roche in triple negative as well. We are in a dynamic market and I think cancer will be a tough call in 10 years but mental illness is what cancer was 15 years ago. CLDX is always my number one pick but the big boys are very strong. Celg, Amgen, Novo, BMY and Roche but they could settle down. I want the next ALNY, ISIS and CLDX fits that bill but I want to diversify away from oncology. Actually XON could be the top dog of all in 5 years because they are a pure diversified company. I will probably go back and add Mack I had it at 3 and 4 and didn't keep enough of it or long enough. CLDN has the most potential to be go up 50 dollars in one day but be very careful.
Alot of good companies and these companies are better at what they do than 15 years ago. Please share any picks, I am always interested in market dynamics and picks.
Please share your list: I keep a wide range of options from long term to disease state. 60 percent of drugs in research are in oncology:
If anyone has any mental illness plays please share, mine are Roche and NERV you could throw in a Ludbeck but do not own.
All of these companies are worth a few minutes of glancing at. CLDX since 4, Gave Celladon two years ago before IPO and XON before IPO. TKMR at 6 and ISIS at 12.
Stock are more expensive now so be careful.
Europe: Ablynx, Galapagos and CeRenis Therapeutics.
5 or Under: Idera -Idra
Generic Companies: Sagent Pharmaceuticals
Rare Treatment: Rare Ultragenyx, (RARE), Fibrogen (FGEN)
Expensive: Blue, Kite.
Interesting and Expensive: Celladon, Esperion
Good Entry Points: Achaogen, Vascular Biogenics, Aquinox, NovoNorDisk
TOP Dog: Amgen, Roche, Gilead, Novo NorDisk,
Possible Huge Years: Gild, CLDX, XON, TGTX,
Great Science: Atra Atara Biosciences, Calitheria (CALA)
Worth Looking; Five Prime Therapuetics, ISIS, BMY, SNY,
Low dollar: APHB, SYN
Best in show if clinical trials positive: CLDX
Best Long Term: Amgen, Roche, GIld
Tekmira, REgulus and Prothena all worth looking up.
Best unknow sleepers: NERV, Addex therapeutics ( these are mental illness plays)