Thu, Apr 17, 2014, 12:31 PM EDT - U.S. Markets close in 3 hrs 29 mins

Recent

% | $
Quotes you view appear here for quick access.

Clovis Oncology, Inc. Message Board

investor737 7 posts  |  Last Activity: Mar 3, 2014 9:38 AM Member since: Aug 30, 2000
SortNewest  |  Oldest  |  Highest Rated Expand all messages
  • Reply to

    Ph 3 announcement

    by muckfiddler Feb 4, 2014 9:40 AM
    investor737 investor737 Mar 3, 2014 9:38 AM Flag

    Roche lung-cancer MetMab drug suffers major blow in Phase III trial

    An independent committee has recommended that Roche (RHHBY) end a Phase III trial of its MetMab (Onartuzumab) lung-cancer treatment, as the drug didn't show "clinically meaningful efficacy."

    The aim of the study was to assess whether Onartuzumab, when given with the oral therapy Tarceva, helped previously treated patients live longer compared with those who just received Tarceva.
    Analysts had viewed MetMab as a potential blockbuster and Roche is analyzing what the setback means for the drug's development.

    PS
    If only ARQL had a good management they would be at $5-7 today going ahead with their own NSCLC Ph3.

  • Reply to

    Ph 3 announcement

    by muckfiddler Feb 4, 2014 9:40 AM
    investor737 investor737 Feb 12, 2014 11:27 PM Flag

    muck,

    After listening today ARQL presentation, I concluded that, at this junction, ARQL is NOT an investment grade company. Its management is incompetent and its partners are incapable of conducting successful registration clinical trials. Tivantinib is a promising drug but there is no viable strategy for its development.

    There are no any events to drive ARQL stock price up in the next 6-8 months unless KNK will start another Asian Ph III NSCLC trial. There is no strategy to compete with MetMab.

    There are other good investment-grade biotech companies capable of rewarding their investors (Biogen, CLVS, ENTA, GILD, SGEN, etc, ) instead of wasting time & money on ARQL.

  • Reply to

    HCC Ph III

    by investor737 Jan 18, 2014 1:54 PM
    investor737 investor737 Jan 28, 2014 9:16 PM Flag

    Few more notes,

    - A regular Ph II trial has between 100 and 200 pts. Very seldom Ph III trials have less than 400 pts. A 300-pts clinical trial is very cheap vs a regular Ph III trial.

    - KHK has very limited contacts with ARQL. I give KHK a great credit for completion of ATTENTION trial instead of stopping it.

    - Daiichi is a very poor partner. It has no expertise of running clinical trials or drug marketing in non-Asia. The only reason Pucci has selected them is to get money to pay his bills.

  • Reply to

    HCC Ph III

    by investor737 Jan 18, 2014 1:54 PM
    investor737 investor737 Jan 25, 2014 12:29 PM Flag

    There is another interesting variable. Kyowa Hakko Kirin just completed their NSCLC trial. The results were not spectacular but there were definite benefits to ITT pts. Analyzing the data, Kyowa Hakko Kirin might be able to get some c-MET high & low pts statistics/results. After all they had 300 NSCLC pts with close to 150 c-MET High pts or 75 of them getting placebo and 75 getting Tiva.

    The question: how many pts were tested & analyzed for c-MET status. Based on their analysis, Kyowa Hakko Kirin may initiate their PhIII in NSCLC using C-MET high pts population.

  • Reply to

    HCC Ph III

    by investor737 Jan 18, 2014 1:54 PM
    investor737 investor737 Jan 24, 2014 10:41 AM Flag

    I don't think Daiichi will do anything new soon. There are too many problems with their businesses.

    Japanese PhIII HCC could be done before ARQL's trial. They are quite aggressive. So far, there is no enrollment yet.

  • Reply to

    HCC Ph III

    by investor737 Jan 18, 2014 1:54 PM
    investor737 investor737 Jan 19, 2014 3:38 PM Flag

    Look at clinicaltrials dot gov for arq-197 Ph III.

  • investor737 by investor737 Jan 18, 2014 1:54 PM Flag

    One week ago, Kyowa Hakko Kirin Company has started "A Randomized Double-blind, Placebo-controlled Japanese Phase III Trial of ARQ 197 in Hepatocellular Carcinoma (HCC)".

    They will have just 160 pts. Either they are idiots (quite possible) or they have 100% confidence in super results.

CLVS
54.65-1.58(-2.80%)12:31 PMEDT

Trending Tickers

i
Trending Tickers features significant U.S. stocks showing the most dramatic increase in user interest in Yahoo Finance in the previous hour over historic norms. The list is limited to those equities which trade at least 100,000 shares on an average day and have a market cap of more than $300 million.