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Clovis Oncology, Inc. Message Board

investor737 5 posts  |  Last Activity: Apr 20, 2014 11:34 AM Member since: Aug 30, 2000
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  • Reply to

    New All Time Low.

    by spd1213 Apr 15, 2014 12:54 PM
    investor737 investor737 Apr 20, 2014 11:34 AM Flag

    The old news:
    The management is bad and will not become better. To get money for themselves, the selected very poor partners. Daiichi has been taken to a cleaner few weeks ago, i.e., an Indian generic company they bought was/is a fraud and was prevented to sell drugs in the USA. Daiichi has failed to remedy the situation and sold it for shares of another Indian generic manufacture who is also bared from selling drugs in the USA.

    Consequently, Daiichi is not about to start anything new soon. They just will continue the present HCC PhIII trial at a very slow pace being afraid of making more stupid mistakes.

    There are Tiva investigator clinical Ph II trials in breast, prostate, etc. However, these investigators are neither controlled nor closely followed by ARQL management. Consequently, it is difficult to expect outstanding results from them.

    The bottom line: with the present management ARQL has no future unless some out-of-blue results will bring a buyer. For the time being, ARQL is dead in water.

  • 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.

CLVS
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