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Sanofi Message Board

joeflow77 45 posts  |  Last Activity: Feb 27, 2015 10:19 PM Member since: Aug 31, 2007
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  • joeflow77 by joeflow77 Feb 27, 2015 10:19 PM Flag

    .... are you around? looks like your posts are not showing up on current mb. What's with that

  • Reply to

    Parsing The Boilerplate..

    by placesontherun37 Feb 27, 2015 9:37 PM
    joeflow77 joeflow77 Feb 27, 2015 9:58 PM Flag

    yes and game will be played out on Alex's playground - thank god. Egomaniac Berger has got to go.

  • joeflow77 joeflow77 Feb 27, 2015 9:55 PM Flag

    Get a grip. Berger has done nothing for the investors that built ARIA except attempt to use their money to build a monument to himself in Kendall Square. While planning for his new bldg., he was publicly proclaiming the Phase III trial of Iclusig in patients that had not developed resistance to Gleevec was going very well and he was supremely confident of FDA approval. A short time later they pulled Iclusig and share price dropped 80-90%. Oh yeah, we should admire Berger for his huge ego and never returning a dime to investors that built Ariad. If anybody is to be admired at Ariad it's Tim Clackson - he is the guy that made it all happen. Berger needs to go.

    Joe

  • Reply to

    immunotherapy

    by joeflow77 Feb 25, 2015 9:10 PM
    joeflow77 joeflow77 Feb 25, 2015 11:42 PM Flag

    that should have read: " Most cancers do NOT express high levels of mutant proteins...."

  • Reply to

    immunotherapy

    by joeflow77 Feb 25, 2015 9:10 PM
    joeflow77 joeflow77 Feb 25, 2015 11:40 PM Flag

    targeted therapies are never going to "cure" cancer the way some of the immunotherapies appear to do for rare subsets of patients. But they do represent a relatively safe way to manage cancer while maintaining quality of life for patients - many times this is enough since cancer is primarily a disease of the aged and patients die from other causes such as kidney failure or heart attacks. This is common in most prostate cancers - patients die of "old-age" before prostate cancer kills them.

    Also, immunotherapies are not immune (yes, intended) to the adaptive responses of cancer. Last year's AACR meeting had a plenary session on immunotherapies and several speakers featured the CAR T-cell therapy (the technology that Juno is based on). One speaker from NIH (can't remember who) spoke eloquently of the effectiveness and specificity of CAR-T targeting of CD20+ lymphomas that had previously resisted all other forms of therapy. He finished his talk cautioning that they were already seeing relapse cases where the lymphoma simply shut down CD20 expression thereby escaping the targeted immune response.

    Bottom line - small molecule cancer therapies will garner the lion's share of all cancer treatments for the foreseeable future. Wall Street and their hedge funds are publicly hyping immunotherapy biotech's while buying companies like EXEL and ARIA cheaply.

  • Reply to

    immunotherapy

    by joeflow77 Feb 25, 2015 9:10 PM
    joeflow77 joeflow77 Feb 25, 2015 11:19 PM Flag

    The reason immunotherapy has been effective in melanoma is that melanoma cells are hyper-mutated expressing numerous proteins that are recognized by the immune system as being foreign. Most cancers do express high levels of mutant proteins and thus evade immune detection. Even then, the percentage of melanoma patients that respond to immunotherapy is so low the insurance companies could justifiably refuse payment for such treatments based on the fact the therapies are experimental. Which is exactly what they did with bone marrow transplants until 3-year survival got up to around 50%.

  • Reply to

    immunotherapy

    by joeflow77 Feb 25, 2015 9:10 PM
    joeflow77 joeflow77 Feb 25, 2015 9:30 PM Flag

    to put that post in context - post was in the "CC" thread started by csanderson in response to somebody's post about cabo competing w immunotherapy's.
    Joe

  • joeflow77 by joeflow77 Feb 25, 2015 9:10 PM Flag

    I posted this yesterday but it never showed up on mb so I'm reposting. Let's see if this one works.
    --------
    immunotherapy has been getting all the headlines for past few years but it only works in a small percentage of patients and can lead to an unchecked immune response resulting in death; pretty horrific deaths at that. There were several deaths attributed to therapy in BMY's lung cancer trial blocking both CTLA-4 and PD-1. Lots of research being done trying to figure out differences for these responses and the answers ain't simple. That's why you see so much interest in combining targeted therapies with immunomodulation.

    Effective small molecule therapies that are readily metabolized/eliminated with dosages that are easily adjusted on a patient-by-patient basis will remain the standard and garner the vast majority of all cancer therapeutics for the foreseeable future. But that is not news and Big Pharm understands this. Meanwhile, companies like Juno had the largest IPO in 2014 with a technology that is antigen dependent - making it extremely limited. Making cancer vaccines would be easy if tumor-specific antigens were truly only expressed by cancer cells. Juno's technology is also highly invasive in that it requires genetically engineering cytotoxic T cells and reintroducing them back into the patient. But hey, Wall Street and mass media are hyping Juno and immunomodulation as the cure.

    Joe

  • Reply to

    cabozantinib with the PD-1 inhibitor

    by stevezhang65 Feb 24, 2015 9:38 PM
    joeflow77 joeflow77 Feb 24, 2015 9:50 PM Flag

    are you citing a study or just voicing your thoughts?
    If cabo OR is 16% as single agent, what is single agent efficacy (OR) for anti-PD1 or PD-L1 in these indications?

  • Reply to

    CC

    by csanderson1805 Feb 24, 2015 5:47 PM
    joeflow77 joeflow77 Feb 24, 2015 9:41 PM Flag

    immunotherapy has been getting all the headlines for past few years but it only works in a small percentage of patients and can lead to an unchecked immune response resulting in death; pretty horrific deaths at that. There were several deaths attributed to therapy in BMY's lung cancer trial blocking both CTLA-4 and PD-1. Lots of research being done trying to figure out differences for these responses and the answers ain't simple. That's why you see so much interest in combining targeted therapies with immunomodulation.

    Effective small molecule therapies that are readily metabolized/eliminated with dosages that are easily adjusted on a patient-by-patient basis will remain the standard and garner the vast majority of all cancer therapeutics for the foreseeable future. But that is not news and Big Pharm understands this. Meanwhile, companies like Juno had the largest IPO in 2014 with a technology that is antigen dependent - making it extremely limited. Making cancer vaccines would be easy if tumor-specific antigens were truly only expressed by cancer cells. Juno's technology is also highly invasive in that it requires genetically engineering cytotoxic T cells and reintroducing them back into the patient. But hey, Wall Street and mass media are hyping Juno and immunomodulation as the cure.

    Joe

  • Reply to

    Final analysis of COMET-1

    by wildbiftek Feb 23, 2015 5:21 PM
    joeflow77 joeflow77 Feb 23, 2015 11:20 PM Flag

    well said, as usual wilder. Final Comet-1 analysis shows cabo is alive as therapeutic in prostate cancer which is huge for EXEL. whichever pharm ultimately buys EXEL can leverage these results to design better trials for expanded indications in various forms of prostate cancer as well as other cancers. It's still possible that cabo can become one of the primary tools oncologists reach for when they go to their toolbox; regardless of what cabo is officially approved for. it works, provides multiple benefits not attributed to other approved drugs. it's all good.

    wonder what happened to Ernie? I think he got so disgusted with management that he flat out quit.....
    Joe

  • Reply to

    On my watch list

    by smirnoff_ivan Feb 20, 2015 8:23 PM
    joeflow77 joeflow77 Feb 20, 2015 11:44 PM Flag

    go follow something else

  • Reply to

    Buyout Talk

    by trufflesdrive Feb 15, 2015 2:51 PM
    joeflow77 joeflow77 Feb 15, 2015 11:43 PM Flag

    While I have always believed there may be a bidding war for EXEL once one company makes a bid - BIIB is a long shot at best. There has to be a huge conflict of interest for Scangos and BIIB given his position within both companies.
    Joe

  • Reply to

    American Sniper

    by wilderguide Feb 14, 2015 1:18 AM
    joeflow77 joeflow77 Feb 15, 2015 9:49 PM Flag

    yeah thanks for the post wilder. my son was a medic that never got deployed but all his buddies became airborne qualified during medic training at Ft. Bliss in San Antonio and they were all assigned to 82nd Airborne once they got stationed at Ft. Bragg. They were all deployed on multiple tours in Iraq and Afghanistan. My son's best friend was from Boseman, MT and did a full year in Afghanistan along with shorter tours in Iraq. I watched these young guys go through the changes that occur from early bootcamp to deployment, loss of friends in combat and all the horrors of war. "War sucks, and no soldier returns unscarred" - so true, so true....

  • Reply to

    6.52% what is a big deal

    by jamesmattack Feb 13, 2015 5:36 PM
    joeflow77 joeflow77 Feb 14, 2015 12:10 AM Flag

    HB's time horizon does not exist. In his mind, Ariad is his and he owes nothing to anybody. He has run ARIA as his own little kingdom until Denner arrived and made him accountable. In 2008, four independent BOD members quit due to HB corporate maneuvering that they viewed to be a conflict of interest and contrary to the interest of shareholders. They were afraid of being sued if they went along with HB and publicly announced their disagreement with HB in their resignation letters. Since then, HB has stacked the BOD with yes-people that rubber-stamp anything he wants to do - including building a new research building in Cambridge. This was months before the FDA pulled the plug on Iclusig. A reasonable CEO/company would have waited until they had the money to pay for it instead of using investor money to pay for his big dreams. Guy is an egomaniac using investor's money as his own bank acct. with little regard for giving some return to investors. Thank God Denner stepped up and will get some kind of return on investment because HB would continue to spend money with little regard to investors that made Ariad possible

  • Reply to

    Average age of Meteor enrollees

    by wilderguide Feb 13, 2015 12:39 AM
    joeflow77 joeflow77 Feb 13, 2015 10:52 PM Flag

    Move on Ariad is in "full view" because CEO is biggest obstacle. EXEL is much more complicated because they have so many drugs with a lot more collaborations. EXEL will probably play out behind the scenes because BOD is so well connected. Guarantee MMM is not the driver behind any negotiations taking place. He is a pedestrian in whatever is taking place.
    Joe

  • Reply to

    Average age of Meteor enrollees

    by wilderguide Feb 13, 2015 12:39 AM
    joeflow77 joeflow77 Feb 13, 2015 10:45 PM Flag

    yeah, Sarissa is a player and they have the juice. I think Ariad is Denner's biggest move since leaving Icahn's group. BS from MIT, Master's and PhD from Yale - dude knows science.

  • Reply to

    6.52% what is a big deal

    by jamesmattack Feb 13, 2015 5:36 PM
    joeflow77 joeflow77 Feb 13, 2015 10:24 PM Flag

    you really don't understand anything do you?

  • Reply to

    6.52% what is a big deal

    by jamesmattack Feb 13, 2015 5:36 PM
    joeflow77 joeflow77 Feb 13, 2015 9:37 PM Flag

    Denner only speaks to those that can effect change. The people Denner speak to aren't running to the press whenever he speaks. But if you pay attention, bits and pieces of what Denner wants are getting leaked for a variety of reasons. But you have to pay attention. So you will probably never know about anything until it's too late. Actually, you will probably never know about anything regardless.

  • Reply to

    ASCO GU

    by dimplesorourke Feb 12, 2015 1:22 PM
    joeflow77 joeflow77 Feb 13, 2015 9:23 PM Flag

    laughed out loud! like many of your other posts - you are too much....

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