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Protalix BioTherapeutics, Inc. (PLX) Message Board

kavbrian 6 posts  |  Last Activity: Dec 2, 2014 8:23 PM Member since: Aug 17, 2008
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  • Reply to

    OPUS 2 STARTED!!!

    by maphere Dec 1, 2014 12:13 PM
    kavbrian kavbrian Dec 2, 2014 8:23 PM Flag

    map,

    On clinical trials.gov the trial is listed as phase II phase III. Care to speculate? Or should we wait until the CC tomorrow?...

  • kavbrian kavbrian Nov 2, 2014 9:48 PM Flag

    Memorial Sloan Kettering is sponsoring the trial. Ohad Hammer commented on this trial back in September. It is only anticipated to enroll 50 patients. Considering the number of subsets (RET, ROS1, NTRK) I doubt if EXEL can file a supplemental NDA even if the data are good.

  • kavbrian kavbrian Oct 7, 2014 5:07 PM Flag

    Wild,
    When I read the title of your post I figured (hoped) it concerned combining Nivo with Cobimetinib. Apparently Cobi up regulates MHC Class I expression. This is why Roche is combining it's PDL-1 antibody with Cobimetinib. In pre-clinical experiments Roche saw enhanced anti-tumor activity with the combo. Google "Abstracts of the 28th Annual Scientific Meeting of the Society for Immunotherapy of Cancer (SITC)" and go to abstract 79.

    I am also not very optimistic about this stock. I was just thinking today that if an academic group were to start a clinical trial looking at combining Nivo and Cobi it might cause Roche to push their combo trial a little harder.

    Did you read urabt2's recent comments. I think they need to change course and raise some money without issuing more shares. I think they need to at least consider monetizing cobi in malignant melanoma. Of course the issue here is that the Zel/Cobi combo is going to split the market with the Novartis combo. I do not see Roche paying very much for the rights to Cobi in MM. Partnering Cabo in RCC and/or HCC is also a possibility. The fact that CELESTIAL is ongoing tells me they are still fooling themselves. The cost and distant read out date of CELESTIAL make it irrelevant. They are better off just giving it away for 10 dollars and a low single digit royalty. I sure hope there is a lot going on behind the scenes at EXEL.

  • Reply to

    Will ESMO and coBrim be just another non-event?

    by enabeler Sep 22, 2014 11:00 AM
    kavbrian kavbrian Sep 23, 2014 8:19 PM Flag

    Thanks Duck,
    Do you know the date of Ohad Hammers blog when he made that comment about PDL-1? I'd like to read the entire write up but I can't seem to find it. Any idea how he knows it is in the expansion stage? Does this mean Roche is seeing decent results in melanoma, lung cancer and KRAS mutant colorectal cancer?

  • Reply to

    Will ESMO and coBrim be just another non-event?

    by enabeler Sep 22, 2014 11:00 AM
    kavbrian kavbrian Sep 22, 2014 1:59 PM Flag

    I think it applies to any cobi sales. If you google "PDL-1 cobimetinib pre clinical data" the EXEL 8-K from Nov 22, 2013 should be the first link. They describe the co-development agreement in that document.

  • Reply to

    Will ESMO and coBrim be just another non-event?

    by enabeler Sep 22, 2014 11:00 AM
    kavbrian kavbrian Sep 22, 2014 1:28 PM Flag

    Don't forget that dabrafenib and trametinib also have a Presidential Symposium presentation. Looks like ESMO is trying to highlight PD-1, dabrafenib/trametinib and vemurafenib/cobimetinib. It is interesting that both the targeted combos are both being compared to vemurafenib as mono therapy.

    For cobi to save EXEL I think the PDL-1/cobimetinib combo trials will need to produce better results than PDL-1 alone (or MEHD7945A alone). I am going to assume one of the tumor types Roche is looking at with the PDL-1/cobi combo is non small cell lung cancer. They have a pivotal trial underway with PDL-1 as a mono therapy in non small cell lung cancer. Roche will also need to release the combo results before EXEL runs out of money. Unfortunately those combo trial got underway a little less than a year ago. At least PD-1 and PDL-1 are known to work quickly whereas anti-CTLA4 works a bit more slowly.

    Who knows maybe the PDL-1/cobi combo will work. The preclinical data are apparently encouraging (some might say provocative). If you google "Abstracts of the 28th Annual Scientific Meeting of the Society for Immunotherapy of Cancer" and then go to abstract P79 you will find an abstract senior authored by Ira Mellman about PDL-1/cobimetinib. They think cobi might enhance anti tumor activity by up regulating MHC Class I expression.

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