Ec1456 is years away from phase-3. Ec145 is already ready for phase3. They will get partner quickly with outstanding OS to sponsor phase-3 for nsclc. They already talked about starting phase-3 once OS matures in Dec 14. They will start phase-3 as soon as possible. They can finish trial by end of 2016. My opinion is ec145 is solid opportunity to get drug in market
In a research note released today, Wedbush analyst David M. Nierengarten reiterated an Outperform rating on Endocyte (NASDAQ:ECYT) with a $26 price target, following the company’s update on its data from the Phase IIb TARGET study which showed that the vintafolide/docetaxel combo improved OS in lung cancer patients compared to docetaxel alone by 12% (p=0.2874, one-sided test).
Nierengarten wrote, “While not statistically significant, the results were more robust in the pre-specified subset of patients with adenocarcinoma (the most common form of NSCLC), with the combo producing a 30% reduction in risk of death (p=0.1018) compared to docetaxel alone (see Fig. 1). A stratified analysis that adjusts for the pre-defined patient characteristics in the study (time since last chemotherapy, best response to last chemo and disease stage) shows that the risk of death with the combo was reduced by 25% in all patients (p=0.1066) and 49% in the adenocarcinoma group (p=0.0147) vs. docetaxel alone. Median OS was 12.5 months in the combo arm, almost double the 6.6 months in the docetaxel-only arm. The OS data is about 78% mature, with fully mature survival data expected to be available in early 2015.”
The analyst continued, “The results also show the potential value of the EC1456 follow-on agent. EC1456 is a folate-targeted SMDC coupled to the more potent tubulysin warhead currently in a Phase I study in patients with solid tumors. The study is now evaluating a 1.5 mg/m2 dose in patients in the third cohort of the trial, which is a similar level to where vintafolide was dosed in the TARGET study. Data is expected next year and assuming robust single-agent activity is seen, EC1456 could potentially advance directly into Phase III testing, including possibly in a joint study vs. vintafolide and docetaxel.”
They must be drunk or the analyst is drunk. This is the final pull back, should go back to 9 in short time. I dont know what event but chart says that.
This thing will double tomorrow, longs don't sell fast. This is the begging of reaching back to 27
When Cantor upgraded, it shot up to 9 just to give up all gain in couple days after upgrade. This one will be no different. PPS should find its course regardless of upgrade/downgrade (Meaning if people are believing in technology they wont sell if they dont they will, also remember what happened to those lawsuits, no lead plaintiff came forward meaning investors believes in Technology). Earlier all analyst were concerned about their technology, now that the technology is validated where is the issue.
- Technology works
- More than Enough Money
- Pipeline Good
- Tubulysin may go phase-3 directly.
- EC145 better than any competition. May be sell outright whole drug
so where is the issue. should go back up
Hahaha.. You figured that. Look the poster.There are three patients who failed all previous therapy are on ec1456 for 9 months without problem. Don't spread the word, keep accumulating with every paycheck you get it. It is jac..po.
I think they are in process of licensing drug and have some numbers but they are still shopping around therefore Confidential treatment order.
Today's performance was certainly like sell the news. I think uptrend should continue tomorrow. All those analysts congratulating on data are not likely to downgrade. I expect reiteration rating tomorrow and therefor bump
Instead of using word he should point us where does he see marginal. I can clearly see vintafolide very superior from 3 month to 11.5 months. Playing games
Patients in the REVEL trial, were randomized to receive docetaxel (75 mg/m2IV Day 1 of a 21-day cycle) plus either Cyramza (10 mg/kg IV Day 1 of a 21-day cycle, n=628) or placebo (n=625) until disease progression or unacceptable toxicity. The primary endpoint was OS, and secondary endpoints included PFS, overall response rate (ORR) and quality of life. REVEL met its primary endpoint with a modest improvement in median OS (10.5 months for Cyramza plus docetaxel versus 9.1 months for docetaxel alone (HR = 0.857; p=0.0235)). The addition of Cyramza to docetaxel improved OS in patients with squamous and non-squamous histologies. The ORR was 22.9% for Cyramza plus docetaxel and 13.6% for the docetaxel arm (p
2014 ESMO Target Oral Presentation - LBA40_PR 524.3 KB
Look OS survival for adenocarcinoma. It appears that ec145+docetaxel has quite superior survival benefit from 4 to 11months before dropping rate. It is simply superior OS. I think common man can easily understand without getting into much statistical analysis.
Now, The Street jump and says no no,.. It is not data marginal but Return.
The downgraded outlook stems from the firm's belief that the biotech company's investigational target cancer therapeutic treatment, Vintafolide, will only produce marginal returns for the company
Here is the Adenocarcinoma data.
3 6 9 12 15 18 21
EC145(41) 31(75%) 20(48%) 18(43%) 13(31%) 3 3 0
EC145+Doce(43) 34(79%) 28(65%) 26(60%) 17(39%) 7 2 0
Doce(49) 40(81%) 24(48%) 19(38%) 14(28%) 7 2 0
In above data, I calculated % people survived after each 3 month intervals.You see EC145 performs quite solid after 3 months to 11.5 (In chart), more people survived till 11.5 months then other, after 12 months survival tanks across the board, but based EC145 is surely increase survival of 60% patients upto 11.5 months which is great. Only time will tell the future of EC145.