The bright side is that after hours price is still above 52wk low.I hope it climbs up more tomorrow, but only after I add.
If sphingomab is anti angiogenic, there is still a chance that it will work for other cancers or disease status. We all know relapsed rcc is going to be a tough one.
Sorry, but I was never very confident that Asonep will work for RCC. Those who are surviving longer than 6 mos and 20 mos on Asonep is pretty amazing though. Maybe there's heterogeneity in RCC genetics that have yet to be discovered.
The FDA request for more data for the LPathomab IND submission may have something to do with CMC, not animal study data. Just one of many possibilities.
Impressive upfront considering it's just for a technology; not yet an actual drug. That means big pharma is still very confident of the success of IMGN ADC technology.
Data should be available by now.
2. Isonep: One arm works so well in AMD, DMB decided to unblind, and lo and behold....
3. Are they having the same manufacturing problems with Lpathomab as they initially had with Isonep when Merck was the partner.
These are scary and exciting times for longs.
You guys need to lighten up! If you're all face to face and holding cold bottles of beer, this would all just be animated discussions. You can throw in nasty, condescending words, and they would still stay as animated discussions among bull headed beer-drinking investors.
I want my Sam Adams right about now.
Seriously, shouldn't the RCC Asonep results come out right about this month or next?
RT + #$%$ + Cisplatin CR is 90% in 26 weeks. ADXS-HPV needs to top that at 26 weeks and the data will be stronger. They will probably present updated data in ASCO and by then it would be close to 26 wks for all 10 patients.
Is there any reason to believe that they won't be positive given the earlier trial results and results from drugs in the same class?
Array will be one of those quick bolt on acquisitions for little money. Buyer can wait until ph3 results or take a gamble in 2015.
BMY wants to find out if they can match the Sovaldi +3102 results. If their combo can't, they'll snap up ACHN. They won't need Sovaldi because they'll also have 3422.
You forgot the $50M ZGNX has and the ph3 pipeline.
How does the 50m in promissory notes work?
There's also the easy 12.5m for the altus approval. When is the anticipated date for that?
Will Novartis funding of trials be terminated if there is a change in ownership?
We'll just have to patiently watch as the pps continues to appreciate then.
MEDX was grabbed by BMY for pennies during the crash. MEDX developed the chkpt inhibitors that BMY is making big bucks on.
I had MEDX. I have much more LPTN now.
Complete response, partial, and stable disease were observed from previously treated patients. Treatment-naive gave better numbers.