The SAR3419 bit was new and disappointing that Sanofi does not think that it is worth continuing anymore. BT062 is now the only promising one left.
The new info is that Pfizer bought in after due diligence. We little ones don't get me see the data but a set of experienced eyes and brains with major financial interests did. The real mystery is what Pfizer saw that merck brushed aside.
Yeah, nice read. With stock sale no longer a concern for two years, and partnered and fully owned products maturing within that same period, pps should steadily climb up from current levels.
The blood brain barrier complicates MS treatment with antibodies, but I am not sure exactly how Tysabri and Daclizumab work. Tysabri probably prevents destructive T-cells from making it into the brain. At least Isonep is injected directly into the eyeballs for AMD.
If ph3 in gastric looks great in 2015, there will probably be extensive off-label use that will follow, and contribute a significant amount to sales in 2016.
Not bad depending on the details of "a total of either $235 million or $260 million, depending on timing". 235 if 200M royalties is reached within 2 years should be around 10% interest/yr. Is that not high? Now if the "timing" for 235M is for 3 yrs then it's not bad. Again, what's the timing on the alternative of 260M? Lack of transparency again.
IMGN needs that money to opt in BT062. Probably results will wrap up in 2 yrs too.
The bright side is that after hours price is still above 52wk low.I hope it climbs up more tomorrow, but only after I add.
If sphingomab is anti angiogenic, there is still a chance that it will work for other cancers or disease status. We all know relapsed rcc is going to be a tough one.
Sorry, but I was never very confident that Asonep will work for RCC. Those who are surviving longer than 6 mos and 20 mos on Asonep is pretty amazing though. Maybe there's heterogeneity in RCC genetics that have yet to be discovered.
The FDA request for more data for the LPathomab IND submission may have something to do with CMC, not animal study data. Just one of many possibilities.
Impressive upfront considering it's just for a technology; not yet an actual drug. That means big pharma is still very confident of the success of IMGN ADC technology.
Data should be available by now.
2. Isonep: One arm works so well in AMD, DMB decided to unblind, and lo and behold....
3. Are they having the same manufacturing problems with Lpathomab as they initially had with Isonep when Merck was the partner.
These are scary and exciting times for longs.
You guys need to lighten up! If you're all face to face and holding cold bottles of beer, this would all just be animated discussions. You can throw in nasty, condescending words, and they would still stay as animated discussions among bull headed beer-drinking investors.
I want my Sam Adams right about now.
Seriously, shouldn't the RCC Asonep results come out right about this month or next?
RT + #$%$ + 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.