but PGNX paid for it by a big drop in stock price. The Salix inventory stuffing gig was crazy but the stockholders made out in the buyout.
SSE and CHK have some long term leases. However, when they end in 4 mo. to 1 yr. things look pretty bleak.
DNDN completely over estimated the sales potential of Provenge and proceeded to build 3 very large manufacturing plants for half a billion $. If they estimated sales correctly then they would still be around.
Since there is a time delay before the leukemia shows up maybe there will be a lot of adverse findings for Xofigo in the not too distant future.
It contains a radioactive isotope and Radium tends to migrate to the bones. When I worked in the medical field I went to several lectures on leukemia where it was discussed that patients who had radiation for some other type of cancer then developed leukemia about 3 to 5 years later. Xofigo wasn't approved until June 2013 so it will be interesting to see if there is any if any increased leukemia shows up.
Comet 1 didn't make the p number on OS because 60% of patients dropped out to take another drug. Otherwise it would have passed. What this means: It ups the chances the kidney cancer trial will have a positive result and with a very large short position there may be a short squeeze in the next four months.
Six hundred four patients out of one thousand and twenty eight dropped out to take salvage therapy. In plain English, their cancer was progressing so they decided to try one of the new PC drugs that was just FDA approved (ie Xofigo) but not planned for in the Comet trial design. Cabo might have achieved a positive OS number if most of the patients stayed in the trial.
Some but not all tumors of a given type have the trop-2 marker. If a patients tumor doesn't express the marker then the drug won't work and it is a waste of time, money and the patient will have the side effects but no benefit. The diagnostic markers are not that difficult to develop.
Almost all ADC drugs in development have a companion agent that is used to identify which patients malignancy has the specific surface marker that the ADC binds to. This is done for CD30, Her 2, PSMA, CD20, and folate. So far IMMU has not mentioned doing this for Trop 2. Selecting only patients whose malignancy is positive for Trop 2, will greatly increase the efficacy of IMMU 132. Also, the FDA is sure to raise this subject during the approval process.