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Biotech / Medical : Biotech Valuation
CRSP 56.61-0.6%3:59 PM EST

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To: Biomaven who wrote (3181)3/23/2001 11:41:01 PM
From: keokalani'nui  Read Replies (3) of 52153
 
Peter:

>>Any idea when they'll submit a BLA for c225?<<

Spring. They say they'll be selling 4Q01 or 1Q02.

>>Any recent clinical updates?>>

Not the kind you are used to dissecting. Via investor conferences, there have been assurances of having met endpoints (>=15% PR/CR) in refractory colorectal and H&N populations, assurances made it seems before conclusion of trials. The colorectal trial they will file on is open label, so they can blab about it short of indiscretion. Nothing published on all this as the company is, according to the loyal, holding it back for asco.

Recent excitement however, is a tissue sampling study showing that perhaps as high as 50% of solid tumors overexpress EGFr.

Rick:

Given the diseases it affects, no side effect issues with the chimerized Mab, and these patients get a lot of doses. Some acne, some treatable allergic reactions. In this case, it may be preferable for a huge, spanning Mab to bind to the receptor instead of a highly specific molecule that might only block say egf, instead of tgf and all the other xgf's too. But that may just be the marketing dept.

Whew! Got by Peter and Rick. temporarily.

Wilder
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