Miljenko,
Though you earlier said no more talk on c225, I take Message #23 as a small opening.
Asco will be very interesting this year for the EGFr companies. I hope someone publishes a link into the abstracts soon.
>>Without knowing entry level status of this pts (they suppose to be refractory), regime for combination therapy (CPT-11, irinotecan, doses?<<
From what I have learned from others, the company established a reasonably definitive refractory state. I believe all patients received CPT-11 until they progressed. Only after they progressed were they given C225 with CPT-11. Some suggest this may have selected for especialy highly expressed EGFr tissue. Dr. Saltz, who is presenting the c225 data, ought to have relevant information, and credibility, on the rigor of refractory nature of the chemotherapy.
>>type of the objective (I guess major means objective or clinical relevant) response<<
The use of "major" was bad choice of words by ML analyst. I have not seen the abstract, but I think imcl will be talking in customary terms of CR and PR (will be >17%. BTW your guess of ~20% has been hinted at by CEO) and stablization.
>>but without time to disease progression or duration of response , overall survival data and median survival time I would not even guess how will oncologists react in real word<<
These are keys to valuation, for sure. The trial ended in November, so there is not likely any data--but apparently FDA did not require TTDP/survival as endpoint. This data will be make or break the company, but here is an unusual case where company could possibly recover its investment before it is unmasked.
I am good at stating the obvious.
Re: Mama Margareta. I am sending you PM to pursue this.
Thank you for the Chemo abstracts and the pnu/sugen heads-up.
As for the patent, it is surely as broad as the PR claims. Will it not be a long time before someone (abgx) challenges it? (They don't have human data coming at asco, do they?)
--Wilder |
