I was thinking biofreaks might collaborate to identify BTs that will present human results at ’02 ASCO that will support or erode investment value. From a search of SI and to some degree Y!, here is a short, preliminary list. Please contribute what you know, suspect or hope whether it be enlargement or refinement. I will try to reorganize and expand as (if) the base builds. Rick may kick me (us) off here any time, hopefully due the idea’s success, and we will then find our own home.
Personal comments are very welcome, especially as they relate to the likelihood of success and its interplay with embedded scientific and investment expectations. In fact all comments are welcome, especially animated, critical comments accompanied by explanation or good humor.
At a minimum, the eventual list could be used to quickly search the on-line abstracts by sponsor. ASCO starts May 18th, and so I figure anything worth knowing needs to be shared by the end of March.
MLNM x341 (mm and solid tumors, P2?). No other drug is as important to such a highly valued BT than x341. An interesting question is how much more data will be disclosed than is already known. I would rate scientific and investments expectations as very high, the highest.
TELK x286. P1 in multiple cancers. A very big deal to this company. Not sure what novel data might be disclosed.
TLRK x67 (P2 BrCa, nslc, cc and glioma)
ONXX 43-9006
IMCL H&N C225 refractory and first line. Trial designs will be under intense scrutiny.
Mogan x98 P2 H&N
IMGN Interim HuC242-DM1 P1/2 refr NSCL, pancreatic and colorectal.
IMGN P1/2 HuN901-DM1 refractory sclc
It would also be valuable to identify drug types, targets or MOA for which you think there will be significant data this year. This might draw into the discussion programs pursued by pharma. |
