Wilder,
Few preliminary thoughts on list, but please do not hold me for single word.
<<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.>>
Additional data on chemo-combination safety and preliminary efficacy, and maybe some interim from ongoing PII.
PS: I am betting on MLNM
<<TELK x286. P1 in multiple cancers. A very big deal to this company. Not sure what novel data might be disclosed.>>
Some as for MLNM. I am , at moment, neutral.
<<TLRK x67 (P2 BrCa, nslc, cc and glioma)>>
Enigma for me, cautious and do not expect great results. Live be wrong here.
<<ONXX 43-9006>>
Likely to be featured as promising cancer drug, but...
<<IMCL H&N C225 refractory and first line. Trial designs will be under intense scrutiny.>>
Any additional PII trials? BTW, the PIII (IMCL tread) that I mentioned is I+FU/L comparing with I+FU/L+C225 as first line for advance CC.
<<IMGN Interim HuC242-DM1 P1/2 refr NSCL, pancreatic and colorectal.
IMGN P1/2 HuN901-DM1 refractory sclc>>
Both drug are at very high doses, so it may indicate non-specificity (or diffuse distribution and clearance). Still, I am watching IMGN.
I will add:
ABGX: EGFr-antibody, ABX-EGF, PII for kidney + final PIb
OSIP: EGFr inhibitor,774, PI/II for combination and update from PII completed
CTIC: Tisenox, PG-TXL(PI/II: CC, ovarian, NSCLC), PG-camptothecin (preclinical)
Vaccines and immunology-based plays.
Miljenko |
