Biotech Valuation Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Biotech / Medical : Biotech Valuation

CRSP 55.11

-2.6%

Nov 7 9:30 AM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Biomaven who wrote (7482)	12/11/2002 10:41:29 PM
From: Vector1	Read Replies (1) of 52153

Peter, I made a big bet on Coulter/CRXA over the years and lost(so far). I was convinced that the BEXXAR data was strong and that the was more efficatious than Zevalin with less bone marrow toxicity. What went wrong remains a great mystery to me and I am looking forward to the advisory committee hearing. If the FDA does not have a smoking gun in regard to the data then there should be hell to pay. NHL is a fatal disease and a significant number of refractory patients on BEXXAR have been disease free for many years. I believe one patient is going on 8 years. Moreover, trials have shown that BEX can be redosed, and is effective on patients who have failed Rituxan. With regard to the market I believe Bex has greater potential than Zev if approved. If I remember correctly a phase II in front line patients with a fludarabine Bex combo did very very well. I will look for the abstract but I think it was a Sloan Kettering trial. If approved for refractory patients many of the more aggresive treatment centers will use the drug off label in combo with fludarabine as a first line treatment. V1

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next