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Biotech / Medical : Abgenix, Inc. (ABGX)

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To: tom pope who wrote (208)6/1/2003 1:54:34 AM
From: Miljenko Zuanic  Read Replies (2) of 590
 
Tom,

F*** Feurstein. He was hyping ABGX two months ago.

Erik, I am not in the mood to respond where I do not agree with your view. Do you really believe that those who are at ASCO will not find out what ABX-EGF data looks? I am pissed off because PR does not imply that for their pts population data actually may be very good??? I will not comment further until I have poster reprint available.

Their 2.5 mg/kg dose schedule is established. They increased 50 pts for +1 staining. It is not clear that one need high EGFr expression for drug efficacy. There are other mechanisms.

Because other will have similar drug on market, they can not get NDA based on PII. They will need PIII. However, 150 pts can generate good data for nice survival benefit (with ~65%). Also, ABX-EGF is not Velcade.

Miljenko
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