Cell Genesys (CEGE) Message Board

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Biotech / Medical : Cell Genesys (CEGE)

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To: tuck who wrote (1242)	6/2/2003 5:37:56 PM
From: Icebrg	Read Replies (1) of 1298

>> Mr. Market seems unimprssed by these results. Both are interim; not sure what was expected. Wondering where CEGE is with GVAX in lung cance . . .>> Mr Market doesn't have a clue. But that doesn't matter as long as he is allowed to set the prices. Otoh. that gives us our opportunity. As for GVAX Lung. I believe that they ran into something of a problem with those. There was really only positive responses from a sub-group, so they had themselves to regroup. Or something along those lines. It is some times since I followed these closely. The problem with CEGE and GVAX is that it takes so long time. Stretching and stretching etc. Partly, I guess, because they are reformulating all the time. Trying to get away from the patient-specific vaccines they started with. There has been some interesting tests done with MDX-010 on patients who earlier had been treated with GVAX. That's clearly something to keep an eye on. I do automatically, as MDX-010 is about the only thing that is close to late-stage at Medarex's place. Erik

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