Hard to speculate without INGN 201 PII H&N data to compare to Erbitux'. I can't for the life of me find that data (presumably from the RPR days), except for a mention of 60% OR in the S-1. Do you have that data handy? We should really park it here. What's the latest clinical data for Erbitux in H&N available? My sense, based on teeny info, is that the two are roughly equal in H&N (in their best combo, be it RT or chemo).
If IMCL cleans INGN's clock at ASCO, perhaps INGN would counterpunch at ASGT (June 1-5), where ImClone can't even get into the ring? Worth asking INGN if they expect to say anything about ADVEXIN in H&N there?
Going to have to watch closely for abstract availability for both conferences, though, again, with ASCO's anal approach, the big players will once know before we do, and our best early indicator would be price moves when we know ASCO members have seen 'em. Can't remember for sure, but believe the playing field is more level for ASGT.
TIA & Cheers, Tuck |
