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Biotech / Medical : Abgenix, Inc. (ABGX)

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From: DewDiligence_on_SI	10/20/2005 11:10:00 AM
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Briefing.com: Imclone: Incremental ABX-EGF data released, the threat is losing its mystique - FBR (IMCL) 33.71 : Friedman Billings notes that Amgen (AMGN) reported a 10% response rate for ABX-EGF (panitumumab) in two U.S. trials. Erbitux's response rate is 11-15%. These new results recapitulate earlier ABX-EGF data and make the firm think that ABX-EGF will not be a significant threat to Erbitux. Firm notes they are starting to get the sense that even if the European trial is positive (i.e. ABX-EGF shows a benefit over the no-drug placebo arm) ABX-EGF is not going to be perceived as superior efficacy-wise to Erbitux. Furthermore, Erbitux may well have demonstrated a survival benefit (in the NCI Canada trial) by 2H06. Firm does not think ABX-EGF should overly disrupt Erbitux's 2005-08 penetration gains.

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