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Biotech / Medical : MEDX ... anybody following?
MEDX 31.43-0.7%Nov 7 9:30 AM EST
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From: Icebrg4/15/2007 3:31:51 PM
   of 2240
 
Morgan Stanley ASCO 2007 preview.

For Medarex (MEDX), we expect data from the Phase III registration trial for Pfizer’s ticilimumab in second line metastatic melanoma. These data will impact Medarex as:

1)the company has an ~15% royalty on the drug and

2) results will be predictive of probabilities for Medarex’s ipilimumab (trial data expected in 3Q07). We would view a response rate of 10%+ with an acceptable safety profile as sufficient for approval. Given our diligence on both ticilimumab and ipilimumab, we are optimistic that Pfizer’s results will be positive, serving as a meaningful positive catalyst. Success of the anti-CTLA-4 antibodies could drive over 100% appreciation for the stock in the next 12-18 months, in our opinion.

investorvillage.com
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