IDPH--Positive preliminary results for pivotal trial of ID Message Board

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Biotech / Medical : IDPH--Positive preliminary results for pivotal trial of ID

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To: I. Luttichuys who wrote (29)	9/14/1996 9:16:00 AM
From: Brad C. Dunlap	of 1762

I'm excited to hear you mention the effect that Idec-C2B8 has on the BCL-2 protein. To my knowledge the only time chemo has turned the BCL-2 marker negative is at extreme doses that would be way too toxic for the human body to endure. The correllation between BCL-2 marker positive and relapse makes idec's antibodies very intriquing and certainly will be a strong incentive for NHL patients to request this therapy. I don't know if you saw Coulter Pharm. results for NHL that were printed in the July issue of Journal of Clinical Oncology. Their antibody is labeled with Iodine-131 an effective but poteneially toxic warhead. Their results were very impressive but patients had to be isolated for 2-3 days due to radiation. They had no mention of what affect if any their product had on the BCL-2 marker. Idec-YB28 is the product that will directly compete for the Intermediate and high grade lymphoma market. AS you mentioned this product has some clear advantages over Coulter's product in the sense of much lower levels of radiation.This product has just started a second phase I/II and is much early in the clinical process. SmithKline has given strong verbal endorsement of CE9.1,Idec's product for rheumatoid arthritis. The details will be released on Oct.19 at the College of Rheumatology meeting. I will be at this presentation and afterwards will have better insight to report. Friday's stock movement was very impressive breaking through some technical resistance[24-25] on heavy volume. There is no specific news to account for this impressive move other than a strong market and a strong biotech sector. Friday's benign inflation numbers in the CPI are extremely encouraging for the biotech sector. Pharmaceuticals/biotechs are extremely interest sensitive and Friday's report should be very positive for attracting money flow to this sector. There was a very nice report on IDEC on the most recent issue of "Research Magazine". Basically there is nothing new in the report other than an informative overview of IDEC. I will add that moral is extra high at the company. This I believe to be very encouraging since the Phase III Non-Hodgkins Lymphoma trials are not double blind placebo (where nobody knows the results until the code is broken) but rather the patients are monitored by the clinician. This is not to insinuate that management knows the precise results, but rather a general feel for how the study has progressed. This gives me a strong conviction that the results will duplicate previous studies and be very positive come December.

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