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Biotech / Medical : IDPH--Positive preliminary results for pivotal trial of ID
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To: I. Luttichuys who wrote (1394)12/10/1997 12:24:00 AM
From: Howard Hoffman  Read Replies (1) of 1762
 
<<I should add, Howard, that the cautious line would be to view SK's backing of the second generation anti-body as only marginally meaningful. I only say this because, at one time, SK backed the failed CE9.1 version as well. If something goes wrong with this one, they'll dump it too.>>

Bennett,

If anti-body is not promising, better to drop it. For example, Rituxan was not IDPH's first attempt at anti-body for Non-Hodgkins Lymphoma. The company figured that a non-radioactive product would be easier to administer. They switched to C2B8 (Rituxan) and now have an FDA approved product. Isn't it better to drop an antibody that may be marginal and concentrate on one with better prospects?

I understand that IDEC-151 has been single-dosed up to 1500 mg without evidence of CD4 depletion. This sounds very promising. It seems that this is a much better approach. Why would SmithKline go along for another round if they did not believe that this was better?
Short-term this is unlikely to have much impact on IDPH stock price, but it makes the long-term potential very interesting to me. What is the potential market for a successful drug for Rheumatoid Arthritis?

Howard
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