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Biotech / Medical : Xencor (XNCR)
XNCR 14.37+5.0%Nov 5 3:59 PM EST

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To: fitzdad55 who wrote (50)10/30/2014 12:12:48 PM
From: scaram(o)uche  Read Replies (2) of 136
 
>> I wouldn't jump to the conclusion that Ph2a data for 5871 in RA is going to be unfavorable <<

Unfavorable, or negative?

I don't expect negative results. Why would anyone expect negative results, given rituximab, and results with other CD20-targeted therapies, anti-CD22 and anti-IL-6? I just don't expect results which point to commercial viability.

>> wouldn't surprise me if the endpoints are met <<

Wouldn't surprise me, either. Simply wouldn't surprise me if the share price drops on having met endpoints.

>> what would be the road ahead in RA for this therapy <<

Whichever company adopted it, if any, would need to beat anti-IL-6 in patients highly refractory to an ever-increasing variety of T cell-targeted agents. Good luck with that.

(Yay, Giants!)
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