So, indeed, rindo failed in GBM. Bought a trading slug for the dad cat bounce, and will sell on said bounce if I get it. In the meantime, there is a fair amount in the pipe here, all of it wholly owned. Almost $300 million in cash to get some of these to proof of concept. Starting to dig.
Glembatumumab vedotin in triple negative breast cancer, estimated primary completion date is this November, with study completion in '18, per clinicaltrials.gov. Is there a typo there? Still recruiting. Do not know if an interim look is planned.
CDX-011 triple negative breast cancer
Fast tracked in this indication.
Still recruiting in melanoma, with trial supposed to end this July, so readout later this year, I guess. It seems to include all advanced melanoma patients, not just those expressing high gpNMB, the subset for which they got the best data in a prior trial. However, they say about 85% of the population expresses high gpNMB. Data so far shows improvement versus comparator, but I'm thinking other drugs in this stage of development are showing at least as well.
Anti-CD27 drug Varlilumab has started multiple P1/2 trials that don't read out for a couple of years. Interestingly, their webpage on the drug talks about lymphomas and leukemias, but all the trials are for solid tumors, except for a dose escalation trial, active, but not recruiting, that includes both. This should read out any day now.
Their NY-ESO1 program, CDX-1401, seems to be in slo-mo. Trials planned following a P1 from several years ago, but nothing yet.
Finally, they have a FLT3L program, which is currently in a P1 in various hematologic cancers looking for stem cell mobilization. If I'm reading the protocol correctly, this could read out in dribs and drabs for the next year or so. Still recruiting.
CDX-310 P1
In addition to their CC regarding today's failure, they have a presentation at Cowen tomorrow morning. Hoping to get more clarity on the status of the above mentioned programs there, because I can't find anything archived yet.
In, probably briefly, at $3.80 for s small position.
Cheers, Tuck |
