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Biotech / Medical : Seattle Genetics (SGEN)

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To: Miljenko Zuanic who wrote (146)	12/2/2016 1:51:57 PM
From: Miljenko Zuanic	Read Replies (1) of 161

Lately, I was bit optimistic (more than regularly for bio-biologic) for SGEN, mostly due to new P3 cancer stage drug candidate for AML, vadastuximab talirine: https://clinicaltrials.gov/ct2/show/NCT02785900?term=vadastuximab+talirine&rank=3 It is in direct completion with ABBV Venclexta (ABT-199, oral BCL-2 inhibitor), which got "breakthrough designation' for AML with ~75% response rate (P1b): marketrealist.com SGEN reported also ~75% response rate at EU-ASH, which is comparable to Venclextra, and may also obtain "Breakthrough designation" for naive AML. The differentiation will be (IF any) in subtle details. Awaiting AML update from US-ASH in San Diego, but do think maybe there is bigger opportunity for CD33A candidate (expression on other cancer type)?

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