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Biotech / Medical : MGNX -- MacroGenics
MGNX 1.630-3.8%10:53 AM EDT
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From: scaram(o)uche6/4/2019 2:38:36 PM
1 Recommendation

Recommended By
D.Lu

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As I've mentioned on more that one occasion, I have held very few shares..... a small position (basis ~21) which some would consider tiny. I have considerable interest in B7-H3, but also view it as a target with considerable concerns re. toxicity.

So....... I see absolutely nothing that surprises me in today's revelation of survival curves. The only blip that worries me is the V/V data, and (1) these patients have failed at least two previous rounds of anti-HER2, (2) n=62 for the V/V population vs. 437 for FF/FV, and (3) the V/V confidence intervals are huge.

I see no reason to extrapolate that the V/V population would fare worse with M than with T in anti-HER2 naive patients. But the data does throw that question into the picture, big-time. Anyway, I'm no more worried today than yesterday, but will be interested in what company plans to do with V/V in front of an advisory committee.

Another topic...... Incyte is going bananas with MGA012, check out ct.gov (INCMGA00012).
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