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Biotech / Medical : Biotech Valuation -- Ignore unavailable to you. Want to Upgrade?


To: The Dodgy Ticker who wrote (5495)1/20/2002 7:38:59 PM
From: scott_jiminez  Read Replies (1) | Respond to of 52153
 
Then the next question is how many other candidate EGF-r antagonists (monoclonals, knock-out, knock-in, pharmacological) are there?

Also, is the EGF-r appearing on solid tumors identical to that found transducing normal physiology elsewhere? If so, what is the effect (beyond the tumor) of systemic/global EGF-r shutdown?

My guess is this is VERY poorly understood...especially since both EGF and TGF-a bind to the EGF-r (inducing similar, BUT NOT IDENTICAL, responses). Without this knowledge, ImClone's approach might be a win the battle (tumor necrosis)/ lose the war (systemic EGF-block pathology) scenario.

In the shadow of ImClone's record of (minimal) disclosure, perhaps the data describing these undesirable effects exist but remain hidden in the BT equivalent of an off-book entity.

These questions could be answered by some familiar with ImClone's earlier trials. We can only hope these trials addressed LONG TERM (years??? lifetime??? how long does it take to keep a tumor suppressed?) exposure to the antibody.