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Biotech / Medical : Abgenix, Inc. (ABGX) -- Ignore unavailable to you. Want to Upgrade?


To: Icebrg who wrote (203)5/31/2003 3:31:30 PM
From: Miljenko Zuanic  Read Replies (1) | Respond to of 590
 
Erik,

Data from only 40 pts, what is AMGN doing?

Where are survival data (4, 6 and 12 months), TTP (especially for those 22 stable), and overall clinical activity and medical benefit?

10% + 55% may looks good if other data confirm translation of the drug clinical activity into medical benefit, relative to other options available for CC.

However, (from TSC):"Amgen, which is largely in control of the drug's development for colon cancer, intends to conduct a phase III study once the phase II study is completed."

If they wait until PII is completed, Erbitux will be on market for years!

Miljenko

PS: Their front line CC is ongoing, but AMGN is silent. Must be that IMCL patent is big bump on road.



To: Icebrg who wrote (203)5/31/2003 8:54:41 PM
From: tom pope  Read Replies (2) | Respond to of 590
 
Feuerstein's take:

thestreet.com