Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Biomaven who wrote (10512)	2/19/2004 4:35:28 PM
From: Icebrg	Respond to of 52153

>>Anyone follow this program?>> I used to, but not any more. Their trials take forever and ever. They have seen some interesting results in both pancreatic cancer and melanoma too. The lung cancer program used to be partnered with Japan Tobacco, but they have now withdrawn and returned their rights to CEGE. From my point of view it is interesting that Cell Genesys and Medarex have said that they will soon start up a trial combining GVAX and MDX-010. There were some interesting results in malignant melanoma with MDX-010 from patients who previously had been treated with GVAX. Using both CM-CSF-spiked cancer cells and anti-CTLA-4 should sharpen the attack. Erik

To: Biomaven who wrote (10512)	2/19/2004 5:06:48 PM
From: tuck	Read Replies (1) \| Respond to of 52153

Peter, Good find. CEGE itself has not issued a PR and was weak today. Possible momo play tomorrow, as one would assume the PR department will get off their duffs soon. The GVAX prostate cancer vaccine is headed for PIII in a a few months. Here's a look at the clinical status of the GVAX program: cellgenesys.com My Mom owns shares. I think CEGE is cheap and may buy more. INGN also looks relatively promising to me in the gene therapy field. Most biofreaks stay away despite promising results. Bad history = tough FDA scrutiny, lower margins than small molecules, are a couple of reasons I've heard. Erik's observation that it has taken a while might be another. CEGE has a stake in ABGX, and was wise enough to sell some chunks during the Bubble, so they've got plenty of cash. Further discussion on CEGE would be welcomed here or on its own thread, at least by me. Cheers, Tuck