To: Icebrg who wrote (10836 ) 3/5/2004 9:49:37 AM From: Icebrg Read Replies (5) | Respond to Lehman Bros.CTIC , but would just wish that the xyotax NSCLC results would be announced ASAP so that I can buy in afterwards. I just can't muster up any bravery to invest ahead of that event. I do agree with you that the ovarian cancer trial that they've managed to set up looks too good to be true.Telik's presentation at Lehman. I have to admit that the activity that they shown for Telcyta to date in ovarian cancer looks good. 15 and 19% response rate in two separate ~30 patient trials testing patients who are refractory or resistant to taxol / platinum regimens. They noted a 71 week overall survival for the first trial, and said that the second trial also had a similarly impressive overall survival (although they did not give a number, so there is the grain of salt). They are currently in p3 with telcyta against doxil or hycamtin. They also have a rather acceptable safety profile to date, with the most common toxicities being grade 2, with some grade 3 but no grade 4.Tularik presentation . Again, this seems to be a really good research outfit, although I'm just not getting a large boost of confidence from their clinical acumen. They have a drug (T67) in phase III against hepatocellular carcinoma. It is to undergo a preliminary safety analysis by the DSMB soon, and if they get the go Millennium is being very tight lipped about their lung cancer "signals". I presume this is intended to allow the investigators to present something new at ASCO. They really didn't stress any part of their pipeline, but rather concentrated on expansion of Velcade and Integrilin use. They did note that angiomax is showing some competitive strength. However, our clinics are still not using angiomax, so i'm really curious as to the locations that are or have ramped up their angiomax use. Celgene had a generally boring presentation, in part because of what may be a trademarking fiasco with their 2nd generation drug Revimid, which is now Revlimid. Jackson repeatedly stuttered when trying to pronounce his own drug's name... not good. However, they do appear to be moving very aggressively on the clinical front in an attempt to get Revlimid approved with a broad set of data available to oncologists who may want to use it off-label. Celgene is the king of off-label sales. They also have a remarkable "volume" of preclinical leads that they follow. However, their m.o. of using multiple myeloma as the soft target to get onto the market may be getting saturated (thalomid, revlimid and now actimid as well)... I'll be eager to see how some of their other drug candidates (various ligase / jnk inhibitors) perform against solid tumours.
