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

To: former_pgs who wrote (15192)	1/10/2005 11:59:09 PM
From: zeta1961	Read Replies (2) \| Respond to of 52153

TELK...Well, the first mistake I made was to let Marc come..Geez..about 7000 men...maybe 100-150 women!..he cramped my style big time!<g> One new/odd thing I did hear is the median duration of response for their phase II trial in platinum resistant / refractory ovarian cancer treated with carboplatin + telcyta. This trial had a 54% response rate, and Wick cited a median duration of response greater than 52 weeks My notes are concordant with the above.."duration of response greater than 52 weeks." Both during the presentation and during the Q&A, he highlighted that not only are they seeing 'potent activity' but the duration is quite long.. He didn't give away much to munch on in the break out session.. They will be presenting PK/PD data at AACR, in answer to a scientific mechanism of action and how it could be like mustard(I know this is a very old chemo agent) Q, he mentioned that once Telcyta conjugates with the GST-P1-1, its half life is 4-5 seconds..and said to stay tuned to AACR for more.."the science guys complain when I front run them." Very down down to earth... Partner.."when its the right time, good for the company, shareholders.".."We plan to keep US and share exUS" If anyone of the lurkers here were there, Yes, I'm the nurse that was asking about the ethics of the Iressa arm!...Wick got a bit red and defensive until he found out I was a nurse and then responded with: "Wouldn't you like to to take these guys around to see the patients we're talking about?" Somehow I'd been dense and unable to understand how they can carry the trial on given the no survival advantage..He and Cynthia Butitta(CFO) said that because it's under an SPA, it's fine with the FDA and regarding ethics..he said that they are honest with the patients..."you realize this is third line and how sick these people are"?..then I 'got it'... RE: powering of the trials.."You know, we all power our trials the same. Same as Genentech, etc, etc.." A chart demonstrating the cost savings just from side effect management was quite sobering...from 8K/6month Topotecan tx, 1,245 Doxil and 130 for Telcyta.. He was excited about getting Telcyta in the 1st line setting with chemo(will be presenting data at AACR demonstrating its synergy and not worsening side effects of chemo) Guided results for the ASSIST trials by end of '05 but will be presenting papers at ASCO(this I found out when I went to ingratiate myself with him!)[edit, I don't know the subject matter] Hope this helps.. Zeta

To: former_pgs who wrote (15192)	1/11/2005 12:40:38 AM
From: former_pgs	Respond to of 52153

One thing I forgot to mention re: OSIP In the Tarceva / Iressa race, Goddard noted that as of 12/24, they estimate that 54% of new prescriptions are going to Tarceva. Clearly this has been helped by the ISEL trial failure. Nonetheless, Goddard still maintained that they had 39% of new prescriptions even before ISEL. The overtake of Tarceva is resembling the type of market capture that generics achieve.

To: former_pgs who wrote (15192)	1/12/2005 11:39:54 PM
From: former_pgs	Respond to of 52153

>One new/odd thing I did hear is the median duration of response for their phase II trial in platinum resistant / refractory ovarian cancer treated with carboplatin + telcyta. This trial had a 54% response rate, and Wick cited a median duration of response greater than 52 weeks. That would suggest a median PFS of at least 52 weeks. < Upon reflection, the last sentence of this statement is not accurate. Non-responders clearly drive down the PFS significantly despite more than half the patients showing an objective response. Sorry for the confusion.