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

To: gfp927 who wrote (23874)	6/4/2007 12:19:09 PM
From: Biomaven	Read Replies (2) \| Respond to of 52153

These ARQL c-Met results look very interesting. It's obviously very hard to judge at this stage with these new agents that might not have a dramatic initial monotherapy effect, but might have considerable efficacy longer-term or in combination with other drugs. But even judging by more traditional chemo standards, a 10% PR rate using RECIST criteria in a Phase I is a decent result. Here's a flash demo about c-MET from ARQL that some folks might not have seen - not that much substantive content (you could show essentially the same video for a bunch of different kinase inhibitors), but professionally produced nevertheless. arqule.com SGXP has a highly-selective c-Met inhibitor that's late preclinical and unpartnered. Worth keeping an eye on. SUPG has a less specific preclinical c-Met inhibitor (also hits cKit and PDGF-R) that they claim is a radiosensitizer for melanoma (which is normally very radioresistant). Exelixis has something in the space too, but I can't keep up with all their stuff. Big pharma like MRK have a few as well, but I don't know the details. I'm sure I missed some others too. Peter EDIT: Here's the EXEL entry: Message 23592778