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Biotech / Medical : Immunomedics (IMMU) - moderated -- Ignore unavailable to you. Want to Upgrade?

To: satch88 who wrote (8103)	10/29/2009 8:35:54 PM
From: idahoranch1	Respond to of 63327

The best result would be for the data to mirror the data in their other phase lll trial. Good enough to be seen as approvable and marginal enough that UCB is happy to put E-mab up against it. Something interesting to watch for, and I have NO idea how it will turn out. If memory serves me, their last phase lll trial consisted of only about 3% of black SLE patients. This is out of the "Handbook of Black American health". "SLE accounted for 2.2 percent of Black and 1.1 percent of White incident cases between 1986 and 1989" In the SLE Rituxan trial, the Black SLE patients had, by far, the highest incidence of HACA from Rituxan and well could have been the real problem in Rituxans phase lll failure. Granted, Benlysta won't have HACA issues, but there clearly are, a lot of times, different issues with antibody treatments in different ethnic groups. The last trial certainly didn't have a representation of the ethnic group with one of the higest incidences of SLE. Was that intentional? I don't know. It will be interesting to see if this one does, and how they responded. It could be well represented by Black SLE patients and they could have good responses, but tonight, we don't know that. If Benlysta fails in this trial, I'd say IMMU wouldn't benefit from the hard fall HGSI would take. The street would, again, feel nothing works in SLE. The best scenario, this trial succeeds, E-mab in childrens ALL has good data and they file for approval, and the full data in UCB's dosing trial shows E-mab works well in SLE and spares the SLE patients significant steroid use.

To: satch88 who wrote (8103)	10/29/2009 10:24:40 PM
From: li3511	Respond to of 63327

> From an IMMU point of view, what results would we like to see Monday morning. Either... 1) A large progress payment from UCB to Immunomedics, or 2) Announcement of an expanded collaborative agreement between UCB and Immunomedics on a either a second product or second indication. Something along these lines would be nice: finance.yahoo.com With respect to HGS, I don't know. This isn't a zero sum game (they win, we lose), and out of respect to the patients one can only hope that the results are good. I still believe that they are the greatest placebo producers in the nation, and ultimately the clinical data on Benlysta will bear this out.