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

To: li3511 who wrote (8352)	11/26/2009 12:59:48 PM
From: idahoranch1	1 Recommendation Respond to of 63289

<< Rather than gaining great insight, Idaho may be deluding himself into thinking hPAM4 is better than it really is>> There is a distinct possibility of that, it is not only early in the trial, but I don't know a thing about many of the patients who have been treated. On the other hand, I'm gaining confidence from more than these three patients. There was the first trial that had 15 patients and done single dose without Gemzar that had responses. Then we have data on 11 patients in the second trial done in a fractionated format and with a light dose of Gemzar. I now know of 2 additional patients that I've just mentioned (the third one is actually one of the 11 presented at ASCO). So my confidence level is based on around 28 patients. Still too small a group to reach a conclusion, but far more than 3 and good enough for a preliminary opinion from an observer. The investment side of this story is one thing. The real life side is another. People who are diagnosed with PC have few options (understatement). They can go with the standard of care, which really has little to offer in the way of survival benefit, or they can look for something else. If I were one of those patients, with all I've looked at with regard to new treatments, I would go with hPAM4, not based on three patients, but based on all the data generated so far, and Calvin and Martha's own words as to the quality of life they experienced during and after their treatments. Now we have a few more patients to add to that information. We have time to wait and look until there is more proof as far as investing, these patients don't have that luxury. They have to decide in a very short period of time what to be treated with. So when they decide for hPAM4 and are "winners", I applaud them and am very pleased for them. My investment was in the company, not this compound, and time will tell if I was right. These patients are putting their very lives and hope in this treatment, far more important than an investment. By the way, I don't know any other patients data at 12mc and up, I'm sure there are failures, I am just not aware of them. I'm not selectively picking out and reporting on the "winners".