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Re: maumar post# 4059

Saturday, 08/22/2015 6:38:17 PM

Saturday, August 22, 2015 6:38:17 PM

Post# of 8431
Pfizer is the only one not at least showing a reasonable attempt getting into the clinic. 32 months and have not started a clinical trial. They may finally start the phase I trial this fall but I will remain skeptical until they start more trials.

Big corporations licensing and doing little is not new. At least with Halo, one monkey can't stop the show.

Don't expect the number of potential targets from any partner to ever be realized.

Janssen already has clinicals scheduled to start October, time will tell.

Roche started with 13 potential targets, reduced to 8 with 3 entering clinic early on and two to market. Nothing new to the clinic but many trials with new ones starting this year for Herceptin and MabThera sc. Decision from EMA expected late this year or early next for MabThera sc for CLL. Phase IIIb for Herceptin sc with Perjeta started recently. Doesn't appear Roche thinks they will be obsolete any time soon.

The launch of Herceptin sc appears to be going very well. MabThera sc is a year behind. Herceptin and Mabthera sales continue to grow so the potential is still there. Will the $6B potential ever be met? Highly doubtful but a nice percentage of that appears likely. imo Herceptin sc sales have exceeded $125M per quarter and growing each quarter. Increased bulk sales, inventory, and manufacturing capacity bode well for an increasing ramp.

Yes PEG is the future money maker, we get 100% not mid single digits. Enhanze pays the bills and should be significant when/if PEG gets approved. All the eggs are in the PEG basket, Enhanze is the helper that gets us there without or minimum dilution.

Never argue with a fool, for after awhile, it becomes difficult to determine which is the fool.

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