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New clinical trial-Anti VEGFR for melanoma
http://clinicaltrials.gov/ct/show/NCT00533702?order=1
biophud
Post 3464 is an interesting abstract that may explain today's news regarding Erbitux vs. the Merck EGFR AB.
biophud
It may be a difference(s) in downstream signaling pathways. See post 3464 on the IMCL board for an abstract that looks at the differrnces in the two antibodies.
biophud
Jbog-sounds positive. I find it intersesting that IMCL is targeting untreated patients in the IGFR prostate trial--this is potentially a large market.
In contrast, in the VEGFR program for renal cell, IMCL is targeting patients who have failed prior therapy (including small molecule TKIs)--A smaller market but a potentially shorter path to aproval.
Regards,
biophud
Phase II anti-IGFR for prostate.
http://www.clinicaltrials.gov/ct/show/NCT00520481?order=1
New NCI Erbitux trial for Lung
http://www.clinicaltrials.gov/ct/show/NCT00519831?order=1
Anti-VEGFR-phase II for renal cell carcinoma.
http://clinicaltrials.gov/ct/show/NCT00515697?order=7
New IMCL patent listed @ WIPO for IMCL's anti-IGFR.
http://www.wipo.int/pctdb/en/fetch.jsp?LANG=ENG&DBSELECT=PCT&SERVER_TYPE=19&SORT=1212596...
New trial-Erbitux in gastric/GEJ cancer.
http://clinicaltrials.gov/ct/show/NCT00517829?order=1
Dew-I would compare ubiquitin-ligase inhihibitors in the 2000s to kinase inhibitors in the 1980s-90s. The papers that I have seen on ubiquitin-ligase inhihibitors have primarily been from DNA, AMGN, MLNM, and RIGL. I also seem to recall that REGN has done research on ubiquitin-ligase inhibitors in muscle-wasting disorders. RIGL is the company that I know the least about. Do you have any opinion on RIGL as company and as a stock?
Thanks and have a great weekend,
biophud
Question for the board. Here is something that I cannot understand. IMCL recently announced phase II development of their human anti-EGFR. IMCL also announce their intention to start phase III trials of their anti-VEGFR antibody. Both of these are positive development that I welcome. However, it would seem like the human anti-EGFR drug should be the one skipping pase II and going directly into phase III. What do IMCL's actions indicate (if anything)? Comments appreciated.
biophud
IMO the new CEO would appear to be an ideal choice for IMCL. JNJ's biotech division if spun off would be the second largest biotech. The new CEO should have strong experience in developing and maketing biotech proucts, specifically antibody products. I'm glad they went for strong biotech experience rather than a big pharma executive. I hope the new CEO can lead IMCL into the next tier of biotechs (BIIB, GENZ, etc.)
biophud
FYI--new clinical trial. Erbitux and resections.
http://clinicaltrials.gov/ct/show/NCT00513266?order=1
biophud
I’m probably not the best person to ask. My biotechs have been relatively weak lately. But here are some biotechs that I think are good values at current prices. I’m not sure what will happen six months down the road.
I think IMCL in the low 30’s is a good value.
I like MLNM @~10.
GENZ has been a very strong stock lately; I am considering purchasing on a pullback below $60.
ZGEN-late-stage product; relatively low-risk (proof-of concept with plasma-derived product).
ROSG-miRNA technology (diagnostic and therapeutic). I am bullish on this technology. Still very early in its development, but could spike up on a partnership (with big pharma, ALNY, etc.)
All IMHO,
biophud
Jbog--Thanks for the info.
biophud
New Clinical Trial--Erbitux in esophageal cancer, phase II/III, NCI sponsored.
http://clinicaltrials.gov/ct/show/NCT00509561?order=1
PS--When trials are listed as phase II/III, what does this mean exactly? Are these trials that start as phase II and converted into phase III if all goes well?
biophud
Dew--What is your take on AMGN's acquisitions of Alantos and Ilypsa? AMGN has done alot of deals. Do you think that these deals can offset $'s lost when its drugs go off patent?
FWIW-I'm postive on the anti-RANKL program, and think that successful development of this drug could help AMGN to maintain its revenue.
biophud
Question for board—Pipeline partnership and independence.
If IMCL partners it anti-VEGFR to a major pharma, would this decrease the chance of a buy-out and signal IMCL’s desire to stay independent? Comments appreciated.
biophud
Corky--I'm glad to see IMCL and BMY working on more trials/indications for Erbitux. One question-How does this deal give Imclone an all go for new partnerships?
Regards,
biophud
New Korean Erbitux trial.
http://clinicaltrials.gov/ct/show/NCT00506844?order=1
Dew-Thanks!
biophud
Question for Dew/board. I use the clinical trials.gov site as a tool to research pipeline progress. I have noticed that all drug trials are not listed on the site. Sometimes I will see a press release pop up for a drug in phase II or phase III that I never saw on clinicaltrials.gov. For example, I have seen this several pattern several times with Merck.
Clinicaltrials.gov database would appear to be a subset of all clinical trials-->I would think that all of these trials would have some connection with Federal/NIH funding (please correct me if I am wrong).
Are companies legally obligated to to publically disclose clinical drug trials?
Are there better more complete search engines for clinical trials?
Can companies run clinical trials in stealth mode by avoiding dealing with Federal/NIH funding?
Comments appreciated,
Have a great weekend!
biophud
Clinical trials link for IMCL's anti-IGFR.
http://clinicaltrials.gov/ct/show/NCT00503685?order=1
Jbog--Looks like the German Merck has an interest in bispecific antibodies as well.
http://patft.uspto.gov/netacgi/nph-Parser?Sect1=PTO2&Sect2=HITOFF&p=1&u=%2Fnetahtml%2FPT...
biophud
IL-2 for renal cell (?) melanoma (?)
biophud
Clinical trial-->BMY's dasatinib + Erbitux
http://clinicaltrials.gov/ct/show/NCT00501410?order=4
Thanks walk.
<If you purchased shares thinking that the BLA would be refiled in a few months, you bought under misleading circumstance>
In my case I held IMCL under misleading circumstances. I would have thought that should count as well (IMO).
biophud
Re lawsuit checks. When I inquired about the lawsuit I was told that I did not qualify because I did not purchase IMCL within the specific time window. I still do not understand how the specific time window was determined. In IMCL’s case, it would seem to me that all stockholders who owned stock during the wrongdoing would be eligible. Comments appreciated.
biophud
Very interesting clinical trial (IMO). Genentech is testing Apomab with Erbitux.
Background--Apomab is an agonistic MAB that targets death receptor 5 (AMGN and HGSI have similar molecules in clinical trials). In addition, Genentech is running several other clinical trials with Apomab in combination with anti-CD20 Abs; Also, Genentech is running similar trials with the trail ligand. Comments appreciated. Have a good weekend.
http://clinicaltrials.gov/ct/show/NCT00497497?order=1
biophud
Off-topic post. I saw the story regarding Blackstone Group and Hilton. The Buzz about private equity is constantly on CNBC. What are the economic factors that are driving private equity to purchcase public companies? What is so great about being a private company? Comments appreciated.
biophud
Anti-PDGFR-alpha for hepatocellular carcinoma.
http://www.ncbi.nlm.nih.gov/sites/entrez?Db=pubmed&Cmd=ShowDetailView&TermToSearch=17604334&...
biophud
Jbog-thanks for the informative post.
Based on my understanding, in Crystal, preoperative Erbitux was able to make unresectable tumors (resectable). In the perioperative trial (phase I) Erbitux is given before and after surgery. It looks like Imclone pursing both a preoperative and perioperative bassed clinical trials. Comments appreciated.
biophud
New Erbitux clinical trials. Perioperative use of Erbitux--Interesting.
http://clinicaltrials.gov/ct/show/NCT00494611?order=2
http://clinicaltrials.gov/ct/show/NCT00492206?order=1
http://clinicaltrials.gov/ct/show/NCT00492375?order=3
biophud
Dew-It is unclear to me what ABT gains from codevelopment of these molecules. I would think that ABT has enough resources (both clinical and marketing) to develop these molecules by itself. Does DNA have IP covering these molecules? (I know I've been focused on IP issues lately).
Regards,
biophud
Dew—Thanks for the post. I appreciate your ideas and insight on biotech issues.
A couple more questions? Other than defucosylation, do the GTC goats produce any additional changes in glycosylation pattern? Do the changes in glycosylation pattern affect the half-like of proteins produced by the GTC goats?
biophud
Dew--How does the GTC patent affect Cogenesys' EPO-alubumin molecule. Does either side have a dominant IP position? HGSI (now Cogenesys) via tech from the Principia (sp?) purchase has developed a number of Albu-fusion molecules with the interferon for hepatitis being the most advanced. Why have albu-EPO, albu-GCSF, etc. failed to start clinical trials--lack of partnership, lack of $$$, IP issues, etc? I'm suprised that development has been so slow because development should be straightforward and the market opportunity is large.
biophud
Businessweek Stock Screen--> A number of biotechs on the list.
http://www.businessweek.com/investor/content/jun2007/pi20070621_078707.htm?campaign_id=yhoo
Dew-My understanding is that JNJ is/was the big pharma with the greatest exposure to biotech (I recall reading that if all of JNJ's biotech assets were spunoff, they would be the third largest biotech, behind AMGN and DNA, is this still true?). Also, AZN has exposure with MEDI and CATG. When you evaluate the quality of big pharmas, how does biotech exposure come in to play. IMO, if I were to invest in a big pharma, commitment to biotech would be a must. Granted, the definition of biotech is open to interpretation.
Regards,
biophud
Ceregene partnership with GENZ.
http://biospace.com/news_story.aspx?NewsEntityId=60738
Dew--IMCL's anti-VEGFR3 targets a similar pathway as anti-VEGF-C. I will be interested to see the development of these two VEGF inhibitors.
Regarding the HGSI/CoGenesys spinoff, who got the better end of the deal--HGSI or CoGenesys. HGSI retains royalities on CoGenesys developed drugs and benefits by containing costs. I have wondered if HGSI gave up too much IP assests for a small equity position in CoGenesys. However, I have also thought that the CoGenesys spinoff may reflect HGSI's confidence in its clinical developmental pipeline. Any thoughts?
biophud