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AVEO - Phase Ib/II data of tivozanib in combination with Afinitor will be presented at the ASCO GI conference:
Thanks for posting. The overall response rate is fairly low (7%), but it's promising to see a CR with single-agent MEK162. It's in the same ballpark as the response rate seen with AZD6244 (12%).
http://annonc.oxfordjournals.org/content/21/suppl_7/vii345.full
It is somewhat lower than the response rate demonstrated with gemcitabine + cisplatin (26%) in a phase III trial. It would be interesting to see combination trials with MEK162 conducted in biliary tract cancers, but it probably isn't a priority.
Do you know why this particular trial was funded by Array and not by Novartis?
Mcbio, has there been any news on ARRY? It's up 11% so far today.
Compassionate use is great for patients, but it also benefits the company from a sales/marketing perspective by building awareness and experience with the drug prior to the commercial launch.
MITI - Micromet Signs CRADA with National Cancer Institute to Expand Development of Blinatumomab
http://www.businesswire.com/news/home/20120109005617/en/Micromet-Signs-CRADA-National-Cancer-Institute-Expand
I don't think RIM's focus on international markets has changed since a year ago. Of course, a lot of other things have happened since (e.g service outage, poor launch of the playbook, delays in new product launches, etc), but I think that if RIM does enough to maintain its market share in countries where the overall market for feature phones and smartphones is growing at a faster rate than in the US, it should still do fairly well over the next few years.
The more pertinent question is why you think bavituximab can help "cure" HIV, when existing or investigational regimens have failed to do so, despite being able to bring down viral loads to undetectable levels. Hence, the prior probability of bavituximab being able to help cure the infection is very low.
The notion that it could "help" cure HIV is just as flimsy.
Don't forget PPHM. LOL.
I initiated a position in RIM a couple of weeks ago. IMO, it is currently undervalued and there's already a lot of negativity that is priced in to the stock.
The following article is also quite a good read:
http://www.pcmag.com/article2/0,2817,2375288,00.asp
The stuff about not being in a hurry to deliver superphones might just be a bit of hand-waving, but the following excerpt underscores the importance of international markets to RIM's long-term strategy:
I thought the trial was powered to show a survival difference of six months, assuming mOS of 20 months in the survival arm. If the control arm does better than anticipated, would the sample size still be sufficient to show a statistically significant difference of 6 months?
Bavituximab in HIV is a long shot. Unless it is curative or works as a part of a salvage regimen, there is no place in the market for it. Existing agents are effective, and the trend is moving towards simplifying treatment.
The phase I trial of ponatinib included a small number of AML patients with FLT3-ITD mutations. The response rate was 43% (3/7).
http://www.asco.org/ASCOv2/Meetings/Abstracts?&vmview=abst_detail_view&confID=102&abstractID=81698
Obviously, it's not much to go on but the activity looks promising.
AVEO - The low rate of diarrhea and fatigue in the tivozanib phase II trial is quite impressive. These tend to be overlapping toxicities with cytotoxic chemotherapeutics, so if these results are replicated in the phase III trial then it really underscores the point that you have been making about combination therapy.
I'm surprised that these trials are still able to enroll cytokine refractory patients. Who uses them?
It would be interesting to see the tivozanib data broken down regionally at ASCO.
My guess would be that the majority of Nexavar sales come from liver cancer. Furthermore, it is likely that much of its use in kidney cancer is in patients who are intolerant to Sutent, not as first line therapy.
Torisel was also studied in poor prognosis patients unlike the others, IIRC.
I'm not concerned about approval for tivozanib, given that Votrient managed to get approval on PFS data compared to placebo.
Nonetheless, I have concerns about tivozanib's commercial potential in RCC because they didn't go up against Sutent, which is the current standard of care.
I don't know how the stock will react, but personally I wouldn't see it as a negative. The OS data are probably not yet mature anyway.
Besides, wasn't approval of Votrient based on PFS?
Happy New Year, Robert.
The fact that it is an open-label trial doesn't allow one to draw conclusions about the efficacy of bavituximab alone, since this is a trial of bavituximab in combination with ribavirin.
There is an outcomes study for which results are expected in 2014, IIRC. If that is positive, I see little justification for using the older polysaccharide vaccines.
I want to know what you think. I don't think it is falsification per se, but it is disingenuous and misleading.
Maybe you should ask IR at PPHM whether your heroes would consider it falsification.
Dr. Garnick may have a good track record of working for Regulatory Affairs at Genentech, but that does not make him a "distinguished scientist".
I looked up his publications, and most of more recent ones are review articles not original research.
Does he have original research that is highly cited or published in a high impact journal? Has he made any groundbreaking discoveries?
So if PPHM are cherry picking which data to report in the press releases, you would consider that to be falsification of data?
Anyone with a minimal understanding of how clinical trials work would be able to see how ridiculous the latest press release is.