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Dew--Thanks for the list of companies. Do you use a special search engine to search information in 10-K's?
Here is the link for some of Pfizer's work on p53 published in Science.
http://www.ncbi.nlm.nih.gov/entrez/query.fcgi?db=pubmed&cmd=Retrieve&dopt=AbstractPlus&l...
Have a good weekend.
biophud
FWIW--p53 and taning on Biospace today
http://www.eurekalert.org/pub_releases/2007-03/cp-rfs030207.php
Dew--Are there other companies out there that are pursuing alternative ways to restore p53 function? I seem to recall several big pharma groups (Pfizer?, Roche?) looking at small molecules that potentiate the growth inhibitory effect of p53. I think the idea is to modulate proteins that promote p53 degradation (e.g. MDM2) and restore mutant p53 function. Not sure if any of these are in clinical trials.
biophud
jbog--
I agree and think this is a very positive study for Erbitux and Imclone.
biophud
New paper--Erbitux ADCC in lung cancer
http://www.ncbi.nlm.nih.gov/entrez/query.fcgi?db=pubmed&cmd=Retrieve&dopt=AbstractPlus&l...
New paper from IMCL--Erbitux + chemo in NSCLC mouse model
http://www.ncbi.nlm.nih.gov/entrez/query.fcgi?db=pubmed&cmd=Retrieve&dopt=AbstractPlus&l...
Title only--Concurrent cetuximab and bevacizumab therapy in a murine orthotopic model of anaplastic thyroid carcinoma
http://www.ncbi.nlm.nih.gov/entrez/query.fcgi?db=pubmed&cmd=Retrieve&dopt=AbstractPlus&l...
New review article (abstract only)
EGFR targeting therapies: Monoclonal antibodies versus tyrosine kinase inhibitors Similarities and differences
http://www.ncbi.nlm.nih.gov/entrez/query.fcgi?db=pubmed&cmd=Retrieve&dopt=AbstractPlus&l...
New clinical trial
Study to Evaluate the Efficacy and Safety of FOLFOX-4 Plus Cetuximab Versus UFOX Plus Cetuximab
http://www.clinicaltrial.gov/ct/show/NCT00439517?order=2
New paper--conjugated C225 for glioma
http://www.ncbi.nlm.nih.gov/entrez/query.fcgi?db=pubmed&cmd=Retrieve&dopt=AbstractPlus&l...
IMO GILD is a good company; however, @ ~30B market CAP it appears fully valued/overvalued. I just do not understand how it can justify such a high market CAP. Maybe I'm missing something.
biophud
Interesting new clinical trial
http://www.clinicaltrials.gov/ct/show/NCT00438737?order=1
Dew--which do you think is correct regarding DX-88 in CTS?
1. GENZ did not/does not want to pursue this indication.
2. DYAX did not want to give up rights to DX-88 for CTS.
biophud
Ceregene--an interesting private biotech that I came across. Interesting technology to target growth factors to the CNS
http://www.ceregene.com/index.asp
Combined EGFR and VEGFR inhibition in lung cancer (preclinical)
http://www.ncbi.nlm.nih.gov/entrez/query.fcgi?db=pubmed&cmd=Retrieve&dopt=AbstractPlus&l...
New review paper from Imclone on antibodies in leukemias
http://www.ncbi.nlm.nih.gov/entrez/query.fcgi?db=pubmed&cmd=Retrieve&dopt=AbstractPlus&l...
New Erbitux clinical trial in combination with Lilly's PKC drug
http://www.clinicaltrials.gov/ct/show/NCT00437268?order=2
biophud
Dew, how do you see this news affecting the approvability of DX-88. Looks like a vote of no confidence. Alternatively, it could be a strategic decision for GENZ (too many trials, for too long, for not too much money).
Also, this news makes the recent runup even more confusing.
Thoughts?
biophud
Interesting new clinical trial
http://clinicaltrials.gov/ct/show/NCT00436072?order=1
Icahn and Katz's interst in MEDI makes me wonder who would/could buy them?
Can anybody explain the recent increase in Dyax? I don't see any news that can explain the move up.
Thanks in advance,
biophud
Looks good. I think that it will get through the FDA. I'm unsure how fast the product will be adopted once approved. Considering a purchase @15 or below.
biophud
Article on generic biologics
http://biz.yahoo.com/ap/070214/generic_biotech_drugs.html?.v=1
I found the following quote interesting.
"It is not as though approval of follow-on biologics will be a huge paradigm shift," said Amgen Vice President David Beier. "Mainly because there are frequently already second generation versions of biological products on the market that offer superior patient value in terms of safety, convenience and efficacy."
Because its new, It must be good.
News on Generic Biologics
http://biz.yahoo.com/ap/070214/generic_biotech_drugs.html?.v=1
Ichan with position in MEDI
http://yahoo.reuters.com/news/articlehybrid.aspx?storyID=urn:newsml:reuters.com:20070215:MTFH95880_2...
Interesting new first-line Erbitux trial
http://www.clinicaltrial.gov/ct/show/NCT00433927?order=1
Dew--an interesting article on CYTX. In general, I am skeptical on stem cell stocks, at least for the short term. I think the science is promising but I think that it is too soon for investing in stem cell biotechs. Am I wrong? Are there any stem cell biotechs that you regard as investment grade?
On thing I like about CYTX's approach is that it uses an ex-vivo stem cell expansion and then reimplants the cells into the patient-thus mitigating the possibility for immune rejection.
Another strategy I like is that of stem cell mobilization (Anormed which was acquired by GENZ). I think that this approach is a more conservative strategy (relative to cellular-based therapies) and is more likely to be adopted, in the near future.
Comments appreciated,
biophud
Thanks rkrw and Thanks Dew
biophud
Question for the board. If the total world-wide marketing rights to a drug are 100%
How do the percentages break down for the following?
Worldwide Rights = 100%
US = ?%
North American = ?%
Worldwide (ex Japan) = ?%
Japan = ?%
Thanks in advance,
biophud
Role of anti-Flt-1 and anti-VEGFR-2 in cardiac rejection/repair.
http://www.ncbi.nlm.nih.gov/entrez/query.fcgi?db=pubmed&cmd=Retrieve&dopt=AbstractPlus&l...
biophud
Dew--Thanks
biophud
Paper that uses IMCL's anti-IGFR AB. Combined effect of AB + radiation in lung cancer cell lines.
http://www.ncbi.nlm.nih.gov/entrez/query.fcgi?db=pubmed&cmd=Retrieve&dopt=AbstractPlus&l...
Good point. There is some evidence that APRIL levels are inversely correlated with disease activity (see reference below). Consequently, it may not be an advantage to inhibit APRIL or the BLYS/APRIL heterodimer. Time and clinical trials will tell.
http://www.ncbi.nlm.nih.gov/entrez/query.fcgi?db=pubmed&cmd=Retrieve&dopt=AbstractPlus&l...
Dew--I am considering an investment in ZGEN. A couple of comments/questions.
1. Do you think that regulatory/comercial success of their thrombin product is factored into ZGEN's current price? IMO, I am less worried about regulatory problems, and would be more concerned with slow uptake in the marketplace.
2. How should ZGEN's relationship with Novo be factored in, if at all?
3. How much value does the rest of the pipeline have?
4. I am intrigued by their cytokine therapy for HCV; however it is still early and the treatment landscape may change.
5. I like their BLYS-antagonist program, but I am not sure how it will dintinguish itself from other molecules in development (HGSI, DNA/BIIB, and AMGN). One potential advantage is that ZGEN's TACI-Fc neutralizes both BLYS and APRIL (this could be good or bad).
biophud
Not sure if this has been posted. An emerging market biotech that caught my eye.
http://biz.yahoo.com/ap/070202/3sbio_ipo.html?.v=1
biophud
New Erbitux clinical trial
http://clinicaltrials.gov/ct/show/NCT00430027?order=1
Dew--Thanks for the info!
biophud
Dew--There has also been lots of talk that MRK and SGP may merge. I seem to recall that in the event of of a SGP merger/buyout the rights to the Zetia and Vytorin drugs would revert to MRK (a barrier to potential bidders other than MRK). Please correct me if I am wrong.
biophud