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JBC paper-->Erbitux active against mutant EGFR
http://www.ncbi.nlm.nih.gov/entrez/query.fcgi?db=pubmed&cmd=Retrieve&dopt=AbstractPlus&l...
Publication--Erbitux phase II data.
http://www.ncbi.nlm.nih.gov/entrez/query.fcgi?db=pubmed&cmd=Retrieve&dopt=AbstractPlus&l...
New paper that uses Imclone's anti-IGFR antibody.
http://clincancerres.aacrjournals.org/cgi/content/abstract/12/20/6153
New Erbitux trial in panc cancer.
http://www.clinicaltrials.gov/ct/show/NCT00395252?order=1
New paper from a group in Israel. Uses a fusion protein (derived from c225) to direct T-cells to EGFR.
http://www.ncbi.nlm.nih.gov/entrez/query.fcgi?db=pubmed&cmd=Retrieve&dopt=AbstractPlus&l...
Re: Corky/jbog-Annual report
When I went through the annual report, I did not see any new info. However, one sentence caught my eye.
"To avoid sacrificing the long term potential of the company to meet near-term expectations for growth and profitability, we have concluded that added scale is necessary" p44
A couple of quick comments/questions.
What does "additional scale mean"? Imclone would appear to have enough cash, enough production capacity, and a good early stage pipeline. Are they referring to clinical development teams and/or marketing/sales force teams that only a big pharma would have?
The strategic review has been conducted, IMCL was taken off the block, and now Carl is on board. Does IMCL still seek "additional scale"?
Any comments?
Biophud
New paper on Erbitux pharmacokinetics.
http://www.ncbi.nlm.nih.gov/entrez/query.fcgi?db=pubmed&cmd=Retrieve&dopt=AbstractPlus&l...
New PDF file-Cancer Drugs in development. Lots of info on cancer drugs. Mentions several IMCL drugs. I noticed that Billy Tauzin's name was on the Doc. Is this the same Tauzin involved with the congressional hearing several years ago?
http://www.google.com/search?client=safari&rls=en&q=MLN8237&ie=UTF-8&oe=UTF-8
New trial-Erbitux for rectal cancer.
http://clinicaltrials.gov/ct/show/NCT00392470?order=2
New trial-Erbitux for endometrial cancer.
http://clinicaltrials.gov/ct/show/NCT00392769?order=1
New publication from Imclone.
http://www.ncbi.nlm.nih.gov/entrez/query.fcgi?db=pubmed&cmd=Retrieve&dopt=AbstractPlus&l...
New Trial-->Erbitux + Dasatinib (BMS-354825)
http://www.clinicaltrials.gov/ct/show/NCT00388427?order=1
Re: New paper about treatment of anti-EGFR-induced rash.
http://www.ncbi.nlm.nih.gov/entrez/query.fcgi?db=pubmed&cmd=Retrieve&dopt=AbstractPlus&l...
Dew-Thanks for your insight.
Dew-Question about anti-VEGF. Genetech uses an antibody fragment for AMD. Imclone also has developed an anti-VEGFR-2 Fab (see link).
http://www.ncbi.nlm.nih.gov/entrez/query.fcgi?db=pubmed&cmd=Retrieve&dopt=AbstractPlus&l...
Are manufacturing concerns/costs the primary reason to use an antibody Fab rather than full length IgG? Or is there a scientific reason why the full length would be undesirable in AMD due to activation of antibody effector functions? Full length IgG should have a longer half life. Is Genetech on good scientific grounds when they warn against using Avastin for AMD? Any thoughts/comments would be appreciated. Thanks in advance.
Corky--I know that everyone is focused on competition from Amgen, but what about YMI as a competitive threat? Thanks in advance.
FYI--An interesting biotech that I came across-->Biotech Pharmacon--A company working on beta-glucans-->Immune stimmulants that can enhance the efficacy of MABs. In their presentation they mention Herceptin and Rituxin (I did not see a reference to Erbitux).
http://www.biotec.no/category.php/category/Soluble%20Beta%20Glucan%20%28SBG%29/?categoryID=71
Corky--What does your 55 target assume? 1. 1st line CRC approval? 2. NSCLC approval? 3. Pancreatic approval? Thanks in advance?
Corky--Any connection between the eMerck bid for SRA and the SRA bid for Imclone?
Re: jbog <For all practical purposes no. Panitumumab exhibits a much higher affinity than Erby, in other words it attacts the tumor egfr more efficiently. >
Just a quick comment. There is not necessarily a direct correlation with EGFR affinity and the ability of an AB to penetrate/attack tumors.
A 2003 JBC paper (Vol. 278, No.44, 43496-43507) from Imclone may be relevant to this discussion on AB affinity. In the discussion section, the authors address antibody affinities as it relates to therapeutic efficacy (based on the work of other laboratories). The key points are outlined below:
-- The affinity of a MAB needs to be 10^-8 M or greater
-- Some investigators presume that higher affinity is better
-- Do affinity increases beyond 10^-9 M enhance efficacy? Limited data on this question. However, there is one study (Adams et. al.) which looked at ErbB-2 ABs with increasing affinities. ABs with affinities (10^-8 M--10^-9 M) penetrated the tumor more efficiently than antibodies with higher affinities (10^-10 M). The higher affinity antibodies were more likely to be trapped around the perivascular tumor cells.
--My read?there may be a point of diminishing returns in which increasing antibody affinity results in diminishing therapeutic efficacy.
New Erbitux trial for panc cancer.
http://clinicaltrials.gov/ct/show/NCT00383149?order=2
Amgen's site for vectibix.
http://www.vectibix.com/
Re Carl--Does anyone think that the votes of individual shareholders will come into play? Just curious if anyone has run the numbers.
New Erbitux Clinical Trial
http://www.clinicaltrials.gov/ct/show/NCT00381706?order=1
Question for the board regulars. Is there precedent for bundling of pharmaceuticals by pharma/biotech companies (selling multiple products together at a discount rate)? Specifically, in the case of Amgen, would it be possible/legal to bundle Vectibix with Amgen’s supportive care onc products (EPO and Neupogen) or Amgen’s future onc products. Would such an arrangement legal? Would it violate any antitrust laws? Any comments would be greatly appreciated.
Amgen approval on Yahoo News.
New paper--Therapy-induced acute recruitment of circulating endothelial progenitor cells to tumors.
http://www.ncbi.nlm.nih.gov/entrez/query.fcgi?db=pubmed&cmd=Retrieve&dopt=AbstractPlus&l...
Here is the Cogenesys (spun off from HGSI) web site. Any comments?
http://www.cogenesys.com/main/index.asp
FYI--UCB's proposed acquisition of Schwarz Pharma
http://w3.cantos.com/06/ucbgroup-609-gqcmk/index_main.php?task=disclaimer&language=en§io...
VEGF as a neg regulator of erythropoiesis. Paper uses IMCL's DC101 Ab.
http://www.ncbi.nlm.nih.gov/entrez/query.fcgi?db=pubmed&cmd=Retrieve&dopt=AbstractPlus&l...
Also Regeneron has a patent using VEGF inhibitors to treat anemia.
http://appft1.uspto.gov/netacgi/nph-Parser?Sect1=PTO2&Sect2=HITOFF&p=1&u=%2Fnetahtml%2FP...
New paper from a French group. IGFR as a mechanism of resistace to EGFR inhibitors (gefinitib).
http://www.ncbi.nlm.nih.gov/entrez/query.fcgi?db=pubmed&cmd=Retrieve&dopt=AbstractPlus&l...