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TLOG.
The IAP class of drug has an issue with liver enzymes at therapeutic doses. Maybe just a really simplistic way of looking at this, but personally, I dont know how it would be successful given HBV is already compromising the liver, and the drug itself is likely to further enhance a bad effect on the liver. Perhaps you dont need as high a dose in HBV as you would in solid tumors ( which has the elevated liver tox issues), thereby, not coming across associated liver tox, but i havent really looked.
Again...just my general off the cuff first thought observations. I am sure someone much smarter here could opine more about it.
Thanks for the thoughts. This is a really good topic for discussion.
So in terms of CAR-T / DART / TCR out there right now, I see Hutchinson (JUNO) has an AML MDS trial going on right now, NVS has some preclinical on CD123.
Juno looks like theyre using a TCR approach (i think). Novartis CAR-T. Macrogenics using the CD123 DART.
Is there any human data to see if these approaches will work in humans in the AML MDS indications? It's clear in the indications such as DLBCL, ALL, etc., CART, BITE approaches are doing something incredibly special. What would be the primary reasons one would expect similar results in AML MDS as seen in DLBCL ALL? Or, what would be the primary reasons you would NOT see similar results?
AML is a nasty disease and the indication is wide open right now for a massive groundbreaker (with the exception of what AGIO has done in those specific mutations). So, if MGNX DART could show what CAR-T has shown in other blood disorders, obviously could be huge for the stock.
thanks...
$CLDX
what did everyone make of the GBM data? Twitter seems to love it.
Small data. Combination. ...not that the sellside analysts wont run with it...
Yes.
My question is what do you like about ARRY
Right, why isnt it surprising?
The CFO gave 6 months notice... hardly a "get me the hell out of this company and get me out quick"...
Why surprising?
RTRX
Is there any chance this stuff would work in male pattern baldness?
yeah, theres almost a zero percent chance they issue 20M shares...
20M shares?
GMAFB. So you think theyre going to dilute the company by nearly 50%?
Why arent they already?
Any idea how the votes went?
Thanks
I agree. It's early. The science seems to be there, and its a logical combination. But, way too early to make any big conclusions.
"Comments"
You are just kidding right, or no?
The stock was at 4 or so a month ago, and up substantially yesterday while broader biotech opened higher and closed ln lows with overall market tkday. I personally dont make much of these swings at all...same questions were asked of price action at 4 - 5.00.
What did you think of the inlicense?
That's the only reason I see...
I know of PLENTY of biotech boards which are the exact opposite of what is being inferred of TGTX's BoD....and guess what? --- The Boards completely suck and aren't aligned with other investors at all...except for lining their own pockets with a nice social security annuity.
The data I am referring to in DLBCL Is this...
http://investors.karyopharm.com/releasedetail.cfm?ReleaseID=851593
If CUDC-907 could cure MM, Curis would choose CLL. If CUDC-907 worked 100% of the time in solids, Curis would choose liquid tumors.
Basic math: Curis doesn't know what theyre doing.
The 427 fiasco...they literally wasted 1.5 years because they decided to dose 2x the DLT dosing of Roche.
Now even companies like TLOG are lapping them in IAP programs, when Roche gave them one on a silver platter.
It's a Harvard Business School example of how incompetent management can destroy "potential".
Dan may be "gone", but he hired Ali....never forget that (he also hired the previous 2 CMO's that he fired later on...claiming that they were the ones that screwed everything up).
If you happened to listen to their last presentation, they are "evaluating" an expansion cohort in MM.....hardly an endorsement of efficacy.
So, now theyre stuck with DLBCL when other companies are now getting multiple CRs in early studies in this indication.
Move on to CUDC-427. Novartis testing their IAP in MM, MDS, lymphomas, ovarian, breast, MF. Curis decides to stick to MALT lymphomas as one heavy concentration along with ovarian. MALT lymphoma....an indication which can be cured early with antibiotics.
Meanwhile, Curis, with their PI3K HDAC, still wasting their time in lymphomas...lol
Please explain (would love to hear your thesis behind that statement).
Thanks.
Really appears that BMS is in the middle of the pack in IO now where they were once very far ahead. At least thats the sentiment I get.
Clinging to Ipilumimab is a bad move, IMO. (and I don't hear very much from LAG3)
Recent selloff IMO has nothing to do with company specifics...its up 10% on good days, awful on bad days. There's zero liquidity for any ETF induced sell program.
Did you happen to see they reformulated TG-1202 and is now supposed to be ~3x more potent than previous formulation?
It seems to me, that every time you guys argue about p-values, and OBF, and what statistical this or that the company is using, its generally a negative outcome. Am I wrong? If the drug really worked well, it shouldnt really be this difficult. IMO.
Youre about 2 weeks late....
The article was sourced by a moron who was watching Facebook forum posts of patients in another PKAN trial and didn't bother to inquire as to what drug it actually is. There is another drug in PKAN patients right now being trialed.
RE-024 has not dosed yet (this week).
Innate Pharma acquires full rights to ANTI-NKG2A checkpoint inhibitor from Novo Nordisk A/S
February 5, 2014
Novo Nordisk to reinforce its equity stake in Innate Pharma
Marseille, France and Bagsværd, Denmark, 5 February 2014
Anti-NKG2A is a first-in-class therapeutic mAb that is Phase II ready
NKG2A is a NK and T cell checkpoint relevant in both inflammatory disorders and immuno-oncology
Innate Pharma will prioritize development of anti-NKG2A in immuno-oncology and trials are expected to start in 2014
Agreement subject to approval by Innate’s shareholders on March 27, 2014
Innate Pharma SA and Novo Nordisk A/S today announce that Innate Pharma has acquired full development and commercialization rights to the anti-NKG2A antibody, a first-in-class immune checkpoint inhibitor ready for Phase II development in oncology from Novo Nordisk.
Novo Nordisk conducted a large Phase I safety trial with anti-NKG2A in patients with rheumatoid arthritis, demonstrating a good safety profile for both iv and sc routes at single and multiple administrations. Novo Nordisk has decided to advance other compounds for further development in inflammation, including anti-NKG2D , currently in Phase II development and generated within the collaboration between Innate Pharma and Novo Nordisk.
Novo Nordisk will receive 2 million euros in cash and 600,000 shares for licencing anti-NKG2A to Innate and be eligible to a total of 20 million euros in potential registration milestones and single-digit tiered royalties on future sales. The acquisition of the Innate shares is subject to approval by Innate’s shareholders’ at an extraordinary general meeting on 27 March 2014.
CDX-1135 (complement inhibitor). N=5 trial and its been in enrollment now since, I don't know, late 2012, early 2013? Even if they enrolled patient N1 in the summer (which they claimed it would be easier bc of school vacation ((horseshit imo)), this has to be one of the slowest N=5 trials I have ever seen. Maybe they are getting their clinical development advice from Curis management?
Either way, I think rindopepmut will fail and their CDX-011 BrCa study should do ok (assuming one can get over the earlier line patients they are enrolling compared to previous study). I think a lot of value right now is baked into CDX-1127 because its an IO asset.
No position in CLDX now....not really interested in getting back in either, unless one of their drugs shows me something special.
I tend to agree with the statement that IPH.PA Kir is more valuable than any IO asset CLDX has at this point (I still think CLDX has a bunch of IO junk, despite taking 600% or so on it last year).
Whether CLDX deserves a broken out $1B value on CDX-1127 is anyone's guess, but, IF CLDX rightfully deserves that value for 1127, I would think IPH.PA deserves at least that valuation, perhaps even much much more over time.
Why not?
Assuming Mayo stopped enrollment because Geron is going to begin a randomized Phase 2 (an entire new large scale trial), why would Mayo stop enrollment for broader study, yet keep the study open to enroll 2-4 more patients?
GERN
This is a "high class problem" to have!
Lets spend the next 72 hours arguing if these are real responses or not, lol.
GERN
So how can Ariad and FDA come to such different conclusions as to what represents AEs?
That is part of the case here, is it not?
Well maybe that idiot Pazdur has come to the realization of what a foolish decision it was to pull the plug on Iclusig.
Doubtful considering they just had large layoffs
The one takeaway in this SRPT i got is this: reading tea leaves is for suckers.
If you read all the brilliant themes on Twitter about SRPT, you would have thought AA was a given because "a Board member is friends with Obama and Obama and this Board member met at a dinner which Woodcock attended etc.", and several other of these anecdotes. FDA members in photo opps with DMD moms etc etc.
I held a small position in this, and was surprised, but what can you do. It was never a given, it was always a gamble and i lost.
GSK?
Didnt GSK just royally screw up the trial design of the RNA trial?
Biopearl, these are exactly points I have asked about (and JQ kindly opined). It is a reasonable assumption to think that (I would suspect).
Blood resolution leads to less stress on the liver and spleen. So Blood effect --> Spleen effect. If this is the case, it would suggest a delayed effect (whereas Jakafi with a completely different MOA is focused straight out of the gate at the secondary symptoms of MF, so naturally, those would come quickly).
But who am I to say anything...I'm no scientist or oncologist.
This is really slicing and dicing stuff so let's try and look at this another way: