Tuesday, August 09, 2016 11:08:09 AM
FGEN:
For ITMN they used HRCT (for ASCEND) or biopsy to confirm IPF though I imagine its less involved then measuring the amount of fibrosis what FGEN is doing. For CAPACITY I think they may have used more biopsy proven. Not sure about what BI did. I think the patient populations are similar too, based on FVC/DLCO at least.
Here is the NEJM Nintedanib link for anyone interested (I forgot to include it in my prior post)
http://www.nejm.org/doi/full/10.1056/NEJMoa1402584#t=article
If it were just slowly enrolling here but they moved extremely slow from initial pilot results too. I remember asking about the medarex royalty around the time either right before/after they were acquired and thinking InterMune was 1-2 years ahead of them (As an ITMN long at the time I was too pessimistic I guess
). My hope is that they really have identified characteristics that will lead to optimal results.
On PC I asked about the 028 study and if you follow this thread with Peter and jq there are links to the ASCO presentations.
https://twitter.com/MauriceOnTW/status/760236678048985088
On last nights call too they talked about the data the link to the transcript and then a section I highlighted are here:
https://twitter.com/SudhanvaRaj/status/762843100385386497
For ITMN they used HRCT (for ASCEND) or biopsy to confirm IPF though I imagine its less involved then measuring the amount of fibrosis what FGEN is doing. For CAPACITY I think they may have used more biopsy proven. Not sure about what BI did. I think the patient populations are similar too, based on FVC/DLCO at least.
Here is the NEJM Nintedanib link for anyone interested (I forgot to include it in my prior post)
http://www.nejm.org/doi/full/10.1056/NEJMoa1402584#t=article
If it were just slowly enrolling here but they moved extremely slow from initial pilot results too. I remember asking about the medarex royalty around the time either right before/after they were acquired and thinking InterMune was 1-2 years ahead of them (As an ITMN long at the time I was too pessimistic I guess
). My hope is that they really have identified characteristics that will lead to optimal results. On PC I asked about the 028 study and if you follow this thread with Peter and jq there are links to the ASCO presentations.
https://twitter.com/MauriceOnTW/status/760236678048985088
On last nights call too they talked about the data the link to the transcript and then a section I highlighted are here:
https://twitter.com/SudhanvaRaj/status/762843100385386497
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