ImClone Systems Inc (formerly IMCL)

[jbog]

In a nutshell,

It looks like pacce is a longshot and Amgen is "Deferring" (putting on hold or cancelling) a number of it's pani phase III trials.

To me that's not a vote of confidence. I have one problem with the street and how they talked up Pani and that's that PANI has not shown ONE benefit in any combo trial. Not One, Not Yet.