No surprises at the meeting. Most info we already know.
Enmd 2076: selective partnering discussions. Merck’s problems with their kinase inhibitor gave potential partners cold feet in the past discussions. Our preclinical tox studies look good but potential partners may want to see human data first.
Slide of “before and after” of several tumors looked nice. The “before” tumors looked very vascular. The “after” tumors were shrunken and very very pale.
MKC-1: Entremed smarty pants know more about this drug than did Roche smarty pants. The feeling I got was continuous low dosing may be the key to boosting this drugs status.
Enmd 1198: 2H’08 more phase I and start of phase II trials.
Thalidomide: Mo’ Money, Mo’ Money. Royalty revenue to increase when European approval and Pharmion acquisition by Celgene, fully kicks in. Look to ’09 for this to take full effect.
Panzem for RA: On track for phase 1 and 2. I believe phase 3 is when a partner will be considered, not sure.
Goals: 1. Strong single agent studies with clear mechanisms of actions. 2. Partnering 3. Stay the course and keep track of spending. 4. Collect them Thal royalties.
Aaron
P.S. Good coffee but only sticky buns and fruit available. Requesting donuts or bagels for next meeting:^)
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