Biotech Values

[bladerunner1717]

re: CLDX

McBio,

From sources that I have read it seems to have been a purely business decision at PFE. This is a pretty niche market. Furthermore, the vaccine requires GM-SCF, which is only manufactured by Genzyme. It could be that PFE wasn't particularly interested in having to deal with Genzyme, who now becomes a potential partner for CLDX on the drug.

The real gem in the CLDX pipeline is supposed to be CDX-011, a conjugated antibody using the Seattle Genetics (SGEN) technology, for triple negative breast cancer, a huge market. Perhaps David Miller might chime in on that drug, since he follows SGEN closely.


Bladerunner