Biotech Values

[mcbio]

interesting points on Celldex. Do you think they'll ever re-partner?

It's hard to say. Perhaps that may only occur after their Phase 3 results as a prospective partner may want to see some controlled data first. But, I honestly don't care so much about the GBM vaccine. I'm long CLDX primarily for the breast cancer MAB with the SGEN ADC. That's what intrigues me the most in their pipeline. The ASCO readout next year on the Phase 2b data for that drug is shaping up to be a key event for CLDX. Hopefully they will present positive data.