Biotech Values

[mcbio]

Clark or Mcbio: With respect to the Phase III Rindopepimut (CDX-110) in Glioblastoma EGFRvIII+, 8 out of the 33 trial locations are in India - any worries that the FDA might wet their diapers about any potential trial protocol violations? I would guess that India might be worse than Eastern Europe in this respect.

I'm long CLDX for 011, not 110. I view 110 as a fallback option, along with the rest of the pipeline, in the event that the Phase 2b results for 011 disappoint. But, I am of the opinion that the 011 results are the key potential value-driver for CLDX. Let's just hope the data comes through.