Biotech Values

[bladerunner1717]

re: CLDX CC notes 2Q12

They also telegraphed their intentions to concentrate on the "high-expressors" in the Phase III.

Did I hear them correctly when they said that triple-negative plus high-expressors constitute 35% of all breast cancer patients?


P.S. I don't think $60-80 million in the current environment is such a big chunk of change. If they don't get a deal at least as good as the one ECYT got from MRK, then I'll be really disappointed. GPNMB is expressed on other tumor types besides breast. These are potentially huge markets.

Did you hear the one analyst say that CLDX had the best immunotherapy pipeline for cancer of any pharmaceutical or biotech company?


Bladerunner