Biotech Values

[mcbio]

There is also this possibility in case anyone missed it

www.asco.org/ASCOv2/Meetings/Abstracts?&vmview=abst_detail_view&confID=102&abstractID=76766

Thanks summer. I wasn't aware of pre-clinical testing of custirsen with enzalutamide. Perhaps that drug can have a role in combo down the road.

IMO, the major issue in investing in OGXI at this moment is that we dont know how these approvals (of abi after (& before?) chemo & mdv3100 after chemo) will mess up the existing OGX trials, especially the SYNERGY trial, which is open label. Even though I trust TEVA, I am not sure if even TEVA can skirt around the interaction issues.

Otherwise, I don't share the other expressed concerns (there is no money/time/room for another drug, OGX-011 & 427 are antisense drugs or the chemo in mCRPC going away).

My biggest concern in potentially investing in OGXI (I don't have a position yet) is the disclosure by TEVA that they will be making decisions on some of their partnerships in December as part of a portfolio review. That tells me certain partnerships are likely on the chopping block. If custirsen is one of them, and I doubt it is but it's at least a possibility, then OGXI will likely get a lot cheaper than it is even now. I would, however, view that as an ideal entry point for me personally.