Biotech Values

[poorgradstudent]

ARIA:

>As I understood it, they are no longer looking to establish the MTD. They are fine tuning the phase 2 dose around the highest dose tested to date. They have achieved a dose that provides the necessary level of target kinase suppression so they believe that pushing to an MTD is unwarranted.

BTW: I think it's great they are doing all these trials. They might all pay off handsomely, but the increase in R&D expenses is fairly dramatic. I was surprised at the size of the increase in SG&A. I am worried they might need to do another cash raise mid 2014. There is very little room for error here.<

There was a little discussion on twitter about this yesterday. As DonShimoda pointed out, it seems like they're trying to find one dose to inhibit them all... I suspect the EGF-R side is proving more difficult.

My view is that they need a partner for '113. I'm of the general impression that developing for solid tumours is much harder than for heme onc indications, so being thorough would pay off in the long run. There are lots of molecular phenotypes they can go after, and they need to test each one and test it well. The best way to do that is through a partner with deeper pockets.