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Saturday, December 10, 2005 1:14:54 AM
spartex - AGEN,
There are some slight differences of opinion on AGEN here.
Dew thinks the CEO is a crook while I think he is the reincarnation St. John the Baptist. PGS thinks the cancer vaccine is a worthless crock while I think it is a miracle that will save thousands of lives.
Possibly I have overdramatized differences of opinion a wee bit.
Little doubt that AGEN has a particularly ambitious goal of changing what passes for minds at the FDA. The FDA has told AGEN they won't accept the results of the current RCC pivotal trial by themselves for registration.
Did "John the Baptist" fire loyal employees at Christmas because he lost confidence in the results of the pivotal trial or because he just thought it would be nice to save a bundle?
I don't have any real good answers.
The trial has gone on for a very long time, far beyond expectations. That is good except that it can strain finances and looking for financing these days is not a notably happy experience.
Communications with the FDA nor with potential partners may not be encouraging.
You can easily find the scenario that agrees with your prejudices.
My own thought is that if the results are very good, the price of the stock is probably very cheap. Modest statistically significant success may even result in a decline. In either case doubts will persist about the revenue potential of an autologous vaccine. The increased focus on combo treatment might provide a hint about current thinking.
One odd straw in the wind is that initiation of the 2nd pivotal RCC trial has been cancelled. The reason given was the difficulty of distinguishing Stage III from Stage IV. That is precisely the problem that may have damaged the first pivotal trial.
Best, Terry
There are some slight differences of opinion on AGEN here.
Dew thinks the CEO is a crook while I think he is the reincarnation St. John the Baptist. PGS thinks the cancer vaccine is a worthless crock while I think it is a miracle that will save thousands of lives.
Possibly I have overdramatized differences of opinion a wee bit.
Little doubt that AGEN has a particularly ambitious goal of changing what passes for minds at the FDA. The FDA has told AGEN they won't accept the results of the current RCC pivotal trial by themselves for registration.
Did "John the Baptist" fire loyal employees at Christmas because he lost confidence in the results of the pivotal trial or because he just thought it would be nice to save a bundle?
I don't have any real good answers.
The trial has gone on for a very long time, far beyond expectations. That is good except that it can strain finances and looking for financing these days is not a notably happy experience.
Communications with the FDA nor with potential partners may not be encouraging.
You can easily find the scenario that agrees with your prejudices.
My own thought is that if the results are very good, the price of the stock is probably very cheap. Modest statistically significant success may even result in a decline. In either case doubts will persist about the revenue potential of an autologous vaccine. The increased focus on combo treatment might provide a hint about current thinking.
One odd straw in the wind is that initiation of the 2nd pivotal RCC trial has been cancelled. The reason given was the difficulty of distinguishing Stage III from Stage IV. That is precisely the problem that may have damaged the first pivotal trial.
Best, Terry
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