CDX-1135 (complement inhibitor). N=5 trial and its been in enrollment now since, I don't know, late 2012, early 2013? Even if they enrolled patient N1 in the summer (which they claimed it would be easier bc of school vacation ((horseshit imo)), this has to be one of the slowest N=5 trials I have ever seen. Maybe they are getting their clinical development advice from Curis management?
Either way, I think rindopepmut will fail and their CDX-011 BrCa study should do ok (assuming one can get over the earlier line patients they are enrolling compared to previous study). I think a lot of value right now is baked into CDX-1127 because its an IO asset.
No position in CLDX now....not really interested in getting back in either, unless one of their drugs shows me something special.