Replies to post #179127 on Biotech Values

[mcbio]

CRIS

If you happened to listen to their last presentation, they are "evaluating" an expansion cohort in MM.....hardly an endorsement of efficacy.

Agreed that they have been generally talking more about the DLBCL indication.

So, now theyre stuck with DLBCL when other companies are now getting multiple CRs in early studies in this indication.

Which companies (and drugs) are you specifically referring to here?

Move on to CUDC-427. Novartis testing their IAP in MM, MDS, lymphomas, ovarian, breast, MF. Curis decides to stick to MALT lymphomas as one heavy concentration along with ovarian. MALT lymphoma....an indication which can be cured early with antibiotics.

I honestly don't care as much about 427 and have some doubts of my own on that one. If they can manage to show efficacy in ovarian, though, with manageable safety (think there were some issues in ovarian in the Phase 1), presumably that alone could be enough to move the dial here at ~$150M market cap. I have read similar on MALT being easier to cure but maybe they are talking about more advanced MALT that's not readily curable with an antibiotic? Not sure.

All told, I'm primarily long CRIS for 907. I want to at least give the company until the next big update on the drug (ASH this year?) until I decide what I want to do. If I lose faith in 907 at any point, I'll probably sell and move on.

[mcbio]

CRIS

So, now theyre stuck with DLBCL when other companies are now getting multiple CRs in early studies in this indication.

Based on slide 10 of their most recent presentation (http://www.curis.com/images/stories/pdfs/Curis_Corporate_Overview.pdf ), CRIS will also be testing CUDC-907 in a Phase 1b trial in a subpopulation of breast cancer patients in 2H14. Not sure what specific sub-group they plan to test the drug in.