InvestorsHub Logo
icon url

Ready4bluesky

11/27/15 7:30 PM

#45911 RE: flipper44 #45910

Thanks, just one question. If enrollment were complete, why wouldn't they announce it? I don't see how that could be spun in a negative fashion and it would provide a much needed sign of trial progress and completion of a major milestone. Makes no sense to keep it a secret.
icon url

Tony888

11/28/15 8:12 AM

#45925 RE: flipper44 #45910

Scenario A: If Celldex 2nd interim results are better in NWBO's egfrIII subclass ( I peronally don't think they will be), NWBO would want to know that slightly ahead of approval v. slightly after approval, instead of being blindsided by results that would change their labeling, manufacturing forecasts and regulatory consideration throughout the USA, Germany, Great Britain and Europe. If Celledex results in that subclass came out afterward it might also have a predictable but otherwise unavoidable hit on share price. This is also of Benefit to Celldex for obvious reasons.



Never thought of this angle. There are 2 aspects to consider

1) How much more or less effective Rindopepimut will be against DC- Vax L on the eIII subclass. We won't know this until both PIII results are known. Any educated guess here? Primary end points are also different. PFS vs OS. So, until DC-Vax secondary end points are known, we cannot really judge the difference.

2) Cost of treatment. Which one is cheaper to produce? Going to see if I can try to dig up an answer to this. If someone here already knows the answer, please post.