Replies to post #223497 on Biotech Values

[DewDiligence]

…ClinicalTrials.gov is nice to track the historical development, but does not replace watching company communications.

Absolutely correct. The best places to find clinical-trial changes companies don’t want to talk about is in their SEC filings and CC slide sets.

[dewophile]

It's rare, but at times clinicaltrials.gov can offer useful clues that you cannot get elsewhere IMO. one example is the CELG cd47 drug which amended their inclusion wrt blood transfusion hinting they were getting anemia despite the drug supposedly not causing RBC aggregation preclinically. The drug was otherwise in stealth mode at the time.

more recently is ARRY. Uptake of their braf-mek is strong despite entrenched competitors and while most of this is just bc their combo has a better SE profile (and perhaps better efficacy) and just a case of the cream rising to the top, at least some is due to off label use in braf mutated CRC. The latter is something that might have been telegraphed to some degree by the clinicaltrials.gov site which showed that array closed all their US sites in the colorectal cancer trial around the time of approval in the US most likely IMO to generate some commercial sales in the indication (which they have admitted is really stemming from academic centers many of which were probably part of the trial)