Replies to post #85561 on Biotech Values

[drbio45]

Re: CYCC


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the ceo got the stock to move from the twenty cent range by showing that his drug was better than Genzyme's and Vion's that were in front of the FDA with open label phase 2 data, and he intimated he could do the same thing.
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I haven't compared CYCC data to Genzyme and Vion yet. Can you summarize a comparison of the data for me if you know it off-hand? Otherwise, I'll find it.

I think this data is better than genzyme's and definitely Vion's the issue is that Simos was saying he could run a small open label trial that would be cheap and he wouldn't have to partner. Now he has to partner and will not get data for a long time

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when the odac panel meeting was exposed showing that the fda advised genzyme that they didn't want open label phase 2 data in the first place I was surprised that cycc was able to stay near a dollar
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It's still just a $25 million market cap, which is nothing. If there's any legitimate potential for this compound at all, a $25 million market cap starts to look very, very intriguing.

you are right it is cheap, but what if the bio window closes. what do they do without the funds to get a trial done?

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It is going to take a long time to run a randomized phase 3 study. They will have to dilute quite a bit. Not sure how the preferred stock effects the equation.
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So, you don't believe CYCC will be able to land a partner with this data? Any particular reason why? You may be right. I'm just curious.

I am not saying that I just do not know.

[ronpopeil]

I started a position in CYCC. The news a few days ago was pretty good. Merriman has a buy rating and a $7 target. It's a speculative play but may be worth holding onto for a while. Just hope they don't do an MBRX type of deal.