Replies to post #91828 on Biotech Values

[DewDiligence]

Ipilimumab blocks the effect of cytotoxic T-lymphocyte-associated antigen-4 (CTLA-4), thereby enhancing the signaling between antigen-presenting cells and activated T-cells via the CD28 receptor on T-cells.

More to come later on your other questions.

[north40000]

Having held MEDX for several years before BMY's buyout, I suggest trying:

1) old MEDX web pages for discussion of MOA and results. I do not know whether they still exist, except in my files.

2) Bing or Google James Allison[MSK], or try articles by Weber[Moffett]in connection with anti-CTLA-4 mab or ipi, and discussion of MOA and results.

3) send a message on Y! message board to quackinvestor or maphere, asking them the same questions.

4) numerous blogs anecdotally reporting results.

5) try contacting former MEDX CEO Donald Drakeman or CSO Lonberg[now retained at BMY]---each may have copies of slides presented at annual meetings of MEDX shareholders in years past.

6) I recognize the quite distinctive back of the patient pictured in the slides Dew posted. Obviously that patient has been followed for some time now. The last slide or 2 I do not remember seeing before.

7) try getting some help from BMY itself ....I have not had a chance to listen to Investor presentation where slides were presented.

[dewophile]

re ipilimumab

These are very impressive pictures

yes but don't get carried away - other companies have had CRs in early trials of melanoma, and i don;t need to remind you of the success rate historicaly in this indication

Any sense for the % of patients who respond to therapy?

about 10%. i would suggest you check for old abstracts for both CTL4 antibodies (pfizer has one in development) - we're not talking huge response rates here (but if they can get druable responses and CRs then that will be quite meaningful even with a modest overal RR)

[genisi]

I would keep PLX4032 (R7204), a BRAF inhibitor on my list.