Replies to post #96841 on Biotech Values

[rkrw]

No position? :) CR is certainly impressive. But moving onto a phase 2 study. Big deal. Standards of care in pancreatic may be a moving target in the next few years so it could turn out to be a little late to the game. They'll probably need to do a fund raise before year end so their cash levels don't get to desperate levels next year. If you like it you may as well hold off and invest directly in the PIPE and pickup big warrant coverage.

[mcbio]

Re: TH-302 pancreatic cancer data

I breifly read the TH-302 results for their combo trial and noticed the pancreatic cancer arm TH-302 + gemcitabine combo trial had a complete response and a number of CR's. I hav no position in THLD at the moement - but would enjoy hearing comments on the results.

It wasn't a controlled trial so it very well could have been the gemcitabine itself that was entirely responsible for the CR and the additional PRs. There's no way of knowing until a controlled Phase 2 is done if TH-302 is an active drug.

[rkrw]

Just doing some digging on pancreatic. Abraxane showed 5/67 with CR's in a P2 combo with gemcitabine. Median survival 10.3 months vs 6.4 months for THLD.

http://ca.news.finance.yahoo.com/s/31052009/34/biz-f-business-wire-new-data-demonstrate-anti-tumor-activity-abraxane-combination.html