Replies to post #128179 on Biotech Values

[mcbio]

ImmunoCellular Therapeutics (OTC:IMUC) is developing a Phase II GBM candidate. The company has a market cap of USD 47m. Oncologists interviewed by this news service have noted that the drug has a better profile than Celldex’s competing agent, CDX- 110.

Would love to know what the assertion that IMUC's GBM drug has a better profile than CLDX's CDX-110 is based on. Also, CDX-110 is arguably not even CLDX's most important drug, even if it is furthest along. (I think most would say that distinction belongs to CDX-011, the breast cancer MAB with the SGEN ADC now in Phase 2b with top-line results to be reported at next year's ASCO.)

[poorgradstudent]

DNDN:

If the tidbit about them considering an acquisition is true, then what does that say about their "platform"?

Whatever happened to Neuvenge? Why haven't they been able to move any new antigen into the clinic?

I clearly have a bias here, but actions speak louder than words. I really think they lucked out with Provenge, and they know that it doesn't work they way they advertise it to work... and hence they're not exactly desperate to follow up on the platform.

That's my take. From a perpetual DNDN-bear.