Replies to post #135111 on Biotech Values

[mcbio]

As per usual, I do not believe that such peptide immunotherapeutics elicit a sufficient immune response. I would personally stay away from cldx even if that means I miss out on a phase iii success.

Did you catch the prior Phase 2 data on the breast cancer MAB ( http://ir.celldextherapeutics.com/phoenix.zhtml?c=93243&p=irol-newsArticle&ID=1434911&highlight= )? I think that data was positive and showed activity for the drug. CLDX will present Phase 2b data at ASCO this year. It is an important binary event for CLDX, much more important than anything that happens with rindo IMHO. Market cap is still just ~$140M. Yes, I remain a very biased long. ; )

[iwfal]

I do not believe that such peptide immunotherapeutics elicit a sufficient immune response.

Calibration and discussion questions if I may (not intended to be confrontational - truly a cal and discussion):

A) do you believe Provenge works? Ipilamumab?

B) if you do believe they work then what differentiates them from cldx's drug or others? What do you believe to be the smoking gun of efficacy?

[bladerunner1717]

re: CLDX

CLDX chart:


http://finance.yahoo.com/q/ta?s=CLDX&t=1y&l=on&z=l&q=l&p=e50%2Ce200&a=&c=


Bladerunner