Replies to post #172487 on Biotech Values

[bladerunner1717]

re: MEIP vs. CRIS

McBio,

You neglected to mention, as you usually do, the respective market caps of the two companies. Furthermore, CRIS has over 4X the outstanding shares of MEIP. And MEIP has a much stronger management team, IMO, at least on paper.

You tend to assume that a dual inhibitor is necessarily better than a single inhibitor, and I don't think that is necessarily always the case.


Bladerunner

P.S. I own both, but a much larger position in MEIP

[biocqr]

Beyond actual CR rate is the question of durability. Although CR % is high, how durable are the CRs?

Not MDS but in a P1 with Procinostat as a mono in elderly AML there were 2/14 CR's...durability was 362 and 206 days.

poster...

https://docs.google.com/viewer?url=http%3A%2F%2Fwww.meipharma.com%2Fsites%2Fdefault%2Ffiles%2FPracinostat%2520-%2520Arm%2520B%2520%2528ASH%25202010%2529_0.pdf


MDS P2 poster... median duration of response 45 days..

https://docs.google.com/viewer?url=http%3A%2F%2Fwww.meipharma.com%2Fsites%2Fdefault%2Ffiles%2FPracinostat%2520Poster%2520-%2520ASH%2520%2528Dec%25202012%2529.pdf

[biocqr]

MEIP - MEI Pharma Initiates Phase II Clinical Trial Of Pracinostat In Refractory Myelodysplastic Syndrome

Data from Three Ongoing Phase II Trials of Pracinostat Anticipated by Year End

SAN DIEGO, Jan. 14, 2014 /PRNewswire/ -- MEI Pharma, Inc. (Nasdaq:MEIP), an oncology company focused on the clinical development of novel therapies for cancer, announced today that the first patient has been dosed in a Phase II clinical trial of Pracinostat, the Company's investigational oral histone deacetylase (HDAC) inhibitor, in patients with myelodysplastic syndrome (MDS) who either failed to respond or maintain a response to a hypomethylating agent (HMA) alone.

http://www.nasdaq.com/press-release/mei-pharma-initiates-phase-ii-clinical-trial-of-pracinostat-in-refractory-myelodysplastic-syndrome-20140114-00591