Onyx - A 'Must Own' Biotech For 2013 [View article]
In the short run, both agents compete for the same dual refractory patient population. Long run, they will probably be given in combination or sequentially given the different MOAs.
Biotech Portfolio Update: 2012 Summary And 2013 Outlook [View article]
Sorry, I don't follow IMUC closely.
Steven- my main fear is that if you accept 1 mg/kg is highly efficacious and 1.5 mg/kg isn't, the difference in terms of exposure is probably not meaningful. So going forward when you have large number of patients, some of them might have exposure similar to 1.5 mg/kg.
ASH 2012 Preview: Top Picks For Upcoming Blood Cancer Meeting [View article]
I disagree with their assessment and believe there is a high (~70%) probability of approval, but that scenario cannot be ignored. The negative overall survival trend is definitely there. While I view it as a minor issue that can be easily explained by tivo's activity, the bottom line is that the control arm did better than the experimental arm.
AVEO Pharmaceuticals: Attractive Following Recent De-Risking Events [View article]
With respect to Sutent, you're correct (actual number is 11 months) and AVEO can't claim tivo is superior than Sutent, only that it is much safer. Geographical distribution- Votrient was also approved based on a p3 conducted primarily in eastern europe. Nexavar - This was my main point but turns out that Nexavar can be used more efficiently, probably due to management of AEs.
AVEO Pharmaceuticals: Attractive Following Recent De-Risking Events [View article]
Thanks both for the feedback.
mabiotechinvestor, there are all sorts of parameters I didn't include. Including cash can go both ways as AVEO will have to raise more cash to support development in additional indications, not to mention establishing a US sales-force. There is obviously additional value in their early stage pipeline and discovery platform.
SNTA's current valuation is fair based on the assumptions I provided in the article. Needless to say, these are just assumptions and changing them can take you to different directions in both ways.
Have to admit I don't understand INFI's recent run, which is probably related more to their PI3K gamma/delta molecules than to their Hsp90 program.
I wish EXEL had performed half as well as INFI/SNTA, but the GDC-0973 story is a real bonus imo.
Uncommon sense invedtibf- thanks, they are targeting all adeno patients, regardless of biomarkers. Still, i am sure they will stratify patients based on genetic alterations to make sure arms are balanced.
Roman- snta is still looking at all sorts of subgroups, either predefined by them prior to p2 or exploratory ones. Eventually they might have populations in which ganetespib works better but the p3 population is unselected adeno-NSCLC.
Exelixis: First Partnered Program Enters Phase III [View article]
imo the structure exel chose was legitimate although it certainly has drawbacks. I wasn't under the impression management didn't care about investors. They probably wanted to make sure they have the required funds to get cabo approved and launched in the US.
Onyx - A 'Must Own' Biotech For 2013 [View article]
Ohad
Biotech Portfolio Update: 2012 Summary And 2013 Outlook [View article]
I am following IMGN closely but still thinks T-DM1 is baked in and i m still waiting for the next catalyst.
Ohad
Biotech Portfolio Update: 2012 Summary And 2013 Outlook [View article]
Steven- my main fear is that if you accept 1 mg/kg is highly efficacious and 1.5 mg/kg isn't, the difference in terms of exposure is probably not meaningful. So going forward when you have large number of patients, some of them might have exposure similar to 1.5 mg/kg.
Ohad
Biotech Portfolio Update: 2012 Summary And 2013 Outlook [View article]
Ohad
ASH 2012 Preview: Top Picks For Upcoming Blood Cancer Meeting [View article]
Ohad
AVEO Pharmaceuticals: Attractive Following Recent De-Risking Events [View article]
Ohad
AVEO Pharmaceuticals: Attractive Following Recent De-Risking Events [View article]
Geographical distribution- Votrient was also approved based on a p3 conducted primarily in eastern europe.
Nexavar - This was my main point but turns out that Nexavar can be used more efficiently, probably due to management of AEs.
Ohad
AVEO Pharmaceuticals: Attractive Following Recent De-Risking Events [View article]
mabiotechinvestor, there are all sorts of parameters I didn't include. Including cash can go both ways as AVEO will have to raise more cash to support development in additional indications, not to mention establishing a US sales-force.
There is obviously additional value in their early stage pipeline and discovery platform.
Ohad
Winners Of ESMO 2012 [View article]
SNTA's current valuation is fair based on the assumptions I provided in the article. Needless to say, these are just assumptions and changing them can take you to different directions in both ways.
Have to admit I don't understand INFI's recent run, which is probably related more to their PI3K gamma/delta molecules than to their Hsp90 program.
I wish EXEL had performed half as well as INFI/SNTA, but the GDC-0973 story is a real bonus imo.
Ohad
Winners Of ESMO 2012 [View article]
Roman- snta is still looking at all sorts of subgroups, either predefined by them prior to p2 or exploratory ones. Eventually they might have populations in which ganetespib works better but the p3 population is unselected adeno-NSCLC.
Ohad
Exelixis: First Partnered Program Enters Phase III [View article]
Ohad
Exelixis: First Partnered Program Enters Phase III [View article]
Ohad
Exelixis: First Partnered Program Enters Phase III [View article]
Ohad
Exelixis: First Partnered Program Enters Phase III [View article]
Ohad
Seattle Genetics: Positive Read-Through From Roche's Investor Day [View article]
Agree about YMI's market cap, there is room to grow there imo.
Ohad