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Ohad Hammer

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  • Seattle Genetics: Positive Read-Through From Roche's Investor Day [View article]
    Kenny - I am not following them closely.

    RP- I will try to elaborate on YMI in a different article. Generally, my assumption is that they will continue to show positive data at ASH wrt anemia (but eventually they will need to corroborate it in p3) and start p3 in the coming months.
    INCY's sales have been disappointing to some but imo the implications regarding the market potential are limited. $120M for the 1st year of sales in the US alone implies a pretty large market.

    Besides, JAK inhibitors have potential beyond myelofibrosis and even beyond myeloproliferative diseases.

    Ohad
    Sep 11 08:21 AM | Likes Like |Link to Comment
  • Upcoming Catalysts For Exelixis And Immunogen [View article]
    Agree there is a route as a pain medication but then the value is limited.it's somewhat different than dmab which is approved based on reduction of bone-related events.


    Ohad
    Aug 31 04:01 PM | Likes Like |Link to Comment
  • Upcoming Catalysts For Exelixis And Immunogen [View article]
    So far what we have is indirect evidence that cabo makes bone mets go away or at least shrink for a certain period of time. The two unknowns are:
    1) are bone mets really shrinking ?
    2) is that clinically meaningful?

    My answer to both questions is "yes", but there is still no proof for that. Algeta's case is a great indication that by targeting bones you can increase survival.

    Ohad

    Aug 29 04:08 AM | Likes Like |Link to Comment
  • Upcoming Catalysts For Exelixis And Immunogen [View article]
    Agree, EXEL is not popular these days but this round was probably the last major dilution at these price levels until p3 data. Until 2014 they have no need to raise capital, and after 2014, they'll either have a great asset or a failed drug.

    Ohad
    Aug 28 06:11 AM | Likes Like |Link to Comment
  • Synta - The Signal Looks Real [View article]
    Agree, the sample size is small but there are too many signals across the different groups to make the preliminary benefit coincidental. There is no guarantee these results will be replicated in larger trials, but that's the nature of the beast.

    Ohad
    Jul 10 09:18 AM | Likes Like |Link to Comment
  • Winners Of ASCO 2012 [View article]
    Early signs of activity is good, visual toxicities are bad.

    Ohad
    Jul 3 05:50 AM | Likes Like |Link to Comment
  • Winners Of ASCO 2012 [View article]
    Will try to publish something over the weekend.

    Ohad
    Jul 2 09:47 AM | Likes Like |Link to Comment
  • Winners Of ASCO 2012 [View article]
    Thanks for the kind words. Indeed, exciting times for oncology drug development.

    Ohad
    Jun 27 06:34 AM | Likes Like |Link to Comment
  • Winners Of ASCO 2012 [View article]
    gbstern - Thanks for the kind words. I know IMUC but haven't been following it closely. Agree with your assessment, p2 data is make or break point. kudos to them for running such a robust randomized p2.

    Ohad
    Jun 12 03:48 PM | Likes Like |Link to Comment
  • Winners Of ASCO 2012 [View article]
    Hi Steven

    Agree on Morphosys, a terrific platform and great biz model (profitable). The market is still looking for antibodies with clear clinical POC.

    Re ADC in solid tumors, T-DM1 certainly addressed that question.

    Ohad
    Jun 11 11:48 PM | Likes Like |Link to Comment
  • Drugs To Watch At ASCO 2012 [View article]
    Theoretically yes, but that's not a desirable label for a drug with profound anti-cancer activities.

    Ohad
    Jun 3 09:47 PM | Likes Like |Link to Comment
  • Drugs To Watch At ASCO 2012 [View article]
    Jean , thanks for the feedback!

    Bryan - to my knowledge this extent of bone scan resolution is not seen with any other drugs.

    Sorry Kenny, not following them closely.

    Ohad
    May 31 12:25 PM | Likes Like |Link to Comment
  • Drugs To Watch At ASCO 2012 [View article]
    Thanks, I don't think they'll have any meaningful data from that study (started Dec 2011)

    Ohad
    May 30 09:01 AM | Likes Like |Link to Comment
  • Threshold Scores Big With Pancreatic Cancer Data [View article]
    PCYC has a fantastic drug that is going to revolutionize hematology similarly to what Rituxan did in my opinion. Still, as the co is starting phase III studies there are not a lot of catalysts in the near future and expectations are quite high.

    Ohad
    May 30 08:23 AM | Likes Like |Link to Comment
  • Gilead's Hematology Pipeline: Transformative And Under-Appreciated [View article]
    Have to admit my knowledge in HIV is very limited. The way I see it, by branching out to non-HIV areas (HCV, hematology, CV and fibrosis), GILD hopes to offset erosion in its HIV franchise.

    Ohad
    May 6 10:44 AM | Likes Like |Link to Comment
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