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Ohad Hammer

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  • Exelixis: Setting The Facts Straight [View article]
    As you can see the portfolio holdings I am long ARQL. I believe they have a reasonable chance of getting positive data in the ongoing p3 in NSCLC. Data is probably 2 years away so the next cvatalysts are data from the liver and renals randomized p2's.

    Ohad
    Nov 9 09:57 PM | Likes Like |Link to Comment
  • Exelixis: Setting The Facts Straight [View article]
    Thanks for the feedback.

    Biotechman- Sorry, don't have anything smart to say on the three names you mentioned.

    Ohad
    Nov 7 11:46 PM | Likes Like |Link to Comment
  • Baker's Dozen Trying To Beat The Odds In Pancreatic Cancer [View article]
    Thanks for the informative review. There are additional interesting ongoing studies from Ziopharm and Genentech/Curis.

    Ohad
    Oct 30 07:06 AM | Likes Like |Link to Comment
  • Micromet Unveils Another Fast Route To Market, Marks Pfizer As Lead Competitor [View article]
    Maybe, who knows...
    Oct 19 11:22 PM | Likes Like |Link to Comment
  • Micromet Unveils Another Fast Route To Market, Marks Pfizer As Lead Competitor [View article]
    Thanks. Expectations for this program are very low, it is unclear whether they even have a therapeutic window. Positive data ( multiple cases of responses) would be huge.

    Ohad
    Oct 17 03:13 PM | Likes Like |Link to Comment
  • Micromet Unveils Another Fast Route To Market, Marks Pfizer As Lead Competitor [View article]
    Perhaps, but i still think it is a mediocre drug with no real value to patients, especially in light of its price.

    Ohad
    Oct 17 10:34 AM | Likes Like |Link to Comment
  • Micromet Unveils Another Fast Route To Market, Marks Pfizer As Lead Competitor [View article]
    There is 1 main difference between Bmab and Folotyn: one has spectacular activity and the other is a mediocre drug at best.

    Ohad
    Oct 16 03:37 PM | Likes Like |Link to Comment
  • Bristol-Myers Squibb Zeroes In On A Blockbuster Cancer Drug [View article]
    RP, your calculation sounds right. The first position is a result of the CRGN acquisition. The 2nd lot was purchased two months ago after the intriguing JCO publication on the loss of EGFRvIII expression.

    Ohad
    Oct 2 11:56 AM | Likes Like |Link to Comment
  • Bristol-Myers Squibb Zeroes In On A Blockbuster Cancer Drug [View article]
    As you can see, we are also long CLDX and think it's good value for money with a p3 ready program with intriguing signs and a p2 ADC expected to generate randomized data in the coming months. I posted a short piece on CLDX a couple of months ago if you're interested.

    Ohad
    Sep 29 05:22 PM | Likes Like |Link to Comment
  • Bristol-Myers Squibb Zeroes In On A Blockbuster Cancer Drug [View article]
    In retrospect, the MEDX acquisition is probably one of the smartest M&A moves in recent years

    Ohad
    Sep 28 11:27 AM | Likes Like |Link to Comment
  • Bristol-Myers Squibb Zeroes In On A Blockbuster Cancer Drug [View article]
    Kenny,

    They probably waited to get EU rights before launching any pivotal studies. Curious to see their trial design in NSCLC. Would be surprised if they don't start a p3 in RCC next year as well.

    Ohad
    Sep 28 08:01 AM | Likes Like |Link to Comment
  • Bristol-Myers Squibb Zeroes In On A Blockbuster Cancer Drug [View article]
    Thanks retiredpharma

    BMY has definitely performed nicely vs most of its peers. Their huge bet on immunomodulatory drugs (which I originally thought was a grave mistake...) paid off big time. They are now the undisputed leaders in the field and will surely monetize their expertise and head start over the rest of the industry which is definitely following them (even Genentech put an immunomodulatory antibody in p1 earlier this year).

    Re Vical, can't say I know them too well but from what I remember they certainly have a reasonable shot with the ongoing p3 and the endpoints they agreed upon with the FDA. The approach makes a lot of sense, no doubt.

    Best,
    Ohad
    Sep 28 07:59 AM | Likes Like |Link to Comment
  • Bristol-Myers Squibb Zeroes In On A Blockbuster Cancer Drug [View article]
    Thanks, Bruce.

    Although the biggest potential is in lung cancer, it's going to be a tougher development program which will probably require combination regimens. Although Yervoy's 1st line melanoma trial showed an immune-modulation antibody can be combined with chemo,to many it is still a tricky question.

    Ohad
    Sep 28 12:28 AM | Likes Like |Link to Comment
  • Exelixis: Still Promising, Still Controversial [View article]
    Without discounting morbidities of bone mets, a drug that deals with the actual lesions as opposed to their symptoms could represent a real breakthrough.

    Ohad
    Aug 23 10:53 AM | Likes Like |Link to Comment
  • Exelixis: Still Promising, Still Controversial [View article]
    Thanks Prohost, I tried to be as balanced as I can even though as you can conclude from the disclosure in the portfolio, I clearly placed my bet on cabo.

    Ohad
    Aug 23 04:45 AM | Likes Like |Link to Comment
COMMENTS STATS
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