Ohad Hammer

Peregrine Pharmaceuticals May Be On To Something

Let's wait for the data release at both conferences.
The main issue with the data sets is the fact they are from uncontrolled studies, so you can't actually tell whether the good results can be attributed to the bavi/Cotara or not.

ohad

Peregrine Pharmaceuticals May Be On To Something

Hi Jimmy

Sorry, but I don't follow AMGN specifically, although I am familiar with some parts of its portfolio and pipeline. Generally, I would have to go with Adam Feuerstein, whose opinion I appreciate very much, even though he is not too excited about Peregrine...
we'll be much smarter after their R&D day 3 motnhs from now.

Ohad

Peregrine Pharmaceuticals May Be On To Something

Thanks for the comment JazzPal

the strong macrophage infiltration and activity towards the core of tumors in mice ia very encouraging. However, I don't think we know enough to clearly state the MOA of bavi, although the interaction of PS with PS receptors on macrophage has been well documented.
It's great to read your optimism regarding bavituximab's spectrum of use but you have to remember that no matter how promising any agent seems, it probably won't serve as a universal solution for every malignancy. there are many other known mechanisms by which tumors evade the immune system, so while PS might have an important role in that process, there are numerous other players.

Peregrine Pharmaceuticals May Be On To Something

Hi John
Thanks for your comment.
The problem here is that we know patients have failed prior therapy, but we don't know exactly what kind of therapies. There are many regimens approved for the treatment of metastatic cancers, and it seems likely that the agents used in the trial were not the agents the patients had relapsed upon. Hence, we cannot give the credit to bavituximab.
Besides, regardless of the past therapies,I stand by my first statement that this trial was not a comparative trial, becasue it simply wasn't, nor are the phase II trials the comapny is expecting to begin.
A comparative trial must be a double blind, randomized trial with more a control/plcacebo arm.

Best,
Ohad