Comments on: Pfizer’s Xalkori – The story could get better http://www.orf-blog.com/pfizer%e2%80%99s-xalkori-the-story-could-get-better/ Analyzing biotech stocks Wed, 22 May 2013 15:44:48 +0000 hourly 1 http://wordpress.org/?v=3.5.1 By: Word Press backlink creator http://www.orf-blog.com/pfizer%e2%80%99s-xalkori-the-story-could-get-better/#comment-4779 Word Press backlink creator Thu, 02 Feb 2012 00:15:59 +0000 http://www.hammerstockblog.com/pfizer%e2%80%99s-xalkori-the-story-could-get-better/#comment-4779 Word Press backlink creator…

[...]Hammer Stock Blog » Blog Archive » Pfizer’s Xalkori – The story could get better[...]…

]]> By: biku http://www.orf-blog.com/pfizer%e2%80%99s-xalkori-the-story-could-get-better/#comment-4517 biku Mon, 19 Dec 2011 01:23:56 +0000 http://www.hammerstockblog.com/pfizer%e2%80%99s-xalkori-the-story-could-get-better/#comment-4517 Yes.But there is selection either with respect to processes(angiogenesis), or cell type or some mutated protein.
Here there is no selection element at all.Here every cell in the body has a folate receptor(not that reqd. for living/dying) and the toxic payload kills very cell.There is a perception of selection (folate receptor) but that selection is not important for the normal/cancer cell to survive.The PFS
, to me, seems subjective.I hv to see something dramatic to beleive it in such a pretreated population.

]]> By: Ohad Hammer http://www.orf-blog.com/pfizer%e2%80%99s-xalkori-the-story-could-get-better/#comment-4508 Ohad Hammer Sun, 18 Dec 2011 11:11:42 +0000 http://www.hammerstockblog.com/pfizer%e2%80%99s-xalkori-the-story-could-get-better/#comment-4508 Targeted delivery of toxic payloads is now a validated approach thanks to Adcetris and T-DM1.
ECYT’s molecules use small molecule as guiding systems and therefore have very short circulation time compared to ADCs

Ohad

]]> By: biku http://www.orf-blog.com/pfizer%e2%80%99s-xalkori-the-story-could-get-better/#comment-4500 biku Sat, 17 Dec 2011 22:47:25 +0000 http://www.hammerstockblog.com/pfizer%e2%80%99s-xalkori-the-story-could-get-better/#comment-4500 Not to dump on you but Ohad , I had my doubts on this technology.My logic was…
Compound X is approved and kills cancer cells.
Now link X to a an antibody that binds to some overexpressed receptor in a cancer cell and see whether its selective.
Now lets go back again…
Compound X is approved and kills cancer cells.

Now, Why do you think if you attach a bullet to an arrow
it will increse its chances of finding the target.

]]> By: Ohad Hammer http://www.orf-blog.com/pfizer%e2%80%99s-xalkori-the-story-could-get-better/#comment-4488 Ohad Hammer Sat, 17 Dec 2011 06:50:38 +0000 http://www.hammerstockblog.com/pfizer%e2%80%99s-xalkori-the-story-could-get-better/#comment-4488 Good question…

]]> By: Chris http://www.orf-blog.com/pfizer%e2%80%99s-xalkori-the-story-could-get-better/#comment-4482 Chris Fri, 16 Dec 2011 23:18:44 +0000 http://www.hammerstockblog.com/pfizer%e2%80%99s-xalkori-the-story-could-get-better/#comment-4482 Hi Ohad,

Do you plan on keeping ECYT in your portfolio considering the recent plunge?

Thanks

Chris

]]> By: Ohad Hammer http://www.orf-blog.com/pfizer%e2%80%99s-xalkori-the-story-could-get-better/#comment-4429 Ohad Hammer Wed, 14 Dec 2011 00:59:35 +0000 http://www.hammerstockblog.com/pfizer%e2%80%99s-xalkori-the-story-could-get-better/#comment-4429 YMI strengthening their case re the anemia effect, the transfusion dependence data cannot be dismissed anymore .

I still didn’t drill down on the data, two points I would look into are the duration of anemia responses (press release doesn’t say much) and the splenomegaly response rate which at first glance looks a little bit low.

On a cautionary note, the activity of YMI’s drug is still miraculous and unexplainable, given its target profile.

Re Ylanthia, looks like a very neat platform(you were the first one to bring it to my attention earlier this year). Definitely positive but I am not sure if it will have near term impact.

Ohad

]]> By: Christian http://www.orf-blog.com/pfizer%e2%80%99s-xalkori-the-story-could-get-better/#comment-4428 Christian Tue, 13 Dec 2011 20:55:35 +0000 http://www.hammerstockblog.com/pfizer%e2%80%99s-xalkori-the-story-could-get-better/#comment-4428 Hello again,

another question, did you have a look at the MorphoSys-presentation of Ylanthia?

http://www.morphosys.de/sites/default/files/presentations/111205_MOR_Ylanthia_Ab%20Engineering_final.pdf

what was a little disappointing for me is that it is still in beta-tests, but it should not be far away from the market.

what do you think about this technology? some great innovation, or just another antibody tech?

thanks
Christian

]]> By: Christian http://www.orf-blog.com/pfizer%e2%80%99s-xalkori-the-story-could-get-better/#comment-4427 Christian Tue, 13 Dec 2011 20:46:27 +0000 http://www.hammerstockblog.com/pfizer%e2%80%99s-xalkori-the-story-could-get-better/#comment-4427 hi Ohad!

what’s your take on the YMI results?

i am not too familiar with YMI – do they want to partner the drug soon?

there is a big valuation gap between INCY and YMI – is it justified?

Thanks!
Christian

]]> By: Ohad Hammer http://www.orf-blog.com/pfizer%e2%80%99s-xalkori-the-story-could-get-better/#comment-4422 Ohad Hammer Mon, 12 Dec 2011 15:45:43 +0000 http://www.hammerstockblog.com/pfizer%e2%80%99s-xalkori-the-story-could-get-better/#comment-4422 We should wait until their post ASH webcast but overall positive data that merit developing both compounds. ARRY-520 is not potent enough as a single agent but it is certainly active, potentially more active than other agents that are currently in p3 (panobinostat, Anti-CS1 mAb).

Re 614, I am not sure yet, not that familiar with the indication.

Ohad

]]> By: Toby http://www.orf-blog.com/pfizer%e2%80%99s-xalkori-the-story-could-get-better/#comment-4421 Toby Mon, 12 Dec 2011 15:04:00 +0000 http://www.hammerstockblog.com/pfizer%e2%80%99s-xalkori-the-story-could-get-better/#comment-4421 Analog ARRY-520?

]]> By: Toby http://www.orf-blog.com/pfizer%e2%80%99s-xalkori-the-story-could-get-better/#comment-4420 Toby Mon, 12 Dec 2011 15:01:02 +0000 http://www.hammerstockblog.com/pfizer%e2%80%99s-xalkori-the-story-could-get-better/#comment-4420 Hello Ohad,

the data looks good, but early and a small basis. What is your opinion?

Array BioPharma issued a press release announcing dose-escalation/expansion data for its novel, small molecule dual p38/Tie2 inhibitor, ARRY-614. The data were presented at the 2011 Annual Meeting of the American Society of Hematology in San Diego, California.

]]> By: Ohad Hammer http://www.orf-blog.com/pfizer%e2%80%99s-xalkori-the-story-could-get-better/#comment-4363 Ohad Hammer Thu, 01 Dec 2011 23:56:57 +0000 http://www.hammerstockblog.com/pfizer%e2%80%99s-xalkori-the-story-could-get-better/#comment-4363 No plans to add Pfizer at this moment.

Ohad

]]> By: sam http://www.orf-blog.com/pfizer%e2%80%99s-xalkori-the-story-could-get-better/#comment-4349 sam Thu, 01 Dec 2011 12:05:05 +0000 http://www.hammerstockblog.com/pfizer%e2%80%99s-xalkori-the-story-could-get-better/#comment-4349 Hello Ohad,

Do you plan on adding pfizer in the portfolio?

]]> By: provocateur http://www.orf-blog.com/pfizer%e2%80%99s-xalkori-the-story-could-get-better/#comment-4343 provocateur Thu, 01 Dec 2011 03:55:18 +0000 http://www.hammerstockblog.com/pfizer%e2%80%99s-xalkori-the-story-could-get-better/#comment-4343 I do not believe the valuations put out so confidently.
The lung cancer field is becoming crowded and competetion
will drive down valuations.

]]> By: Ohad Hammer http://www.orf-blog.com/pfizer%e2%80%99s-xalkori-the-story-could-get-better/#comment-4326 Ohad Hammer Mon, 28 Nov 2011 10:20:39 +0000 http://www.hammerstockblog.com/pfizer%e2%80%99s-xalkori-the-story-could-get-better/#comment-4326 Agree. Abbott is probably already working on that…

Ohad

]]> By: Avia http://www.orf-blog.com/pfizer%e2%80%99s-xalkori-the-story-could-get-better/#comment-4325 Avia Mon, 28 Nov 2011 10:17:27 +0000 http://www.hammerstockblog.com/pfizer%e2%80%99s-xalkori-the-story-could-get-better/#comment-4325 But won’t they need to develope (and get approve) a companion diagnostics for ROS (small change for Pfizer, but still take time and validation…).

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