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Conference Call Notes
These are notes made on a recent conference call and posted on the Yahoo IMCL message board by one of the regulars over there, who goes by the name imclonian. I thought they were “pinchworthy,†so I “pinched†them.
Ichan:
-Has really helped the company.
FLEX:
-Delighted.
-Erbitux distinguishes itself from all other EGFR mabs now that FLEX is out.
Lawsuit:
-RGEN sublicense eliminates lawsuit by Abbott.
JJ:
-Breath of fresh air.
-Energetic engaging CEO.
BMS:
-Favorable to Imclone from a financial point of view.
-Favorable to both companies clinically.
Erbitux:
-Now the most commonly used agent in 3rd line mcrc.
-Imclone engaging Japanese authorities with questions related to the application for Japan approval.
-Imclone working with FDA in regards to formulate registration strategies for EPIC and CRYSTAL.
-Top line data from CAIRO II study coming out in 1H'08.
-COIN study accruing extremely well.
-Many studies will begin to study resection rates.
1121b:
-1121b, COMPLETELY Blocking VEGFR-2.
-9 trials (7 Phase II's, 2 Phase III's). Phase III in Breast and one Phase III for an unmet medical need (TBA).
-6 of those Phase II's will begin by the end of THIS year.
A12:
-Flexible dosing.
-Taking A12 a little slower (development) because it's not a validated target to date.
-Looking to combine it with Erbitux.
-9 Phase II trials planned and 7 of those will be in progress by the end of 2007, while the other 2 will begin in Q1'08.
-NCI sponsored 10 studies. 6 out of the 10 can be used as a foundation for registration.
Pre-Clinical:
-Hopefully an IND this year with one of the pre-clinical (2 are in late stage development).
Q&A:
-FLEX, can't make comments at the present time, but said to look at the control arm.
-099, many structural problems with the study. Objectives changed mid way. Many changes weren't presented. Sounds to me like 099 isn't dead yet.
These are notes made on a recent conference call and posted on the Yahoo IMCL message board by one of the regulars over there, who goes by the name imclonian. I thought they were “pinchworthy,†so I “pinched†them.
Ichan:
-Has really helped the company.
FLEX:
-Delighted.
-Erbitux distinguishes itself from all other EGFR mabs now that FLEX is out.
Lawsuit:
-RGEN sublicense eliminates lawsuit by Abbott.
JJ:
-Breath of fresh air.
-Energetic engaging CEO.
BMS:
-Favorable to Imclone from a financial point of view.
-Favorable to both companies clinically.
Erbitux:
-Now the most commonly used agent in 3rd line mcrc.
-Imclone engaging Japanese authorities with questions related to the application for Japan approval.
-Imclone working with FDA in regards to formulate registration strategies for EPIC and CRYSTAL.
-Top line data from CAIRO II study coming out in 1H'08.
-COIN study accruing extremely well.
-Many studies will begin to study resection rates.
1121b:
-1121b, COMPLETELY Blocking VEGFR-2.
-9 trials (7 Phase II's, 2 Phase III's). Phase III in Breast and one Phase III for an unmet medical need (TBA).
-6 of those Phase II's will begin by the end of THIS year.
A12:
-Flexible dosing.
-Taking A12 a little slower (development) because it's not a validated target to date.
-Looking to combine it with Erbitux.
-9 Phase II trials planned and 7 of those will be in progress by the end of 2007, while the other 2 will begin in Q1'08.
-NCI sponsored 10 studies. 6 out of the 10 can be used as a foundation for registration.
Pre-Clinical:
-Hopefully an IND this year with one of the pre-clinical (2 are in late stage development).
Q&A:
-FLEX, can't make comments at the present time, but said to look at the control arm.
-099, many structural problems with the study. Objectives changed mid way. Many changes weren't presented. Sounds to me like 099 isn't dead yet.
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