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Would anyone like to suggest why Amgen is not mentioned at all...

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nayr

333 Posts.

144

11/11/22

17:46

Post #: 64725796
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Originally posted by fattchoi ↑

I believe out of all the 3 collaborations so far, this one with Blincyto is most exciting. For one, Blincyto is already an FDA approved drug and in market already. Secondly, it took time to conduct this in clinic combo trial to produce this data which is required in order to get an FDA approval for PH1 trial. In other words, this lobs off at least 6 months off any future combo which would all need to do in clinic trial first before progressing to FDA PH1 approved trial.

And this is where I believe Amgen is now in the box seat compared to other potential partners. They would do well to get on with it so that their combo trial can get going and if all goes well, into market as soon as possible. In view of this, I won't be surprise if we hear of such collaboration within the next couple of weeks.

In addition, one can see how fast the OnCarlytics/Blincyto has acted in the mouse model. If such rate of efficacy is observed in human trial as well, then it won't be too long when we will get FDA fast track to market. After all, we are talking about highly unmet need in solid tumor treatments.

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Would anyone like to suggest why Amgen is not mentioned at all in this release (that I can find).

Someone (LC?) playing ducks and drakes?

IMU Price at posting: 19.5¢ Sentiment: Buy Disclosure: Held
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