y*****l
发帖数: 5997 | 1 12/12. Have spt @ 1.75.
YM BioSciences to Report Updated Phase I/II Data for CYT387 at ASH 2011
YM BioSciences Inc. (NYSE Amex: YMI, TSX: YM), today announced it would
report updated results from its Phase I/II myelofibrosis study of CYT387, a
JAK1/JAK2 inhibitor, in a poster session to be held from 6:00pm - 8:00pm on
Monday, December 12th at the 53rd Annual Meeting of the American Society of
Hematology (ASH) being held in San Diego, California. The Company also
reported updated results today fr... 阅读全帖 |
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s**********9
发帖数: 846 | 2 http://www.thestreet.com/story/11337849/1/biotech-stock-mailbag
YM Biosciences(YMI_) faces a big test Monday night when new data on its
myelofibrosis drug CYT387 is presented at the American Society of Hematology
(ASH) annual meeting.
These new CYT387 results will encompass data from 166 myelofibrosis patients
enrolled at six centers, giving YM Bio an opportunity to counter the
skepticism raised by non-believers when initial study results culled from
about 60 patients at the Mayo Clinic were pre... 阅读全帖 |
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b*****h
发帖数: 783 | 3 YMI 是个加拿大的biotech，它本来只有一个EGFR抗体药物－Nimotuzumab,做到后来都
濒临破产了。
后来公司合并了Cytopia, 获得了Cytopia JAK2 inhibitor--CYT387，不过那时CYT387
还在preclinical阶段. JAK inhibitor
目前主要在开发治疗Myeloproliferative Disorder,
(做JAK2 inhibitor 的领头公司是INCY，看看它过去股价的走势就知道大家对JAK
inhibitor的热情。)
YMI 的CYT387正在做phaseI/II的 clinical trial. 因为效果不错。trial的人数扩展
了好几次。
从interim data看，治疗效果和INCY的Ruxolitinib类似，但在对改善anemia的效果比
INCY 的Ruxolitinib还要有希望。
phase II 的fulll data在年底出来。 |
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b*****h
发帖数: 783 | 4 ymi 是个long term play。
它的JAK2 inhibitor-CYT387 目前看来，安全性好过INCY的。
CYT387 是个有成为blockbuster潜力的candidate
6月会update phase II data, 年底出phaseII full data.
估值参考incy。。 |
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v**********m
发帖数: 5516 | 6 先谢谢biofish提供消息，特别是提供“年底出数据”这个我们可以打埋伏的口袋。
粗粗看了一下价格，觉得现在介入不太划算。
CYT387 |
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b*****h
发帖数: 783 | 7 YMI 在上一轮下跌中已经趋于平稳，它的phase II final data 需要明年初出来，
感觉不管INCY 在12月fda的结果如何，对ymi都是利好， 所以，目前的ymi应该是low
risk player.
CYT387 |
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f**********g
发帖数: 2252 | 8 YM BioSciences: CYT387 Study's Overall Retention Rate 82%
50 minutes ago - DJNF |
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D******9
发帖数: 2665 | 9 BTW, I studied its main drug JAK1/JAK2 inhibitor, CYT387, yesterday. Looks
very promising. |
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