g******0 发帖数: 1165 | 1 Mark T. writes, "Thank you for all your wonderful insight into Cell
Therapeutics(CTIC). I was able to make some money on this stock because of
your input. On another note, I am invested now in Celldex Therapeutics(CLDX)
. Have you ever written about them? Can you provide us with some of your
insight here? Is it the next Dendreon(DNDN)?"
Celldex's lead drug, CDX-110, is a cancer immunotherapy (so, a cancer "
vaccine" cousin to Dendreon's Provenge) targeting glioblastoma multiforme (
GBM) aka brain tumors as its lead indication. The data, to date, has been
very promising albeit from small, uncontrolled studies, with median overall
survival going out to 23-24 months.
CDX-110 is partnered with Pfizer(PFE), which refers to the drug as PF-
04948568.
It's too early to tell if Celldex is the next Dendreon, but interim data
from an ongoing, phase II study of CDX-110 in newly diagnosed GBM patients
will be presented on Saturday, June 5 at the American Society of Clinical
Oncology's annual meeting. This study, known as ACT-III, treats GBM patients
with CDX-110 in combination with radiation and the chemotherapy drug
temozolomide.
Looking at the Celldex chart, it appears the stock has already started to
move in anticipation of the ASCO meeting. The ACT-III data are a key
catalyst for the stock moving forward, so they're something for investors to
focus on.
ASCO will post online research abstracts for the annual meeting on May 20 at
6 p.m. EDT. I don't know how much of the ACT-III data, if any, will be
contained in the abstract.
I'm still putting my ASCO stock list together. Celldex is on there, so is
Arqule(ARQL). Others in contention are Pharmacyclics(PCYC), Celgene(CELG),
Sunesis Pharmaceuticals(SNSS) and Bristol-Myers Squibb(BMY). This isn't an
exhaustive list. Let me know your favorite ASCO stock. | L**j 发帖数: 948 | | t*******o 发帖数: 1464 | | t*******o 发帖数: 1464 | | K********g 发帖数: 9389 | 5 我考,这个一直在跟踪。
and
【在 t*******o 的大作中提到】 : EXEL 反弹 +12% : Piper Jaffray Upgrades Exelixis (EXEL) to Overweight Ahead of Busy ASCO and : New Partnerships : http://www.streetinsider.com/Upgrades/Piper+Jaffray+Upgrades+Exelixis+%28EXEL%29+to+Overweight+Ahead+of+Busy+ASCO+and+New+Partnerships/5624769.html : : 2010
| M*****g 发帖数: 3145 | | t*******o 发帖数: 1464 | 7 今天晚上出摘要
2010 Abstracts
Abstract Release Information
The 2010 Annual Meeting abstracts designated for Oral, Clinical Science
Symposia, Poster Discussion, and General Poster Sessions will be publicly
released on ASCO.org on Thursday, May 20, at 6:00 PM (EDT).
CLDX)
overall
【在 g******0 的大作中提到】 : Mark T. writes, "Thank you for all your wonderful insight into Cell : Therapeutics(CTIC). I was able to make some money on this stock because of : your input. On another note, I am invested now in Celldex Therapeutics(CLDX) : . Have you ever written about them? Can you provide us with some of your : insight here? Is it the next Dendreon(DNDN)?" : Celldex's lead drug, CDX-110, is a cancer immunotherapy (so, a cancer " : vaccine" cousin to Dendreon's Provenge) targeting glioblastoma multiforme ( : GBM) aka brain tumors as its lead indication. The data, to date, has been : very promising albeit from small, uncontrolled studies, with median overall : survival going out to 23-24 months.
| y******z 发帖数: 491 | 8 thx猫兄,看来还有点时间盘后打埋伏喔。不过这些药股after hour spread都太大...
【在 t*******o 的大作中提到】 : 今天晚上出摘要 : 2010 Abstracts : Abstract Release Information : The 2010 Annual Meeting abstracts designated for Oral, Clinical Science : Symposia, Poster Discussion, and General Poster Sessions will be publicly : released on ASCO.org on Thursday, May 20, at 6:00 PM (EDT). : : CLDX) : overall
| t*******o 发帖数: 1464 | 9 ASCO 严守SEC的规定,涉及上市公司的摘要,原则上不出现对结果的解释和关键指标数
量化的结果。晚上只能看个大概,最后还得看会议当天。
【在 y******z 的大作中提到】 : thx猫兄,看来还有点时间盘后打埋伏喔。不过这些药股after hour spread都太大...
| d****7 发帖数: 2241 | 10 姑奇大侠 玩的都是 爆发股。High risk, high reward. Care to share some of your
analysis of how to choose from these super biotech PICKS? Thanks.
CLDX)
overall
【在 g******0 的大作中提到】 : Mark T. writes, "Thank you for all your wonderful insight into Cell : Therapeutics(CTIC). I was able to make some money on this stock because of : your input. On another note, I am invested now in Celldex Therapeutics(CLDX) : . Have you ever written about them? Can you provide us with some of your : insight here? Is it the next Dendreon(DNDN)?" : Celldex's lead drug, CDX-110, is a cancer immunotherapy (so, a cancer " : vaccine" cousin to Dendreon's Provenge) targeting glioblastoma multiforme ( : GBM) aka brain tumors as its lead indication. The data, to date, has been : very promising albeit from small, uncontrolled studies, with median overall : survival going out to 23-24 months.
| | | t*******o 发帖数: 1464 | 11 摘要
出来了。
http://abstract.asco.org/
懂天书的过来帮我看看,这片结果是好是坏阿?
http://abstract.asco.org/AbstView_74_49381.html
【在 t*******o 的大作中提到】 : 今天晚上出摘要 : 2010 Abstracts : Abstract Release Information : The 2010 Annual Meeting abstracts designated for Oral, Clinical Science : Symposia, Poster Discussion, and General Poster Sessions will be publicly : released on ASCO.org on Thursday, May 20, at 6:00 PM (EDT). : : CLDX) : overall
| t*******o 发帖数: 1464 | 12 图一起看比较方便
http://stockcharts.com/scripts/php/candleglance.php?CLDX,THLD,PCYC,MITI,INCY,CYCC,ARIA,ALNY,EXEL,INFI,ARQL|C|E12,26,9
【在 t*******o 的大作中提到】 : 摘要 : 出来了。 : http://abstract.asco.org/ : 懂天书的过来帮我看看,这片结果是好是坏阿? : http://abstract.asco.org/AbstView_74_49381.html
| t*******o 发帖数: 1464 | | t*******o 发帖数: 1464 | 14 Adam这个文章挺适合我这样的小青蛙普及ASCO会议知识的
【在 t*******o 的大作中提到】 : http://www.thestreet.com/_yahoo/story/10760391/1/ascos-abstract-release-day-preview.html?cm_ven=YAHOO&cm_cat=FREE&cm_ite=NA : ASCO's Abstract Release Day: Preview : By Adam Feuerstein 05/19/10 - 06:00 AM EDT
| y******z 发帖数: 491 | 15 盘后好像都是帮外行在乱搞,弄得惊心动魄的。CLDX最多跌了20%!
SNSS我在0.8抄了好多来AD,看明天有没机会跑掉,祈祷~~~
【在 t*******o 的大作中提到】 : Adam这个文章挺适合我这样的小青蛙普及ASCO会议知识的
| t*******o 发帖数: 1464 | 16 现在好多股真是白菜价,MITI都5块多了。
【在 y******z 的大作中提到】 : 盘后好像都是帮外行在乱搞,弄得惊心动魄的。CLDX最多跌了20%! : SNSS我在0.8抄了好多来AD,看明天有没机会跑掉,祈祷~~~
| N***i 发帖数: 2063 | 17 能否告知你均价多少? 我的0.92. 不方便可以不说,谢谢
【在 y******z 的大作中提到】 : 盘后好像都是帮外行在乱搞,弄得惊心动魄的。CLDX最多跌了20%! : SNSS我在0.8抄了好多来AD,看明天有没机会跑掉,祈祷~~~
| y******z 发帖数: 491 | 18 唉,我0.95,0.85,0.8都买了,均价0.85,明天应该能把刚才买的跑掉
【在 N***i 的大作中提到】 : 能否告知你均价多少? 我的0.92. 不方便可以不说,谢谢
| w****2 发帖数: 20 | 19 这么多可以选,为什么买SNSS,有什么原因吗?
【在 y******z 的大作中提到】 : 唉,我0.95,0.85,0.8都买了,均价0.85,明天应该能把刚才买的跑掉
| h*****8 发帖数: 4754 | 20 是因为这个吧?
UPDATE 1-Celldex says brain cancer vaccine results on track
7:05pm EDT
* 70 pct of patients progression-free at 5.5 months
* Shares fall 20 pct after hours (Adds analyst comment, byline, updates
share price)
By Deena Beasley
LOS ANGELES, May 20 (Reuters) - Celldex Therapeutics Inc's
experimental brain cancer vaccine helped some patients in a mid-stage trial,
but the success rate fell short of that seen in earlier studies, and shares
fell 20 percent after hours.
The interim results from 40 glioblastoma patients showed that 28, or 70
percent, were alive with no signs of their cancer worsening 5.5 months after
treatment, according to research submitted to the American Society of
Clinical Oncology.
Two earlier, smaller trials of the vaccine, called CDX-110, showed
progression-free survival rates of nearly 95 percent after six months,
according to Joseph Pantginis, an analyst at Roth Capital Partners.
"It is a little difficult to read into this ... if 70 percent holds true, it
is still pretty promising for this patient population in newly diagnosed
glioblastoma," he said.
Thomas Davis, chief medical officer at Celldex, said the 70 percent rate is
about 40 percent better than would be seen with patients receiving standard
care.
He noted that patients in the trial had to have completed chemotherapy
treatment without their tumor growing back -- a period about two or three
months beyond the time patients would typically be enrolled in a clinical
trial.
Patients in the trial were injected with the vaccine after initial treatment
with Temodar, known generically as temozolomide.
Davis said the results were "very much the same" as those reported last year
from the two smaller trials.
"You can extrapolate to a median progression-free survival of around 14
months," he said.
Results from the trial's total of 81 patients will be available later this
year, according to Celldex.
The company has partnered with Pfizer Inc to develop CDX-110, and
the pharmaceutical company is planning a randomized international Phase 3
study, Davis said.
Shares of Celldex, up 64 percent so far this year as of Thursday's close at
$7.68, fell 20 percent after hours to $6.17. The stock finished regular
trading down $1.25, or 14 percent on Thursday, as the broad market sold off
sharply. (Reporting by Deena Beasley, editing by Matthew Lewis and Carol
Bishopric)
【在 y******z 的大作中提到】 : 盘后好像都是帮外行在乱搞,弄得惊心动魄的。CLDX最多跌了20%! : SNSS我在0.8抄了好多来AD,看明天有没机会跑掉,祈祷~~~
| | | h*****8 发帖数: 4754 | 21 大家还有人打算PLAY一下吗?
收集点资料共享共享? | g**********1 发帖数: 399 | 22 抛砖引玉一下,版上大牛多,嘿嘿
结果很一般,efficacy 还行,reduce >30%, but sample size小,6 out of 36 pts.
【在 t*******o 的大作中提到】 : 摘要 : 出来了。 : http://abstract.asco.org/ : 懂天书的过来帮我看看,这片结果是好是坏阿? : http://abstract.asco.org/AbstView_74_49381.html
| h*****8 发帖数: 4754 | 23 cheese MM 帮大家收集好了。
http://www.trader1688.com/bb/viewtopic.php?f=64&t=39122
【在 h*****8 的大作中提到】 : 大家还有人打算PLAY一下吗? : 收集点资料共享共享?
| g**********1 发帖数: 399 | | y*****l 发帖数: 5997 | 25 Array BioPharma Announces Abstracts Selected for Presentation at 2010 ASCO
Annual Meeting
Thursday 05/20/2010 6:30 PM ET - Businesswire
Array BioPharma Inc. (NASDAQ: ARRY) today announced that four abstracts have
been selected for presentation at the American Society of Clinical Oncology
(ASCO) Annual Meeting, being held from June 4-8, 2010, in Chicago, Illinois
. Presentations will disclose new findings about its anti-cancer programs:
AZD6244 (ARRY-886), a MEK inhibitor licensed to AstraZeneca PLC and ARRY-520
, a KSP inhibitor.
The abstracts can be accessed through the ASCO website, www.asco.org.
Abstract titles are provided below; however, please note that according to
ASCO policy, all data is embargoed until the time of the beginning of the
presentation. The ARRY-520 poster and presentation will be available as PDFs
after they are presented on Array's website at www.arraybiopharma.com.
AZD6244 (ARRY-142886) / MEK Inhibitor: | w*******d 发帖数: 3714 | 26 EXEL昨天盘后涨了6%,今天 一开盘全吐回去啦。。。 | t*******o 发帖数: 1464 | 27 ASCO这个list最近很弱啊。
【在 t*******o 的大作中提到】 : 图一起看比较方便 : http://stockcharts.com/scripts/php/candleglance.php?CLDX,THLD,PCYC,MITI,INCY,CYCC,ARIA,ALNY,EXEL,INFI,ARQL|C|E12,26,9
| t*******o 发帖数: 1464 | 28 会议日,今天全线崩溃啊
除了BMY
【在 t*******o 的大作中提到】 : 图一起看比较方便 : http://stockcharts.com/scripts/php/candleglance.php?CLDX,THLD,PCYC,MITI,INCY,CYCC,ARIA,ALNY,EXEL,INFI,ARQL|C|E12,26,9
| N***i 发帖数: 2063 | 29 今天死了
【在 t*******o 的大作中提到】 : 会议日,今天全线崩溃啊 : 除了BMY
| y*****l 发帖数: 5997 | 30 把去年的ASCO翻出来看看:
http://finviz.com/screener.ashx?v=341&t=CLDX,THLD,PCYC,MITI,INC
发信人: riverabc (梅花落), 信区: pennystock
标 题: Re: 下周 ASCO!
发信站: BBS 未名空间站 (Fri May 28 15:34:48 2010, 美东)
ARNA LPTN GETA ARQL SGEN THLD ARIA PVCT KERX IMGN CYCC ZIOP EXEL NKTR PPHM
HNAB 都在动啊.
发信人: riverabc (梅花落), 信区: pennystock
标 题: Re: 下周 ASCO!
发信站: BBS 未名空间站 (Wed Jun 2 15:35:17 2010, 美东)
都在涨!
表扬一下GETA, up 11.73%
INFI (10%), GNBT (5%),MITI (6.21%), ARNA (5.57%), ARIA, IMGN,4% 以上 | | | K********g 发帖数: 9389 | 31 我日你,你躲哪儿去了。奶奶的球哦
CLDX)
overall
【在 g******0 的大作中提到】 : Mark T. writes, "Thank you for all your wonderful insight into Cell : Therapeutics(CTIC). I was able to make some money on this stock because of : your input. On another note, I am invested now in Celldex Therapeutics(CLDX) : . Have you ever written about them? Can you provide us with some of your : insight here? Is it the next Dendreon(DNDN)?" : Celldex's lead drug, CDX-110, is a cancer immunotherapy (so, a cancer " : vaccine" cousin to Dendreon's Provenge) targeting glioblastoma multiforme ( : GBM) aka brain tumors as its lead indication. The data, to date, has been : very promising albeit from small, uncontrolled studies, with median overall : survival going out to 23-24 months.
| K********g 发帖数: 9389 | 32 我不知道为何昨天CLDX假彪了,不过我觉得它会来真的,不知道何时。
【在 y*****l 的大作中提到】 : 把去年的ASCO翻出来看看: : http://finviz.com/screener.ashx?v=341&t=CLDX,THLD,PCYC,MITI,INC : 发信人: riverabc (梅花落), 信区: pennystock : 标 题: Re: 下周 ASCO! : 发信站: BBS 未名空间站 (Fri May 28 15:34:48 2010, 美东) : ARNA LPTN GETA ARQL SGEN THLD ARIA PVCT KERX IMGN CYCC ZIOP EXEL NKTR PPHM : HNAB 都在动啊. : 发信人: riverabc (梅花落), 信区: pennystock : 标 题: Re: 下周 ASCO! : 发信站: BBS 未名空间站 (Wed Jun 2 15:35:17 2010, 美东)
| y*****l 发帖数: 5997 | 33 一般要等摘要出来才彪,除非有内部消息。CLDX可能是试探或者反弹。
有时间看看今年那些药有前途吧,晚安。
【在 K********g 的大作中提到】 : 我不知道为何昨天CLDX假彪了,不过我觉得它会来真的,不知道何时。
| K********g 发帖数: 9389 | 34 CLDX好几个药都有可能出现好结果。不过光头一直没说
【在 y*****l 的大作中提到】 : 一般要等摘要出来才彪,除非有内部消息。CLDX可能是试探或者反弹。 : 有时间看看今年那些药有前途吧,晚安。
| l******x 发帖数: 561 | |
|