g***t
发帖数: 1279 | | K********g
发帖数: 9389 | 2 有噱头哦，但是风险也大
【在 g***t 的大作中提到】
: 今天很强啊。有没有持有的必要啊？
| f**********o
发帖数: 439 | | s**********9
发帖数: 846 | 4 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 presented last spring.
Or, the new CYT387 data will prove the YM Bio bears correct.
The key watch points for Monday's 6 p.m. New York time presentation:
1. Will the anemia response hold up? CYT387's ticket to stardom is its
potential to reverse the anemia associated with myelofibrosis. This is
important because myelofibrosis patients who are anemic or require red blood
cell transfusions have more aggressive disease and shorter life spans. If
CYT387 can demonstrate a positive and clinically meaningful impact on anemia
in myelofibrosis patients, it could claim superiority over Incyte's(INCY_)
recently approved drug Jakafi, which has no effect on anemia.
From the last data presentation in June (42 evaluable CYT387 patients), 50%
achieved an anemia response. All anemia responses persisted for a minimum of
12 wees. Of the 33 patients transfusion dependent at baseline, 19, or 58%,
became transfusion independent, with a median duration of transfusion
independence of 7.5 months.
These data came from patients all treated at the Mayo Clinic, which led to
questions about selectivity bias. The data to be presented Monday will come
from multiple centers and will incorporate many more patients.
An equal or better anemia response rate Monday will be very positive. More
likely the anemia response decreases. How much lower is acceptable to
investors is hard to gauge. Monness Crespi Hardt analyst Avik Roy says he's
keying on the patient's hemoglobin curves, which should go up over time on
CYT387 treatment if the drug's anemia response is real.
"Those same curves go down for Jakafi," he says. "Even if the anemia
response is lower this time around, it still puts CYT387 far ahead of Incyte
's drug."
Whatever the anemia data show, expect Incyte bulls to stubbornly question
the impact. Front and center will likely be Bank of America analyst Rachel
McMinn, a big Incyte bull and a vocal YM Bio bear.
............
【在 f**********o 的大作中提到】
: say say a?
| s**********9
发帖数: 846 | 5 shoot up after market
【在 g***t 的大作中提到】
: 今天很强啊。有没有持有的必要啊？
| f**********o
发帖数: 439 | 6 update 实验结果
【在 s**********9 的大作中提到】
: shoot up after market
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