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Channel: Comments on: BMS zeroes in on its next blockbuster
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By: Ohad Hammer

imo all are good picks. I wouldn’t bet on a single small cap biotech as a general rule. Re Array, the news is obviously disappointing but I wouldn’t dismiss this indication until I see the data for the...

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By: Richard Baker

Ohad, Can you give your opinion on the recently announced results of ARRy’s Selumetinib in the Phase II KRAS-mutant NSCLS run by AZN? Will AZN take this into Phase III? RB

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By: Ohad Hammer

Still don’t know. I am talking with the company next week, will try to update then. Ohad

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By: Chris

Ohad, thanks for the reply Chris

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By: Christian

hi Ohad, let me ask you a - rather stupid - follow-on question to above issue ref ARRY. MEK162 (Novartis) is the next-generation MEK-inhibitor. What is in general different to selumetinib? I mean, if...

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By: Chris

Hi Ohad, What’s your opinion on CLDX? Does the selling off stem from the market or is there anything else we are missing? How low can it go? Thanks Chris

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By: Summer

I’m also interested to hear what the co says about the recent “failure”. By recent failure, I mean the recent press release about the result of the trial.

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By: Ohad Hammer

Christian, It’s hard to say whether MEK162 is superior to selumetinib in terms of efficacy but it certainly looks more potent and attractive in terms of pharmacological properties. Experience taught us...

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By: Ohad Hammer

Chris, I don’t know of anything that is specifically related to the company or its programs. The next two catalysts are initiation of p3 for the GBM cancer vaccine and data for CDX-011 in breast...

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By: Christian

Hi again Ohad, what do you think about Ablynx and its current market cap of EUR 177 million? some weeks ago it was a 400 million company like MorphoSys, and my feeling was that this does not fit...

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By: Ohad Hammer

Have to admit I still didn’t quite get the allure of VHH abs and their edge over conventional abs, especially when they’re going after soluble targets such as RNAKL (dmab) and TNFa (Humira, Remicade…)...

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By: Frank Frazzano

Ohad, Nice article on BMY, as you know I am very long BMY and now free/clear 1443 shares in my portfolio! That being said just wanted to go down memory lane for a sec,….my first blog response to you...

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By: sam

Hello Ohad, Synta stock has dropped near 52 week lows….perhaps because of the economy but also (in general) and lack of much news/updates (company specific). It also seems like short interest is very...

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By: Ohad Hammer

Frank, I am not very familiar with names you mentioned, Dx is not my field. EXAS seem to be doing very well recently, based on the data they have a real shot at replacing FOBT for colon cancer...

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By: Ohad Hammer

Sam, There are two issues which I consider to be “make or break” 1) A geographical licensing deal for ganetespib. 2) More positive data in ALK mutated lung cancer patients, especially in crizotinib...

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By: Toby

Ohad / Christian, Ablynx is still falling. I suppose Pfizer will not bring ATN-103 in Phase III, maybe someone has not public available information… Normally I would say at this level Ablynx is a...

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By: provocateur

Ohad Why do all the analysts think that Alphadrin will diminish Cabos potential?As in many cancer indications, its always a cocktail of drugs and drugs targeting diff. kinases will end up in a cocktail...

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By: Ohad Hammer

Toby, again I like only the vWF program at Ablynx but the platform has got to be worth something given the interest from pharma partners. Provocateur, imo (and it looks like everybody else has the...

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By: Toby

Ohad thanks for your work! I have the impresssion that you have a great knowledge of antybody-based drugs. Thus the question to another antybody-company: BioInvent. Do you have an opinion? Toby

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By: Ohad Hammer

Haven’t looked at them for a while. They’ve got some interesting targets but so far no exciting data. Ohad

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