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Neuste Beiträge aus: Celldex - Impfstoffe gegen Krebs

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eröffnet am 10.04.10 15:12:37
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neuster Beitrag 20.05.13 08:29:16
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Celldex Therapeutic

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WKN: A0RA0S
ISIN: US15117B1035
Symbol: TCE1
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schrieb am 20.05.13 08:29:16
Beitrag Nr.340 
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Schon ein Monat her, dass der Artikel von C.R.Jackson erschienen ist. Ist aber eine gute Übersicht, über die Projekte die bei CLDX laufen:


There Is A Lot To Like About Celldex Therapeutics

For some time, rindopepimut was the major reason why many have invested in Celldex Therapeutics (CLDX). However, late last year, Celldex generated a great deal of excitement after the final results from the company's Phase 2b metastatic breast cancer study of CDX-011 were released. The results were so good that the company plans to initiate a randomized trial suitable for accelerated approval in patients with triple negative breast cancer in the second half of 2013.

In addition to the CDX-011 accelerated approval study, Celldex plans to initiate new clinical studies and expansion studies for four other Celldex programs this year.

Celldex's primary focus is in oncology. There are four programs currently in clinical development for treatment of several cancers, and additional oncology programs are progressing toward clinical development. Celldex also expects data from three clinical studies by year end, including results from its Phase 2 study of rindopepimut with Avastin (bevacizumab) in refractory glioblastoma. The company also hopes to complete enrollment in the Phase 3 rindopepimut ACT IV registration trial in frontline glioblastoma.

Celldex's expertise is the design of new therapeutics and treatment regimens that maximize the beneficial aspects of the immune system, and counter its negative elements that are exploited by cancers and pathogens. These innovative programs include:

APC Targeting Technology, a new class of vaccines based on Celldex's proprietary antibody-targeted vaccine technology that is used to generate an immune response against cancer and other diseases;
Therapeutic Antibody Programs, a well validated approach to using antibodies that target cancer and other diseases directly or by interfering with the disease; and
Immune System Modulators, drugs that activate or suppress specific parts of the immune system, including such molecules as Toll-like receptor (TLR) agonists that can activate patients' innate and adaptive immunity.

Rindopepimut (CDX-110)

In June 2010, Celldex stock crashed after Pfizer (PFE) decided to end its collaboration with Celldex for CDX-110. Celldex vowed to continue research and development of rindopepimut, also known as CDX-110. CDX-110 is a immunotherapeutic that targets the tumor-specific molecule, epidermal growth factor receptor variant III, or EGFRvIII.

EGFRvIII is a mutated form of the epidermal growth factor receptor, or EGFR, that is only expressed in cancer cells and not in normal tissue, and can directly contribute to cancer cell growth. EGFRvIII is expressed in approximately 30% of glioblastoma tumors, also referred to as glioblastoma multiforme, the most common and aggressive form of brain cancer.

Glioblastoma multiforme tumor cells show a high resistance to radiation and chemotherapy. These tumors spread and infiltrate tissue so quickly that eradicative surgery is often impossible with recurrence occurring within months of the initial treatment.

According to the US National Cancer Registry, approximately 28,000 new cases of malignant gliomas are diagnosed in the United States and the European Union each year. The current standard of care involves surgery, followed by radiotherapy and chemotherapy. The relative survival rate for adults diagnosed with glioblastoma is less than 30% within one year of diagnosis. According to the Central Brain Tumor Registry of the United States, only 3% of patients live longer than five years after primary diagnosis. The median overall survival does not exceed 15 months despite surgical resection, radiotherapy, and chemotherapy even in selected clinical trial populations.

The research firm, GlobalData, estimated that the global glioblastoma multiforme therapeutics market was valued at $370 million in 2010. GlobalData forecasted that the market will grow at a compound annual growth rate of 2.4% to reach $449 million by 2018. This low growth rate is primarily attributed to the patent expiry of Merck & Co.'s (MRK) Temodal/Temodar (temozolomide) in Europe in 2009, and in the United States in 2014. GlobalData research found that the entry of low cost generics in Europe in 2010 led to a decrease in the market valuation.

According to the pharmaceutical industry research firm, Decision Resources, there is a significant opportunity for investigational glioblastoma drugs. Despite advances in treatment such as adjuvant radiotherapy in combination with Temodar/Temodal, prognosis remains poor as the majority of glioblastoma patients experience disease recurrence.

Both the US Food and Drug Administration (FDA) and the European Medicines Agency (EMA), have granted orphan drug designation to rindopepimut for the treatment of EGFRvIII expressing GB. The FDA has also granted a Fast Track designation to the investigational drug.

On November 15, 2012, Celldex announced the presentation of three-year survival data from the Phase 2 rindopepimut clinical program in EGFRvIII-positive glioblastoma, a more aggressive form of glioblastoma typically associated with reduced long-term survival in comparison to the glioblastoma population as a whole. Across three Phase 2 studies of rindopepimut, survival data has remained consistent, suggesting that a substantial and continuing survival benefit exists in comparison to independent control datasets at the median and at three years.

In the multi-center Phase 2 ACT III study, the median overall survival was 24.6 months from diagnosis (21.8 months from study entry) and overall survival is 26% at three years. In the Phase 2 ACT II study, the median overall survival was 24.4 months from diagnosis (20.5 months from study entry) and overall survival is 23% at three years.

The long-term survival data across all three rindopepimut Phase 2 clinical trials was consistent and suggested that rindopepimut provided long-term survival beyond what is historically seen in this subset of EGFRvIII-expressing glioblastoma patients, a group that typically has more aggressive disease associated with a worse prognosis than the general glioblastoma patient population.

In addition to the presentation of updated survival data, Celldex also announced the presentation of data from a retrospective analysis of EGFRvIII expression status and associated clinical outcome in the Phase 3 Radiation Therapy Oncology Group's (RTOG) 0525 study. This analysis was conducted by the University of Texas MD Anderson Cancer Center in cooperation with RTOG to provide an assessment of the prognosis for patients with EGFRvIII-positive disease contemporary with the ACT III data.

"The results presented at SNO provide further validation for the rindopepimut clinical program," said Anthony Marucci, President and CEO of Celldex Therapeutics. "The median and long-term survival rates are impressive in comparison to both the MD Anderson and RTOG historical control datasets, with 23% to 33% of patients on rindopepimut surviving to the three-year mark versus 6% to 18% of patients in the historical control datasets. In addition, while the ACT II and ACT III data continue to mature, across all three Phase 2 rindopepimut studies, approximately 15% of patients are alive at five years compared to an expectation of 0%. These results support our belief that rindopepimut has the potential to dramatically alter the prognosis for patients with EGFRvIII-positive glioblastoma. To that end, we continue to actively enroll patients in the pivotal ACT IV study with more than 150 clinical sites around the world selected to participate and, to date, 118 of these sites actively screening patients."

In December 2011, Celldex initiated ACT IV, a pivotal, randomized, double-blind, controlled Phase 3 study of rindopepimut in patients with surgically resected, EGFRvIII-positive GB. The primary objective of the study is to determine whether rindopepimut plus adjuvant GM-CSF improves the overall survival of patients with newly diagnosed EGFRvIII-positive GB after Gross Total Resection, or GTR, when compared to treatment with TMZ and a control injection of KLH. KLH is a component of rindopepimut and was selected due to its ability to generate a similar injection site reaction to that observed with rindopepimut.

The ACT IV trial will enroll up to 440 patients at over 150 centers worldwide to recruit approximately 374 patients with GTR to be included in the primary analysis. Celldex expects to complete patient accrual by the end of 2013 and anticipate receiving data 18 to 24 months after completing accrual. The company anticipates ACT IV to cost over $60 million during its duration.

In December 2011, Celldex also initiated ReACT, a Phase 2 study of rindopepimut in combination with Avastin in patients with recurrent EGFRvIII-positive GB. ReACT will enroll approximately 95 patients in a first or second relapse of GB following standard therapy. The study will be conducted at approximately 20 sites across the United States. Approximately 70 patients who have yet to receive Avastin will be randomized to receive either rindopepimut and Avastin or a control injection of KLH and Avastin in a blinded fashion. Another 25 patients who are refractory to Avastin having received Avastin in either the frontline or recurrent setting with subsequent progression will receive rindopepimut plus Avastin in a single treatment arm. We expect data from this study to be available in the second half of 2013.

In addition, researchers at Stanford University are conducting an investigator sponsored, pilot trial of rindopepimut in pediatric patients with pontine glioma. Patient enrollment is ongoing for this trial.

In June 2012, a survey of US oncologists surveyed conducted by the research and advisory firm, Decision Resources, found that they would prescribe CDX-110 to 36% of their newly diagnosed glioblastoma multiforme patients if the drug is approved.

Decision Resources predicted that CDX-110 would earn an 18% patient share in the US newly diagnosed glioblastoma multiforme market by 2020 because only about one-third of glioblastoma multiforme patients harbor the EGFRVIII variant targeted by the drug. The firm concluded that this limitation, combined with increased competition in the glioblastoma multiforme drug market, will limit the patient population eligible for the therapy.

CDX-011

CDX-011, also known as glembatumumab vedotin, is a fully-human monoclonal antibody-drug conjugate (ADC) that targets glycoprotein NMB (GPNMB). GPNMB is a protein overexpressed by multiple tumor types, including melanoma, breast cancer and glioma. The FDA has granted Fast Track designation to CDX-011 for the treatment of advanced, refractory/resistant GPNMB-expressing breast cancer.

GPNMB has been shown to be associated with the ability of the cancer cell to invade and metastasize, and to correlate with reduced time to progression and survival in breast cancer. The GPNMB-targeting antibody, CR011, is linked to a potent cytotoxic, monomethyl auristatin E (MMAE), using Seattle Genetics' (SGEN) technology.

In June 2008, Celldex initiated a Phase 1/2 study of CDX-011 administered intravenously once every three weeks to patients with locally advanced or metastatic breast cancer who had received prior therapy. For all patients treated at the maximum dose level, tumor shrinkage was seen in 62% (16 of 26 patients) and median progression free survival (PFS) was 9.1 weeks. A subset of 10 patients had "triple negative disease," a more aggressive breast cancer subtype that carries a high risk of relapse and reduced survival as well as limited therapeutic options due to lack of over-expression of HER2/neu, estrogen and progesterone receptors. In these patients, 78% (7 of 9 patients) had some tumor shrinkage, 12-week PFS rate was 70% (7 of 10 patients), and median PFS was 17.9 weeks.

In December 2012, Celldex presented positive final results from the Phase 2b EMERGE clinical trial of CDX-011 in patients with both triple negative breast cancer and high GPNMB expression. In December 2012, Celldex announced final results from the EMERGE study which suggested that CDX-011 induced significant response rates compared to currently available therapies in patient subsets with advanced, refractory breast cancers with GPNMB over-expression (expression in greater than 25% of tumor cells) and in patients with triple negative breast cancer. The overall survival, or OS, and progression free survival, or PFS, of patients treated with CDX-011 was also observed to be greatest in patients with triple negative breast cancer who also over-express GPNMB and all patients with GPNMB over-expression.

In December 2012, Celldex had its end of Phase 2b meeting with the FDA for the CDX-011 program. Based on this meeting, Celldex intends to initiate a randomized study of CDX-011 for accelerated approval in patients with triple negative breast cancer that also over-express GPNMB in the second half of 2013.

Since triple negative breast cancers do not express estrogen, progesterone, and HER2 receptors, these cancers are resistant to conventional targeted treatments, including hormonal and HER2-targeted therapies. According to the National Breast Cancer Foundation, triple negative breast cancer occurs in about 10% to 20% of diagnosed breast cancers.

Celldex plans to initiate a pivotal, randomized, accelerated approval study of CDX-011 in patients with triple negative breast cancers that over-express GPNMB in the second half of 2013. Last year, the FDA drafted new guidelines for clinical trials researching early stage triple negative breast cancer in an effort to expedite the development of drugs to treat these cancers.

CDX-1401

CDX-1401, developed from Celldex's APC Targeting Technology, is a fusion protein consisting of a fully human monoclonal antibody with specificity for the dendritic cell receptor, DEC-205, linked to the NY-ESO-1 tumor antigen.

Researchers have detected NY-ESO-1 in 20% to 30% of all melanoma, lung, esophageal, liver, gastric, prostate, ovarian and bladder cancers. CDX-1401 is intended to selectively deliver the NY-ESO-1 antigen to dendritic cells to generate strong immune responses against cancer cells expressing NY-ESO-1.

Celldex is developing CDX-1401 for the treatment of malignant melanoma and a variety of solid tumors which express the proprietary cancer antigen NY-ESO-1, which the company licensed from the Ludwig Institute for Cancer Research in 2006. Preclinical studies have shown that CDX-1401 is effective for activation of human T cell responses against NY-ESO-1.

On October 29, 2012, Celldex announced that The Phase 1 study of CDX-1401 was the first clinical study to demonstrate that an off-the-shelf vaccine targeting dendritic cells in vivo through DEC-205 could safely lead to robust immunity when combined with TLR agonists in cancer patients. Significant anti-NY-ESO-1 titers occurred in 79% of evaluable patients.

In 2013, Celldex plans to initiate a Phase 2 study of CDX-1401 in combination with CDX-301 sponsored by the Cancer Immunotherapy Trials Network of the National Cancer Institute.

CDX-1127

CDX-1127 is a human monoclonal antibody that targets CD27, a potentially important target for immunotherapy of various cancers. Celldex entered into license agreements with the University of Southampton in the United Kingdom for intellectual property related to uses of anti-CD27 antibodies and with Medarex, a Bristol-Myers Squibb (BMY) subsidiary, for access to the UltiMab technology to develop and commercialize human antibodies to CD27.

CDX-1127 has been shown to activate immune cells that can target and eliminate cancerous cells in tumor-bearing mice and to directly kill or inhibit the growth of CD27 expressing lymphomas and leukemias. Both mechanisms have been seen even at low doses in appropriate preclinical models.

In November 2011, Celldex initiated an open label, dose-escalating Phase 1 study of CDX-1127 in patients with selected malignant solid tumors or hematologic cancers at multiple clinical sites in the United States. The Phase 1 study is designed to test five escalating doses of CDX-1127 to determine a Phase 2 dose for further development based on safety, tolerability, potential activity and immunogenicity.

On April 8, 2013, Celldex reported the results of an in vitro study analyzing the activation of human T cells with CDX-1127 at the American Association of Cancer Research (AACR) annual meeting.

"The results of this study confirm that CDX-1127 elicits potent activation of T cells by inducing their proliferation and release of important immune modulating cytokines," Tibor Keler, PhD, Celldex's Senior Vice President and Chief Scientific Officer stated. "Most importantly, we have shown that the activation is highly regulated, which limits any safety concerns related to non-specific stimulation of the immune system that similar candidates in this class have faced. This finding is supported by the good safety profile seen to date in our ongoing multi-dose Phase 1 human clinical trial. We believe CDX-1127 is an exciting entrant to the field of immunotherapy and look forward to presenting clinical data from planned solid tumor and hematologic expansion cohorts from our Phase 1 study by year-end."

The company anticipates reporting data from the CDX-1127 program in the second half of 2013.

CDX-301

CDX-301 is a FMS-like tyrosine kinase 3 ligand, or Flt3L, stem cell mobilizer and dendritic cell growth factor. CDX-301 has demonstrated a unique capacity to increase the number of circulating dendritic cells in both laboratory and clinical studies. In addition, CDX-301 has shown impressive results in models of cancer, infectious diseases and inflammatory/autoimmune diseases.

Celldex licensed CDX-301 from Amgen Inc. (AMGN) in March 2009.

In February 2013, Celldex presented final results from a Phase 1 multi-dose study of CDX-301 in 30 healthy subjects. The Phase 1 study evaluated seven different dosing regimens of CDX-301 to determine the appropriate dose for further development based on safety, tolerability, and biological activity. The data from the study were consistent with previous clinical experience and demonstrated that CDX-301 was well-tolerated and could effectively mobilize hematopoietic stem cell populations in healthy volunteers. Based on the safety profile and the increases observed for CD34+ stem cells and dendritic cells, Celldex plans to initiate a pilot study in hematopoietic stem cell transplant by the end of 2013.

CDX-1307

CDX-1307 utilizes monoclonal antibodies to deliver vaccine directly to the patient's immune system and focuses the immune system against hCG beta (hCG-β), a cancer-associated target believed to play a role in more aggressive forms of the disease. hCG-β is an established tumor-associated antigen that is over-expressed in a variety of common cancers including those of the colon, lung, pancreas, esophagus, breast, bladder, cervix, stomach, and prostate, but not expressed in most normal tissues.

CDX-1307 has been evaluated for the treatment of advanced colorectal, pancreatic, bladder, ovarian and breast cancers in two Phase 1 trials.

In October 2009, Celldex announced positive results from Phase 1 studies of CDX-1307 in patients with advanced epithelial cancers, including breast, colon, bladder and pancreatic cancer.

The studies enrolled more than 80 patients with heavily pretreated, advanced-stage breast, colon, bladder and pancreatic cancer, with an average of 4.6 prior therapies across the treatment population. All patient cohorts demonstrated a favorable safety profile with no dose limiting toxicity to date.

Researchers found that the combination of CDX-1307 with TLR agonists significantly enhanced immune responses against hCG-β, providing strong humoral responses in 88% of patients and cellular immune responses in 57% of patients analyzed to date. Immune responses occurred even in the presence of high circulating levels of hCG-β, suggesting that the CDX-1307 can overcome antigen tolerance in advanced and heavily pretreated cancers. Nine patients in the studies experienced disease stabilization from 2.3 months to 11.4 months following the initiation of CDX-1307 vaccination. Two of these patients have received multiple courses of CDX-1307 and continue treatment with stable disease at 6.4 and 11.4 months.

Celldex believe these data provide the basis for advancing CDX-1307 into a front-line patient population selected for hCG-β expressing cancers.

CDX-1135

CDX-1135 is a molecule that inhibits a part of the human immune system called the complement system. The complement system is comprised of proteins that are initiators of the body's inflammatory response against disease, infection and injury. Excessive complement activation also plays a role in some persistent inflammatory conditions.

CDX-1135 is being assessed for certain rare renal diseases involving dysregulated complement and therapeutic intervention in Antibody-Mediated Rejection (AMR) and other inflammatory conditions where the complement system is thought to have a critical role in the disease pathogenesis.

Celldex is conducting a Phase 1 study of CDX-1135 as a therapy for dense deposit disease (DDD), a rare genetic condition affecting 2 to 3 people per million worldwide. DDD is a devastating disease that is caused by uncontrolled activation of the alternative pathway of complement and leads to progressive kidney damage in children. There is currently no treatment for patients with DDD and about one-half of those with DDD progress to end-stage renal disease within 10 years. Because DDD recurs in virtually all patients who receive a kidney transplant, transplantation is not a viable option for these patients. In animal models of DDD, CDX-1135 treatment showed evidence of reversal of kidney damage.

Celldex is planning to initiate a pilot study of CDX-1135 in a small number of DDD patients to determine the appropriate dose and regimen for further clinical development based on safety, tolerability and biological activity with data expected by the end of 2013.

CDX-1189

Celldex is developing therapeutic human antibodies to a signaling molecule known as CD89 or Fcα receptor type I (FcαRI). CD89 is expressed by some white blood cells and leukemic cell lines, and has been shown to be important in controlling inflammation and tumor growth in animal models.

Celldex has proprietary, fully human antibodies to CD89 in preclinical development. Depending upon the specific antibody used, anti-CD89 antibodies can either be activating and thus stimulate immune responses, or down-regulating and anti-inflammatory.

CDX-014

Celldex also has a preclinical program, CDX-014, a fully-human monoclonal antibody-drug conjugate that targets TIM-1, a molecule that is highly expressed on renal and ovarian cancers with minimal expression in normal tissues. CDX-014 has shown potent activity in preclinical models of ovarian and renal cancer.

DCVax-001

Celldex and Rockefeller University investigators are collaborating on an effort to develop a vaccine against the human immunodeficiency virus (HIV), the virus known to cause Acquired Immune Deficiency Syndrome (AIDS). The vaccine, called DCVax-001, is an APC-targeted vaccine consisting of a fusion protein of a human monoclonal antibody with specificity for the dendritic cell receptor, DEC-205 linked to an HIV antigen. This program has been funded through a grant from the Bill & Melinda Gates Foundation. The vaccine is currently being tested in a Phase 1 trial in healthy volunteers at Rockefeller University.

...


http://seekingalpha.com/article/1346741-there-is-a-lot-to-li…
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schrieb am 21.04.13 10:30:37
Beitrag Nr.339 
(44.478.829)
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Zitat
CLDX hat nunmehr still und leise die Milliarden-Schwelle bei der Marktkapitalisierung geknackt:

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schrieb am 08.03.13 21:44:16
Beitrag Nr.338 
(44.232.356)
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Antwort auf Beitrag Nr.: 44.232.306 von SLGramann am 08.03.13 21:28:07Feuerstein:

Celldex plans to enroll approximately 300 patients with triple-negative breast cancer with tumors that also over-express the protein GPNMB. [The antibody portion of CDX-011 hones in on GPNMB-expressing tumors.] The patients will be randomized 2:1 to receive treatment with CDX-0-11 or Roche's Xeloda (capecitabine.) The primary endpoints are overall response rate or progression-free survival. Celldex says it will be able to submit for FDA approval (accelerated approval) as long as one of the two endpoints are met.

Celldex chose not to pursue a Special Protocol Assessment (SPA) agreement with FDA for the trial because regulators were copacetic with either overall response (with durability) or PFS as clinically meaningful endpoints given the lack of current treatment options for triple-negative breast cancer, Celldex chief medical officer Tom Davis told me in an interview. Pfizer (PFE_) employed "either/or" primary endpoints for its pivotal trial of the lung cancer drug Xalkori, so there's precedent for this design, added Davis.

The study will begin enrolling patients in the second half of the year, with accrual taking approximately 18 months. Top-line data will likely be approximately nine months later.

In addition to having triple-negative breast cancer that over-expresses GPNMB, the patients in the study will also be resistant to prior treatment with anthracyclines and taxanes. In other words, the patients in the accelerated approval trial will enter with less advanced disease than the patients who participated in the previous phase II study of CDX-011. [I wrote about the results from the CDX-011phase II study when they were presented last December.]

Celldex powered the new study with the assumption that Xeloda-treated patients (the control arm) will have a 15% response rate and PFS of 4 months. The company believes CDX-011 can double response rate to 30% and improve PFS by 2.25 months.

As I write this column on Thursday morning, Celldex shares are down about 5%. Hard to attribute the selling to anything specific, but I know the timelines for the '011 trial are a bit longer than what management told investors during the roadshow leading up to last month's stock offering.

The trial is certainly not without risk, which could also be weighing on the stock. Earlier-stage patients should, theoretically, respond better to CDX-011 but then it's more difficult to use results from the completed CDX-011 trial as an accurate comparator. [And don't forget, the old trial was quite small.]

Cancer drug expert, consultant and blogger Sally Church (@maverickNY) pointed to this study (via Twitter) of Avastin in second-line triple negative breast cancer patients. Median PFS was 6 months for Avastin plus chemotherapy versus 2.7 months for chemotherapy alone.

Church tweeted:

"If Avastin can achieve 6 mon after taxanes in TNBC, then comparing 011 to capecitabine 2nd line will need to match that."

Lots to think about in terms of handicapping the results from the CDX-011 trial. There's also plenty of time.

Celldex is more than just CDX-011. On its call Thursday morning, the company said to expect patient enrollment in the phase III study of rindopepimut in brain tumor patients to wrap at the end of the year. The first interim look at data from the study will take place in mid-2014.

An earlier-stage drug candidate, the complement inhibitor CDX-0135, has also generated some investor interest. A small pilot study in Dense Deposit Disease should have data by year's end.
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schrieb am 08.03.13 21:28:07
Beitrag Nr.337 
(44.232.306)
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Aus dem aktuellen CC:

- The pivotal ACT IV study continues to actively accruing patients at more than 142 centers around the world. Enrollment is going well with a targeted accrual date at the end of 2013 and a potential for BLA filing in 2015.


- Based on our discussion with the FDA and with breast cancer experts and specialists, we believe we have a well-defined approval path ahead of us for CDX-011 in breast cancer. As Anthony mentioned, the next step is the initiation of a clinical trial suitable to support accelerated approvals in patients with triple negative breast cancer that also overexpress GPNMB. Specifically, as outlined on slide seven, we expect this trial to be a 2:1 randomized study accruing approximately 300 patients.

We’ve designed a direct comparison study at CDX-011 versus capecitabine, also known by the trade name Xeloda.

As you’ve heard before, GPNMB overexpression is defined as 25% of tumor cells testing positive.

With the trial size of 300 patients, we should be able to confirm with confidence our response rates to CDX-011 of 30% or PFS benefit of 2.25 months

And there is a high level of enthusiasm for the return of CDX-011 to the clinic, which will support strong enrollments. We intend to include approximately 75 to 100 academic and community centers across North America into the study and anticipate accrual to take about 18 months. Final readout could occur within nine months of accrual completion. With positive results, this would position us for a BLA filing in the late 2015-2016 timeframe.

While we will follow patients for an overall survival in the study targeting accelerated approvals, we also plan to sequentially initiate a Phase 3 study in all patients with metastatic breast cancer that overexpress GPNMB. This study could both confirm full approval and expand the treatment indications. The details of this study will depend on initial results from the accelerated approval study that we would anticipate that it would begin prior to results reading out from that accelerated approval study.


- So for rindo we’re are looking at some of the newer therapeutics that have come out over the past few years plus what’s already being paid for in GBM such as Avastin. So our models would look at anywhere between $80,000 and $100,000 for rindo, and for 011 we’re looking at least the last two drugs that have been approved as ADCs which are in the range of between $90,000 and $100,000.


- And remember Boris, it’s an neither/or; either we hit the ORR benefit or the PFS benefit. So, it’s an neither/or.


- Well, our data for EMERGE would suggest that within the triple negative population about 40% will test as high expressers.


- Cantor Fitzgerald
Okay and on the larger GPNMB expression study with the full complement of all comers in that, would that also be study based on similar end points, or would you go for NOS endpoint at that point?

Tom Davis
Well, the confirmatory study would need to be OS, again the FDA standard for full approval is survival and they would want that trial to provide OS data. It would be sized for overall survival. That said, there could also be early looks that might accelerate the process, but that’s the tradition and that’s basically what the FDA recommended in our meeting.


- ROTH Capital Partners
And taking the question. Not to belabor a particular point, I just wanted to make sure, and maybe it’s a rhetorical question at this point, with regard to the either/or, ORR or PFS for the 011 study, I just want to make sure that this is linking up with your FDA discussions and this was something that the FDA was okay with?

Tom Davis
Yeah, hi, Joe. We certainly discussed co-primaries with the FDA and they agreed. This is something that they have seen many times and are comfortable with and drugs have been approved with the either/or approach. It’s basically a concept of sharing the alpha, you assign different parts of your alpha error to the specific endpoints and then they can be free-standing approvable endpoints.


- Anthony Marucci
Thank you, Operator. And thanks everyone for joining us today. I want to close the call by directing you to the final slide number 11, our 2013 milestones.

To recap, 2013 will be a very busy year for Celldex. We intend to continue our focus on maximizing the accruals for the ACT IV rindo third registration study with the goal of completing accrual by the end of the year. We complete the ReACT window Phase 2 program and the data from both arms also by the end of the year. Initiate a pivotal accelerated approval study for CDX-011 in metastatic triple negative breast cancer in the second half of the year. Initiate a pilot study of CDX-1135 in Dense Deposit Disease with data expected by yearend, enroll the expansion cohorts for 1127 with data expected in the second half of the year, and finally, we’ll initiate a study of 301 in transplant settings once we complete our discussions with the FDA on next steps. And we hope to collaborate with the NCI funded CITN Group on a Phase 2 combination study of 1401 and 301.

So we look forward to progressing development across our broad pipeline which turns out to be a very busy year. We’ll continue to have multiple opportunities to update you on our progress, but as always we welcome your questions at any time. So thank you for your time today and have a great day.


--------------

Alles hübsch, würde ich meinen.
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schrieb am 11.12.12 00:38:03
Beitrag Nr.336 
(43.912.866)
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Im letzten Report von Oppenheimer wurde nach einer möglichen Zulassung 2016 konservativ 50T/Jahr angesetzt (Herceptin 70T/Jahr). 3rd-line GPNMB+(?) 14T ansteigend auf 16T in 2020... beginnend mit 20% Marktanteil ansteigend auf 2/3... ca. 600 Mio USD. Dazu 2nd-line 3x 3rd-line... 46T mit 33% Anteil und 1st-line 6x 3rd-line... 93T. Für 2026 grob geschätzt 3rd-line 860 Mio + 2nd-line 1263 Mio + 1st-line 1913 Mio... in Summe also von ca. 4 Mrd USD.

Naja... das ganze ist ja noch sehr unsicher. Aber prinzipiell ist der GPNMB+ Anteil wohl etwa so wie HER+, d.h. grundsätzlich könnte es schon in Richtung Herceptin gehen. Zusätzlich könnte CDX-011 noch in anderen Krebsarten angewendet werden.

Gruß
ipollit
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schrieb am 10.12.12 22:00:13
Beitrag Nr.335 
(43.912.421)
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Antwort auf Beitrag Nr.: 43.907.928 von ipollit am 09.12.12 18:45:39Vielleicht ist es aber auch nicht sinnvoll, den Anteil zu hoch zu wählen.


Hallo ipollit,

ja, ist schon eine schwierige Abwägung, wie viele potentielle Patienten ich von vornherein ausschließen will. Um so enger ich die Kriterien mache, um so mehr kommerzielles Potential verliere ich.

Für eine Minibude wie Celldex würde ich aber sagen, dass sie erst mal die Wahrscheinlichkeit der Zulassung in einer Nische optimieren sollten - die Kür kann später kommen.

Wie auch immer, der Markt hat heute freundlich auf die Daten reagiert.

Ein paar Einschätzungen von Feuerstein:

Celldex plans to meet soon with the U.S. Food and Drug Administration to get sign-off on a plan for a confirmatory study of CDX-011, which if positive, could lead to an accelerated approval, said CEO Anthony Marucci.

Based on these data, Celldex would like to run a confirmatory trial for CDX-011 in patients with triple-negative breast cancer that also contains high levels of GPNMB, pending FDA agreement. Approximately 5,000 to 9,000 breast cancer patients in the U.S. fit this category, according to various estimates.

-----------

Ich spinne jetzt mal ein bissel rum und "schätze" das Umsatzpotential für den US-Markt:

5.000 Fälle
Preis CDX-011: 5.000 Dollar / Monat (das würde irgendwo zwischen Herceptin und Perjeta liegen)
Behandlungszeit 10 Monate

Umsatzpotential (konservativ) ca. 250 Mio. Dollar

Wenn man höhere Patientenzahlen und einen höheren Preis unterstellt, kann man auch auf 500 Mio. Dollar kommen.

Und das wäre erst der Anfang, den man wird ggf. versuchen, CDX-011 schon in früheren Krankheitsstadien einzusetzen und möglicherweise sind noch andere Indikationen als Brustkrebs machbar.

Wenn die für 2013 anstehende Studie ein Erfolg wird, dann beginnt die Geschichte ja erst und ein enormes klinisches Entwicklungsprogramm sollte dann angestoßen werden.

Das schreit eigentlich nach einer Verpartnerung mit einen großen Pharma - die US-Rechte sollte Celldex aber in jedem Fall behalten!
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schrieb am 09.12.12 18:45:39
Beitrag Nr.334 
(43.907.928)
Antwort
Zitat
hallo SLGramann!

Soweit ich es verstehe, war bei Beginn der Studie noch unklar, wo die GPNMB-Schwelle anzusetzen ist. Als Aufnahme-Kriterium hat man >5% bei Tumor- oder Stroma-Zellen (Stroma-Zellen sind die den Tumor umgebenen Zellen, die mit dem Tumor interagieren) gewählt, wobei offensichtlich fast alle Patienten mehr als 5% GPNMB in den Stoma-Zellen aufweisen, in den Tumorzellen aber nur 30%. Am Ende wurde aber nur der Tumoranteil betrachtet. Anscheinend gibt es auch Patientinnen in der Studie, die unter 5% GPNMB im Tumor aufweisen. Ich hätte es auch interessant gefunden, die Stroma-Zellen mit einzubeziehen. Im Poster ist die Patientin mit dem am längsten anhaltenden PR triple negative und GPNMB negativ... Tumor-GPNMB liegt unter 10% wahrscheinlich unter 5%. Trotzdem hat hier CDX-011 eine deutliche Wirkung.

Da CDX-011 auf GPNMB wirkt, ist es eigentlich trivial, dass ein höherer Anteil auch zu einer höheren Wirkung führt. Vielleicht ist es aber auch nicht sinnvoll, den Anteil zu hoch zu wählen. Sollte man nicht auch den Stroma-Anteil miteinbeziehen?

Falls es dich interessiert, so twittert u.a. Sally Church live von ASH... z.B. gerade über Genmab's Darutumumab. Dabei finden sich immer die einen oder anderen interessanten Infos:
twitter.com/maverickny

Gruß
ipollit
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schrieb am 09.12.12 18:03:13
Beitrag Nr.333 
(43.907.814)
Antwort
Zitat
Antwort auf Beitrag Nr.: 43.906.011 von SLGramann am 08.12.12 14:52:50dass man in dieser PII nur 49 Patienten mit high GPNMB auswerten konnte.

Totaler Quatsch. Denkfehler von mir. Verstehe nicht mehr, wie ich auf die Zahl gekommen bin.

GPNMB high waren 33 Patienten.

In den Trial hätte man ausschließlich GPNMB high-Patienten aufnehmen sollen.

Das sagt Hammer:

I think the data in GPNMB-high pts is very positive although the number are small (33 pts). Don’t like the strategy to target both triple-neg and GPNMB-high.
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schrieb am 08.12.12 16:20:59
Beitrag Nr.332 
(43.906.132)
Antwort
Zitat
Antwort auf Beitrag Nr.: 43.905.964 von ipollit am 08.12.12 14:18:03Das finde ich auch beachtenswert:

This benefit in overall survival is seen despite the fact
that more than a third of control patients received CDX-011 as a cross over at the time of disease progression.

...

Patients receiving IC alone who crossed over to receive CDX-011 upon disease
progression appeared to represent the better outcomes in the control arm, with a median survival of 12.5 months, as compared
to those who did not cross over, with a median of 5.4 months.
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schrieb am 08.12.12 14:52:50
Beitrag Nr.331 
(43.906.011)
Antwort
Zitat
Antwort auf Beitrag Nr.: 43.905.964 von ipollit am 08.12.12 14:18:03Hallo ipollit,

finde das absolut hoffnungsvoll.

Um so unverständlicher ist es für mich, dass man in dieser PII nur 49 Patienten mit high GPNMB auswerten konnte. Aus meiner Sicht war das ein schlechtes Trialdesign.

Wenn man nächstes Jahr in eine zulassungsrelevante Studie geht, sollte man sich ausschließlich auf Patienten konzentrieren, bei denen GPNMB stark überexprimiert ist.
Ob man sich zusätzlich auf triple negativ beschränken sollte, kann ich nicht einschätzen.
Grundsätzlich sollte hier aber gelten, dass man zunächst mal aus Nummer Sicher gehen sollte.

Es sei denn, sie können jetzt schnell verpartnern. Dann kann man auch alles mögliche mehr oder weniger parallel machen.

Gruß
SLG
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schrieb am 08.12.12 14:18:03
Beitrag Nr.330 
(43.905.964)
Antwort
Zitat
aktualisierte CDX-011 Daten...

https://twitter.com/adamfeuerstein

$CLDX all patients (low/hi GPNMB expression, n=122): PFS CDX-011 2.1 mos. vs control 2.0 mos. mOS CDX-011 7.5 mos. vs control 7.4 mos.

$CLDX hi GPNMB expression pats (n=33) PFS CDX-011 2.7 mos vs control 1.5 mos. mOS CDX-011 10 mos vs control 5.7 mos. not stat sig.

$CLDX triple neg/hi GPNMB expression pats (n=16): PFS CDX-011 3 mos vs control 1.5. mOS CDX-011 10 mos. v control 5.5 mos. both stat sig.
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schrieb am 05.12.12 00:42:48
Beitrag Nr.329 
(43.891.395)
Antwort
Zitat
ein paar aktuelle Kommentare auf ihub...
http://investorshub.advfn.com/boards/read_msg.aspx?message_i…

Pretty interesting interview with CEO, Marucci, today at "Biofest"

1. CLDX will pursue high-expressors of GPNMB in triple-negative breast cancer with OS as the primary endpoint in 3rd or 4th line therapy. This surprised me, because my understanding had been that that CLDX would pursue a PFS strategy in a small single-arm study. Marucci left the door open to this possibility, depending on what happens with the FDA meeting in early 1Q13. The patients in 3rd and 4th line therapy have such a terrible prognosis that Marucci thinks that 011 could very well show an OS benefit rather quickly. Triple-negative, high-espressors are about 6% of the total breast cancer population and Marucci thinks this is a good market to target.

2. CLDX has had a number of opportunities to partner Rindo, but Marucci has turned them all down. He wants CLDX to commercialize the drug on its own. He sees a $300 million or more market opportunity.

3, CDX-1127 will see solid tumor data in 2013 and lymphoma data late in the year. Marucci seemed more enthusiastic about the possibilities in lymphoma. He sees CLDX doing combo Phase II studies in lymphoma.

4. CDX-1135 in dense deposit disease is well-differentiated from Alexion's drug.

5. Important 011 data in breast cancer will be presented this Saturday at SABC.

6. Long-term, Marucci sees CLDX as a commercial drug company, not a buyout candidate. Uh, huh.

7. No word on partnerships at all. Not a good sign, IMO.

Bladerunner

*******

I spoke with the CFO last week; my vibe is they are nowhere near a partner. Got the old, "they want to see more mature data and/or see how the FDA meetings go"

If they can do a small single arm pivotal study for 011, I would prefer they go it without a partner because all a partner would bring to the table is money, and would most likely delay the trial for 6 months or more. If they need to do a large scale 800 person trial, they will NEED to partner because these guys would screw it up on their own. Either way, theyre gonna be raising more capital in 2013 I can guarantee you that.

********

You can't run a single arm trial with PFS as endpoint for accelerated approval because there is nothing to compare to. It has to be ORR as endpoint with duration of response where ORR needs to be over 20% with lower bound over 10% to have a chance for last line treatment.
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schrieb am 02.12.12 18:35:17
Beitrag Nr.328 
(43.884.531)
Antwort
Zitat
Antwort auf Beitrag Nr.: 43.882.552 von KnigRollo am 01.12.12 11:07:44Hallo,

Du hast recht damit, dass es Zulassungen schon nach PII-Trials gegeben hat. Die genauen Kriterien dafür kenne ich nicht, aber klar ist, dass es eine Indikation bzw. eine Patientenzielgruppe sein muss, die keine alternative Behandlungsoption hat.
In solchen Fällen reichen dann möglicherweise auch erfüllte "Hilfsendpunkte" wie OR oder PFS für eine Zulassung, ohne dass man einen Vorteil beim OS nachweisen muss.

Das könnte man hier sogar sagen (triple negativ und (über)exprimiertes GPNMB).

Trotzdem, nach allem was ich bisher gelesen habe, ist es ausgeschlossen, dass auf der Grundlage der bisherigen Trials eine Zulassung in Betracht kommt. Dafür wurden viel zu wenig Patienten behandelt.

Was demnächst passieren dürfte, ist, dass Celldex mit der FDA die Bedingungen für eine zulassungsrelevante Studie aushandeln wird.

Ich weiß nicht, ob die dann eher PIIb oder doch echten PIII-Charakter haben wird.
Ich hoffe, eine "pivotale" PIIb reicht aus.

Wie auch immer, es muss meines Erachtens eine weitere und ziemlich umfassende Studie geben. Eine Zulassung sehe ich nicht vor 2015.
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schrieb am 01.12.12 11:07:44
Beitrag Nr.327 
(43.882.552)
Antwort
Zitat
hallo gramann und natürlich alle anderen,

ich muss das nochmal ansprechen

was wäre denn eurer meinung nach eine voraussetzung für eine zulassung unmittelbar nach abschluss der phase II? gab es da nicht schon öfters derartige FDA manöver ?? gibt es beispiele wo andere firmen auf eine phase III verzichten durften und gleich an den Markt konnten... #??

danke
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schrieb am 17.11.12 19:47:09
Beitrag Nr.326 
(43.836.093)
Antwort
Zitat
Antwort auf Beitrag Nr.: 43.835.684 von SLGramann am 17.11.12 15:26:24hallo gramann

was wäre denn deiner meinung nach eine voraussetzung für eine zulassung unmittelbar nach abschluss der phase II? gab es da nicht schon öfters derartige FDA manöver ??

danke
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schrieb am 17.11.12 15:26:24
Beitrag Nr.325 
(43.835.684)
Antwort
Zitat
Antwort auf Beitrag Nr.: 43.833.485 von KnigRollo am 16.11.12 17:02:07Reifere Daten aus dem Emerge-Trial werden auf der SABCS veröffentlicht. Celldex hat am 08.12. eine Poster-Session.

http://sabcs.org/index.asp

An eine Zulassung aufgrund dieser Daten kann ich nicht recht glauben.

Ich denke, sie werden mit der FDA in den nächsten Wochen/Monaten abstimmen, wie ein "pivotal-Trial" aussehen muss (falls die jetzigen Daten gut sind).
Ich rechne mit einer weiteren PII b vor einer Zulassung. Also, 2 bis 3 Jahre wirds meiner persönlichen Einschätzung nach wohl noch dauern.
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schrieb am 16.11.12 17:02:07
Beitrag Nr.324 
(43.833.485)
Antwort
Zitat
Hi an alle ??

Welche Daten und vor allem wann haben wir von cdx 011 zu erwarten ? Habe sogar mal etwas von einer eventuellen vorzeitigen Zulassung aus diesem emerge trial gehört ?? ist das noch aktuell oder hat sich das zerschlagen ? was wären hierfür die voraussetzungen ?? wann käme das produkt auf den markt wenn es regulär in die phase III muss ??
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schrieb am 16.11.12 09:38:03
Beitrag Nr.323 
(43.831.573)
Antwort
Zitat

Rindopepimut weiter auf Kurs:


November 15, 2012

Celldex Therapeutics Announces Positive Three-Year Survival Data for Rindopepimut Phase 2 Clinical Program


--Data Strongly Support Ongoing Phase 3 Clinical Program--
--Data Presented at Society for Neuro-Oncology's (SNO) 17th Annual Scientific Meeting and Education Day--

NEEDHAM, Mass.--(BUSINESS WIRE)-- Celldex Therapeutics, Inc. (NASDAQ: CLDX) announced today the presentation of three-year survival data from the Phase 2 rindopepimut clinical program in EGFRvIII-positive glioblastoma—a more aggressive form of glioblastoma typically associated with reduced long-term survival in comparison to the glioblastoma population as a whole. Across three Phase 2 studies of rindopepimut, survival data remains consistent and suggests a substantial and continuing survival benefit in comparison to independent control datasets (see chart below) at the median and at three years. In the multi-center Phase 2 ACT III study, the median overall survival is 24.6 months from diagnosis (21.8 months from study entry) and overall survival is 26% at three years. In the Phase 2 ACT II study, the median overall survival is 24.4 months from diagnosis (20.5 months from study entry) and overall survival is 23% at three years. In the Phase 2 ACTIVATE study, the median overall survival is 24.6 months from diagnosis (20.4 months from study entry) and overall survival is 33% at three years.


http://ir.celldextherapeutics.com/releasedetail.cfm?ReleaseI…
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schrieb am 27.06.12 15:09:28
Beitrag Nr.322 
(43.326.441)
Antwort
Zitat
zwei neuerer abstracts

http://www.ncbi.nlm.nih.gov/pubmed/22589397
Clin Cancer Res. 2012 Jun 21. [Epub ahead of print]
Development of a Human Monoclonal Antibody for Potential Therapy of CD27-Expressing Lymphoma and Leukemia.
Vitale LA, He LZ, Thomas LJ, Widger J, Weidlick J, Crocker A, O'Neill T, Storey J, Glennie MJ, Grote DM, Ansell SM, Marsh H, Keler T.
SourceAuthors' Affiliations: Celldex Therapeutics, Inc., Phillipsburg, New Jersey; Celldex Therapeutics, Inc., Needham, Massachusetts; Tenovus Research Laboratory, Southampton General Hospital, Southampton, United Kingdom; and Division of Hematology, Mayo Clinic, Rochester, Minnesota.

Abstract
PURPOSE: The TNF receptor superfamily member CD27 is best known for its important role in T-cell immunity but is also recognized as a cell-surface marker on a number of B- and T-cell malignancies. In this article, we describe a novel human monoclonal antibody (mAb) specific for CD27 with properties that suggest a potential utility against malignancies that express CD27.

EXPERIMENTAL DESIGN: The fully human mAb 1F5 was generated using human Ig transgenic mice and characterized by analytical and functional assays in vitro. Severe combined immunodeficient (SCID) mice inoculated with human CD27-expressing lymphoma cells were administered 1F5 to investigate direct antitumor effects. A pilot study of 1F5 was conducted in non-human primates to assess toxicity.

RESULTS: 1F5 binds with high affinity and specificity to human and macaque CD27 and competes with ligand binding. 1F5 activates T cells only in combination with T-cell receptor stimulation and does not induce proliferation of primary CD27-expressing tumor cells. 1F5 significantly enhanced the survival of SCID mice bearing Raji or Daudi tumors, which may be mediated through direct effector mechanisms such as antibody-dependent cellular cytotoxicity. Importantly, administration of up to 10 mg/kg of 1F5 to cynomolgus monkeys was well tolerated without evidence of significant toxicity or depletion of circulating lymphocytes.

CONCLUSIONS: Collectively, the data suggest that the human mAb 1F5, which has recently entered clinical development under the name CDX-1127, may provide direct antitumor activity against CD27-expressing lymphoma or leukemia, independent of its potential to enhance immunity through its agonistic properties. Clin Cancer Res; 1-10. ©2012 AACR.



http://www.ncbi.nlm.nih.gov/pubmed/22327496
Hum Vaccin Immunother. 2012 Mar 1;8(3). [Epub ahead of print]
Construction and screening of attenuated ΔphoP/Q Salmonella typhimurium vectored plague vaccine candidates.
Sizemore D, Warner E, Lawrence J, Thomas LJ, Roland K, Killeen K.
SourceCelldex Therapeutics, Inc.; Needham, MA USA; Current Affiliation: Crucell Biologics; Rockville, MD USA.

Abstract
Preclinical studies evaluating plague vaccine candidates have demonstrated that the F1 and V antigen proteins of Yersinia pestis provide protection against challenge from virulent strains. Live-attenuated ΔphoP/Q Salmonella typhimurium recombinants expressing either F1, V antigen, F1 plus V antigen, or a F1-V fusion from Asd (+) balanced-lethal plasmids were constructed. To improve antigen delivery, genes encoding plague antigens were modified in order to localize antigens to specific bacterial cellular compartments which include secretion, cytoplasm, or embedded in the outer membrane. Candidate vaccine strains were evaluated for growth characteristics, full-length lipopolysaccharide (LPS), plasmid stability, and antigen expression in vitro. Plague vaccine candidate strains with favorable in vitro profiles were evaluated in oral murine or rabbit preclinical immunogenicity studies. Attenuated S. typhimurium strains expressing cytoplasmically localized F1-V and V antigen antigens were more immunogenic than strains that secreted or localized plague antigens to the outer membrane. In particular, S. typhimurium M020 and M023, which express Asd (+) - plasmid derived soluble F1-V and soluble V antigen, respectively, at high levels in the bacterial cell cytoplasm were found to induce the highest levels of plague-specific serum antibodies. To further evaluate balanced-lethal plasmid retention capacity, ΔphoP/Q S. typhimurium PurB (+) and GlnA (+) balanced-lethal plasmid systems harboring F1-V were compared with M020 in vitro and in BALB/c mice in a immunogenicity study. Although there was no detectable difference in plague antigen expression in vitro, S. typhimurium M020 was the most immunogenic plague antigen vector strain evaluated, inducing high-titer serum IgG antibodies specific to F1, V antigen, and F1-V.

PMID:22327496[PubMed - as supplied by publisher]


Grüße
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schrieb am 06.06.12 09:49:45
Beitrag Nr.321 
(43.254.195)
Antwort
Zitat
http://decisionresources.com/News-and-Events/Press-Releases/…
Surveyed U.S. Oncologists Indicate They Would Prescribe Rindopepimut to 36 Percent of Their Newly Diagnosed Glioblastoma Multiforme (GBM) Patients
However, Decision Resources Forecasts That Rindopepimut Will Earn an 18 Percent Patient Share in the Newly Diagnosed GBM Market in the United States by 2020
June 4, 2012—Burlington, Mass.—Decision Resources, one of the world’s leading research and advisory firms for pharmaceutical and healthcare issues, finds that surveyed U.S. oncologists indicate that they would prescribe the emerging vaccine rindopepimut (Celldex Therapeutics’ CDX-110) to 36 percent of their newly diagnosed glioblastoma multiforme (GBM) patients. Decision Resources forecasts that rindopepimut will earn an 18 percent patient share in the U.S. newly diagnosed GBM market by 2020 because only about one-third of GBM patients harbor the appropriate EGFRVIII variant targeted by rindopepimut—this factor, combined with increased competition in the GBM market, will limit the patient population eligible for the therapy.

The DecisionBase 2012 report entitled Newly Diagnosed Glioblastoma: Avastin’s Future Hangs in the Balance as Oncologists Await Phase III Data: Which Other Emerging Drugs Excite Them? also finds that surveyed U.S. oncologists and managed care organization (MCO) pharmacy directors agree that overall survival is one of the attributes that most influences their decisions regarding prescribing and formulary status determinations, respectively, in newly diagnosed GBM.

“In addition to extending overall survival, surveyed oncologists and MCO pharmacy directors highlight the need to improve a patient’s quality of life as one of the greatest unmet needs in treating this disease,” said Decision Resources Therapeutic Area Director Joanne Graham, Ph.D.

Clinical data and interviewed thought leaders indicate that bevacizumab (Roche/Genentech/Chugai’s Avastin) and two emerging vaccines, rindopepimut and ICT-107 (ImmunoCellular Therapeutics), when each is added to temozolomide (Merck & Co.’s Temodar/Temodal, generics) have demonstrated the potential to partially fulfill these unmet needs.
About Decision Resources
Decision Resources (www.decisionresources.com) is a world leader in market research publications, advisory services and consulting designed to help clients shape strategy, allocate resources and master their chosen markets. Decision Resources is a Decision Resources Group company.

About Decision Resources Group
Decision Resources Group is a cohesive portfolio of companies that offers best-in-class, high-value information and insights on important sectors of the healthcare industry. Clients rely on this analysis and data to make informed decisions. Please visit Decision Resources Group at www.DecisionResourcesGroup.com.



In den USA gibt es jährlich knapp 10.000 neue GBM Patienten. Multipliziert man das man den Provenge Preis und rechnet dies auf den 18 % Anteil um, hat man 180 Mil US $ CDX110 Umsatz. Ich denke die Preise für CDX im Europäischen Raum und RoW werden nicht so hoch angesetzt sein, allerdings sind das wohl einige Patienten mehr, so dass man den US Umsatz überschlagsmäßig verdoppeln kann: bedeutet etwa 350 Mil US $ an peak sales.
Damit wird vielleicht verständlich warum Pfizer die Entscheidung getroffen hat von CDX-110 Abstand zu nehmen.


Grüße
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schrieb am 29.05.12 11:33:37
Beitrag Nr.320 
(43.220.231)
Antwort
Zitat
Antwort auf Beitrag Nr.: 43.209.681 von Ackergaul am 25.05.12 08:47:39Hammer mit einer kurzen Stellungnahme:

Celldex (CLDX) was hoping to present the long-anticipated phase II data for CDX-011 at ASCO, but a “clerical” error prevented them from getting accepted. As a result, the company already published the results, which were overall positive with several caveats. The trial was unique as it compared CDX-011 to “physician’s choice” (patients in the control arm could receive a drug based on their physician’s decision). In other words, CDX-011 was rigorously compared to an active drug , not to placebo.

The results were positive because CDX-011 had comparable activity in the overall patient population and appeared more effective in two prospectively defined subgroups (tumors with high GPNMB expression and tumors that are negative to ER, PR and HER2, aka triple negative). It is important to note that the subset analysis is reliable as it was pre-defined before seeing the data, making it more reliable. The main issue with the results is the low number of evaluable patients in each subgroup (33 patients).


----------

Die Frage ist, was die "low number of evaluable patients" bedeutet. Kann und soll man damit in eine zulassungsrelevante Studie oder steht gar eine weitere P IIb an, um die Wirkung in den Subgruppen weiter und mit statistischer Signifikanz zu evaluieren?
Zweiteres wäre ja wirklich ätzend.
Ich hoffe allerdings, Celldex kann uns demnächst eine klare Strategie vorliegen, wie man zu einer Zulassung kommen kann!
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schrieb am 25.05.12 08:47:39
Beitrag Nr.319 
(43.209.681)
Antwort
Zitat
Zitat von SLGramannHallo Ackergaul,

vielen Dank für Deine hilfreichen Beiträge!

Ich gehe davon aus, dass wir demnächst auch eine Einschätzung von Hammer bekommen werden.

Strategisch bin ich übrigens der Auffassung, dass Celldex nur die Ex-US-Rechte gegen Royalties abgeben sollte, in den USA hingegen die Vermarktung selbst in die Hand nehmen sollte.

Gruß.

PS: Die Vorbörse ist mit etwa 6% im Plus - so wie die Nachbörse gestern im Minus war. Bin auf den wirklichen handel recht gespannt.


Ich befürchte auch das CLDX plant die mögliche Kommerzialisierung in den USA bei CDX-011 UND CDX-110 durch einen eigenen Vertrieb zu stemmen. Persönlich sehe ich den sicherern Weg die kompletten Rechte zu verhökern... Aber das CLDX Management ist halt sehr ambitioniert!

Zwei interessante Meldungen:
Die Erste vom vorher schon sehr optimistisch eingestimmten Alex To, der die Daten in meinen Worten als Homerun betrachtet:
Cross Current Research LLC
Alex To, MD, 609-243-0082, alex.to@crosscurrentllc.com
May 24, 2012
From Alex To CLDX: Striking Breast Cancer Data
* Once in a while in cancer research, we have a nirvana moment. One of the new drugs
demonstrates striking efficacy in a particular cancer type. We have been lucky in the last 3 years
to have had several such moments. To those we would include when Pfizer (PFE) presented
initial Xalkori (crizotinib) trial results in ALK-positive lung cancer, and when Plexxicon (later
acquired by Roche) presented initial Zelboraf trial results in BRAF-positive melanoma. Now we
can add to these milestones of cancer research yesterday afternoon's data release by Celldex on
the CDX-011 Phase 2 trial in GPNMB-positive breast cancer.
* The efficacy was most striking in the triple negative patients who are also high GPNMB
expressers: 36% partial response rate in patients who received CDX-011 versus 0% in the
patients receiving best of current care. The disease control rates were even more telling: 82%
versus 33%. Even with the data set being highly immature, the progression-free survival (PFS) in
this patient population is already statistically significant. We would certainly consider this data
set in the league of crizotinib and Zelboraf data cited above. Importantly, even only counting the
triple negative breast cancer patients who are also high expressers of GPNMB, the market for
CDX-011 is already far bigger than crizotinib and about in on a par with Zelboraf. But, the data
for CDX-011 in triple negative patients in general, and in GPNMB-positive patients in general,
are also encouraging. The striking data in the triple negative patients have much to do with the
complete lack of treatment options for these patients. We suspect that in other subgroups of
breast cancer, if CDX-011 were combined with Herceptin (ROG.VX) in HER2-positive patients, or
combined with Afinitor (NVS) in ER-positive patients, insofar as these patients are high GPNMB
expressers, the results could be very good as well. This is before the drug is explored in a slew of
other cancers outside of breast cancer. In words, CDX-011 is not only the latest success in
targeted therapy, it also stands to be the targeted cancer therapy with the broadest potential
application. Consequently, the commercial potential of the drug could be beyond anything we
have seen to date in the cancer market.
* So, for the army of business development personnel from big cancer players who are packing
their bags heading to Chicago for ASCO next week, they may want to consider changing their
destination to Phillipsburg, New Jersey instead.

Zweiter Bericht
05/24/2012 08:42:23 PM EDT -- BioWorld Today
Possible Accelerated Approval Path 'EMERGE' for CDX-011
Phase IIb Data Early but Promising
Celldex Therapeutics Inc. is eyeing an accelerated approval pathway after preliminary Phase
IIb data showed impressive response rates in three subsets of heavily pretreated breast
cancer patients given glycoprotein NMB (GPNMB)-targeting antibody-drug conjugate CDX-
011 (glembatumumab vedotin).
Results from the EMERGE study presented late Wednesday afternoon – not at the American
Society of Clinical Oncology meeting, as suggested by a clerical faux pas – showed that the
drug had a 19 percent response rate vs. 14 percent for investigator's-choice (IC) treatment
in the overall trial population. But breaking down data by subset presented more dramatic
differences: In patients whose cancers expressed high levels of GPNMB (i.e. tumor or stroma
levels of 25 percent or greater), the response rate was 32 percent for the treatment group
vs. 13 percent for the IC group; patients stratified by triple-negative disease had a 21
percent response rate vs. 0 percent for the IC group; and those patients who had both triple
-negative breast cancer and high GPNMP expression had a response rate of 36 percent
compared to 0 percent for the IC arm.
Executives of the Needham, Mass.-based firm cautioned that those data were early – mature
data, including progression-free survival (PFS), are expected in the fourth quarter – but the
EMERGE trial appears to have met its goal of identifying the patients most likely to benefit
from CDX-011.
"We have clearly defined an enriched patient population, and we have a reliable assay,"
President and CEO Anthony Marucci told investors on a conference call. Marucci was referring
to an immunohistochemical assay that the firm said could be easily converted into a
commercial product alongside CDX-011.
Data also showed strong disease control rates vs. IC in all three subsets – 64 percent vs. 38
percent in the high GPNMB group; 71 percent vs. 33 percent in the triple-negative group;
and 82 percent vs. 33 percent in patients with both – and promising tumor shrinkage
numbers – 57 percent vs. 38 percent in the high GPNMB group; 54 percent vs. 33 percent in
the triple-negative group; and 64 percent vs. 33 percent in patients with both.
"I remind you that these are all heavily treated patients, making the numbers quite
impressive," noted Thomas Davis, the firm's chief medical officer.
Early PFS data indicated a trend for improvement with CDX-011, though in the high
GPNMB/triple-negative group it has already hit statistical significance with a PFS advantage
of 130 percent (p = 0.0032.)
Should the final data bear out the preliminary trends, Celldex plans to meet with the FDA
regarding the possibility of a single-arm trial design for accelerated approval in those subsets
of patients, followed by a randomized trial for full approval, testing CDX-011 against
standard of care, "ideally in a patient population not as heavily pretreated," Davis said.
Though accelerated approval has come under fire at the FDA as a handful of drugs given an
early nod later were pulled from the market after confirmatory trials missed their endpoints,
most recently Avastin (bevacizumab, Roche AG) in breast cancer, Celldex said it believes
CDX-011 could be a candidate for approval on a single-arm study.
"At the end of the day, you never really know exactly what the FDA's position will be," Davis
told investors. "But I think accelerated approval is a very realistic possibility."
No doubt the firm will highlight the unmet need in heavily pretreated patients – those who
have seen their diseases progress after anywhere from two or more prior treatment
regimens. As lead investigator Linda Vahdat, director of the Breast Cancer Research Program
at Weill Cornell Medical College, noted, "there's nothing on the horizon that even offers a
glimmer of hope" for those patients, adding that the median survival for triple-negative
breast cancer patients in particular is less than one year.
High GPNMB-expressing, triple-negative breast cancer and patients who fit both categories,
collectively make up about 35 percent of the heavily pretreated breast cancer population. So
the market "is still significant, in our view, even if CDX-011 is only indicated for relapsed and
refractory triple-negative patients expressing GPNMB," Brean Murray, Carret & Co. analyst
Jonathan Aschoff wrote in a research note.
Aschoff added that the incidence of breast cancer is roughly 190,000 per year in the U.S.
About 20 percent (37,600 patients) have triple-negative disease, with about 35 percent of
those patients expressing GPNMB.
Celldex currently retains full rights to CDX-011. The company said it plans to continue
advancing the product while it considers partnership opportunities.
Meanwhile, it's also funding a pivotal study of lead immunotherapy candidate rindopepimut
in glioblastoma multiforme. Celldex regained rights to that product from Pfizer Inc. in 2010,
after the New York-based big pharma bailed on the potential $440 million deal, citing
pipeline reprioritization, and decided to head into a registrational trial on its own. (See
BioWorld Today, Sept. 7, 2010, and Dec. 2, 2011.)
The company, which brought in more than $70 million in two public offerings within the last
year, ended the first quarter with about $92 million on its balance sheet and said cash was
sufficient to the firm into 2014. (See BioWorld Today, May 19, 2011, and Feb. 27, 2012.)
Shares of Celldex (NASDAQ:CLDX) gained 22 cents to close Thursday at $4.48.
(c) 2012 Thomson BioWorld, All Rights Reserved.
Copyright © 2012 Acquire Media. All rights reserved.


Noch etwas zu PFS: Ich habe gelesen, das es bei schon sehr oft behandelten Patienten schwer ist PFS Vorteile auf zu zeigen. CLDX hat dies zwar bei TN & High Expr. GPNMB gezeigt, aber bei High Expr. GPNMB und TN jeweils nicht. Hatte dies kritisiert und muss dies wohl ein wenig zurück nehmen. Immerhin liegt der Median der Vorbehandlung bei CDX011 bei 6(!!!).
Ich gehe davon aus, dass man noch vor Ende des Jahres einen Partner (zumindest EU und RoW) finden wird. In diesem Fall kann ich mir dann ber nicht vorstellen dass dieser Roche (für mich die Beste Wahl, auch wegen Herceptin Kombi) heißt.

Grüße
Avatar
schrieb am 24.05.12 15:29:18
Beitrag Nr.318 
(43.206.690)
Antwort
Zitat
Antwort auf Beitrag Nr.: 43.206.466 von Ackergaul am 24.05.12 14:45:32Hallo Ackergaul,

vielen Dank für Deine hilfreichen Beiträge!

Ich gehe davon aus, dass wir demnächst auch eine Einschätzung von Hammer bekommen werden.

Strategisch bin ich übrigens der Auffassung, dass Celldex nur die Ex-US-Rechte gegen Royalties abgeben sollte, in den USA hingegen die Vermarktung selbst in die Hand nehmen sollte.

Gruß.

PS: Die Vorbörse ist mit etwa 6% im Plus - so wie die Nachbörse gestern im Minus war. Bin auf den wirklichen handel recht gespannt.
Avatar
schrieb am 24.05.12 14:45:32
Beitrag Nr.317 
(43.206.466)
Antwort
Zitat
Antwort auf Beitrag Nr.: 43.204.854 von Ackergaul am 24.05.12 09:01:08Mahlzeit,

nur um das mal klar zu stellen: Für mich deutet sich schon an, dass CDX011 bei High GPNMB Expression Wirkung zeigt, also berechtigte Chancen zur Zulassung haben wird. CLDX hat die Vergleichswerte von Eribulin und Ixabepilone (liegen im ähnlichen Bereich) angegeben und setzt darauf das die FDA respone Werte in dem Bereich reichen. Das glaube ich aber nicht. Die OS Daten werden für die FDA wichtiger sein. Bin aber guter Dinge das diese entsprechend postiv gegen Ende des Jahres ausfallen werden.
Habe mal in der Mittagspause in Excel ein paar Zahlen eingegeben:

Umsatzpotential
============

http://www.reuters.com/assets/print?aid=USL1E8GNIJS20120523
About 15 percent of breast cancer patients are triple negative, while high expression of GPNMB occurs in about 27 percent, according to Celldex. Because there is some overlap, both groups account for an estimated 35 percent of the total breast cancer population.
About 227,000 U.S. women are diagnosed with invasive breast cancer each year, according to the American Cancer Society.

Folgende Annahmen (Umsatz und Roy. angenommen für 1/5 = 20%; 1/4 = 25% und 1/3 = 33% der Patientinnen):
BC Patientinnen 227.000 (nur US) in der Berechnung x2 da EU Patientinnen eingerechnet (mehr Patientinnen aber niedrigerer Preis für CDX011 als in den USA)
Adcetris Preis von $100.000
Royalities 20% davon etwa 4% an SGEN = 16% für CLDX

TN BC [%] 15% (Reuters)
TN BC 34.050
Umsatz Potential Mil. $6.810 (@ 20% = Mil. $1.362; @ 25% = Mil. $1.703; @ 33% = Mil. $2.247)
CLDX Royalities @ 20% = Mil. $218; @ 25% = Mil. $272; @ 33% = Mil. $360

TN BC & H GPNMB [%] 39% (siehe EMERGE Studie)
TN BC & H GPNMB 13.280
Umsatz Potential Mil. $2.656 (@ 20% = Mil. $531; @ 25% = Mil. $664; @ 33% = Mil. $876)
CLDX Royalities @ 20% = Mil. $85; @ 25% = Mil. $106; @ 33% = Mil. $140

H GPNMB %] 27% (Reuters)
H GPNMB 61.290
Umsatz Potential Mil. $12.258 (@ 20% = Mil. $2.452; @ 25% = Mil. $3.065; @ 33% = Mil. $4.045)
CLDX Royalities @ 20% = Mil. $392; @ 25% = Mil. $490; @ 33% = Mil. $647

Beide Gruppen [%] 35% (Reuters)
Beide Gruppen 79.450
Umsatz Potential Mil. $15.890 (@ 20% = Mil. $3.178; @ 25% = Mil. $3.973; @ 33% = Mil. $5.244)
CLDX Royalities @ 20% = Mil. $508; @ 25% = Mil. $636; @ 33% = Mil. $839


Also bei Triple Negative & High GPNMB Expression gibt es etwa 13 T Patientinnenen (US & EU). Wenn jede Fünfte mit 011 behandelt wird wird eine halbe Milliarde Dollar wohl umgesetzt. Ich denke CLDX dürfte keine Probleme haben einen Partner zu finden mit guten Konditionen (um 20 % Royalities). Falls Ende des Jahres die OS Daten in High GPNMB Expression positiv werden, sprechen wir von einem mehr als 4 mal so hohen Umsatzpotential und damit möglicherweise Herceptin Niveau! Aber dafür reichen nicht nur gute Response Werte aus...


Grüße
Avatar
schrieb am 24.05.12 09:01:08
Beitrag Nr.316 
(43.204.854)
Antwort
Zitat
Zitat von SLGramannNachbörslich war die Reaktion negativ. Ich weiß nicht, ob das an den Daten selbst liegt (das sie unconfirmed responses mitzählen, ist vielleicht so ein Warnzeichen oder auch, dass zu PFS nicht alles so positiv klingt) oder ob die Erwartungshaltung eine andere war.

Meiner Meinung nach sollte man nun schauen, dass man einen pivotal-Trial designt und einen Partner findet. Man sollte sich auf die highly express GPNMB-Patienten + triple negative konzentrieren.


Zu den unconfirmed responses: Hier liegt einfach die Gefahr, dass die investigator einenen response also ein Ansprechen sehen wollen, wo keiner ist. Das können Firmen nutzen um Daten zu schönen. Allerdings muss das nicht der Fall sein. Aufschlüsse kann dann zB die PFS oder OS kurven bringen. Bin mir nicht sicher ob CLDX die nötige Stärke in der Studie hatte um statistische Signifiknaz bei PFS nachzuweisen:
Bei Triple Negative und High GPNMB Expression hat man sie zumindest nicht erreicht, "nur" bei Triple Negative & High GPNMB Expression.
Wenn ich die Daten interpretieren würde, glaube ich zB nicht die 32 % Partial Response bei High GPNMB Expression (confirmed ist nur die Hälfte!). Anhand der PFS Kurve sehe ich eher die 16 % conf. PR (CDX011) vs. 13 % (IC) als die wahren Resultate an. Median PFS bei CDX011 etwa bei 2,5 Monaten und bei IC 1,5 Monate = also 1 Monat PFS als Vorteil für CDX011 (bei Triple Negative ist der Vorteil schlechter). Bei Triple Negative & High GPNMB Expression liegt der vorteil bei etwa 1,8 Monaten (Median PFS: CDX011 etwa 3 Monate; IC bei 1,2 Monate). Demnach müsste man vielleicht sagen, macht nur mit Triple Negative & High GPNMB Expression weiter was den möglichen Umsatz von CDX011 aber ziemlich einschränken wird.
Letztendlich sage ich aber auch die PFS Daten sind weiche Daten: Die Patientinnen werden nicht jeden Tag kontrolliert ob der Tumor wieder fortschreitet, so dass sich hier Unstimmigkeiten ergeben können. Wichtiger werden die OS Daten sein. Zudem wird man hoffentlich genauere PR Daten noch liefern können, da die Abweichungen zwischen confirmed und unconfirmed doch teilweise sehr groß sind...

Fazit: Auf jede Fall keine schlechten Daten aus meiner Sicht. Das es keine Homerun Daten werden war mir nach der KE schon klar... Ich denke man wird bei High GPNMB Expression und Triple Negative trotzdem weiter machen. Warum? Patientinnen mit Vorbehandlung Eribulin und Ixabepilone spechen wohl nicht mehr auf CDX011 an. Das wird man in der nächsten Studie wohl ändern...


Grüße

Avatar
schrieb am 24.05.12 07:31:29
Beitrag Nr.315 
(43.204.561)
Antwort
Zitat
Antwort auf Beitrag Nr.: 43.114.753 von Ackergaul am 03.05.12 11:50:34Hallo Ackergaul,

die Ergebnisse sind da und wie ich finde sind sie - zumindest mit dem schon von Dir angesprochenen Begriff "subgroup" betrachtet - durchaus verheißungsvoll:

Preliminary results suggest that CDX-011 induces impressive response rates compared to current, available therapies in patients with advanced, refractory breast cancers with high GPNMB expression (expression in ≥25% of tumor cells). In this high expressing patient population, treatment with CDX-011 resulted in a 32% overall response rate (ORR; includes confirmed and unconfirmed responses), whereas treatment with Investigator's Choice (IC) single-agent chemotherapy resulted in a 13% ORR. CDX-011 also demonstrated strong response rates in patients with triple negative breast cancer across all levels of GPNMB expression (CDX-011 ORR of 21%; IC ORR of 0%), where treatment options are extremely limited. In addition, in patients with triple negative breast cancer who also highly express GPNMB, greater activity was observed (CDX-011 ORR of 36%; IC ORR of 0%). The ORR across all levels of GPNMB expression was 19% for the CDX-011 arm and 14% for the IC arm, and a direct, positive correlation was observed between increasing levels of GPNMB expression and increased CDX-011 response rates.


http://ir.celldextherapeutics.com/phoenix.zhtml?c=93243&p=ir…

Nachbörslich war die Reaktion negativ. Ich weiß nicht, ob das an den Daten selbst liegt (das sie unconfirmed responses mitzählen, ist vielleicht so ein Warnzeichen oder auch, dass zu PFS nicht alles so positiv klingt) oder ob die Erwartungshaltung eine andere war.

Meiner Meinung nach sollte man nun schauen, dass man einen pivotal-Trial designt und einen Partner findet. Man sollte sich auf die highly express GPNMB-Patienten + triple negative konzentrieren.
Avatar
schrieb am 03.05.12 11:50:34
Beitrag Nr.314 
(43.114.753)
Antwort
Zitat
Antwort auf Beitrag Nr.: 43.107.868 von sonnenwelt am 01.05.12 18:28:59als ich die Überschrift der Nachricht entdeckt hatte kam mir eigentlich nur eins im Sinn: Die Daten sind ein Flopp! Warum würde man sonst noch vor der ASCO Bühne einen Termin zur Präsentation der Daten organisieren? Nun gut, ein Grund wurde gefunden, wenn auch ein ziemlich...
Momentan ist CLDX bzw. das Team um Linda Vahdat wohl noch fleißig dabei die Daten zusammenzustellen und auszuwerten. Bei 120 Patientinnen wird das ein wenig dauern... Ich denke das CLDX auch ursprünglich geplant hat, die CDX011 Daten für die ASCO am 23.Mai komplett zu haben (ein abstract wäre mit dem Hinweis rausgebracht worden: die Details der Studie werden auf der ASCo präsentiert...).
Ich denke das CLDX auf jeden Fall ein Update zu ACTIII, insbesondere im Hinblick auf overall survivall, geben wird. Möglicherweise gibt es auch trotzdem noch abstracts zu CDX011.

Wie auch immer ein peinlicher Fehler für CLDX! Wenn aber am 23. die Daten in die Richtung der bislang präsentierten gehen (und da wurde nicht nach GPNMB ausgewählt):
http://www.celldextherapeutics.com/pdf/CDX-011%20breast%20AS…
dann kann man davon ausgehen das CLDX von potentiellen Partnern bald belagert wird, aus meiner Sicht vor allem Genentech. Also eine Verpartnerung wohl noch in 2012.
Falls die Daten komplett enttäuschen hat CLDX alles mit der KE richtig gemacht. Hatte man zu diesem Zeitpunkt ein Scheitern vielleicht schon abgesehen?

Mein Fazit:
Ich glaube nicht das die Daten komplett enttäuschen, bin aber auf Grund der KE nur vorsichtig optimistisch.
Was man zumindest jetzt schon festhalten kann, ist das die Studie nicht aus irgendwelchen Sicherheitstechnischen Gründen abgebrochen wurde. Auch hätten die Leiter der Studie den EMERGE Trial wohl beendet, wenn festgestellt worden wäre, das bei CDX011 eine höhere Sterblichkeitsrate als im "Placebo Arm" aufgetreten wäre. Zudem kann hier auch das Zauberwort "subgroup" aus der Patsche helfen: hilft CDX011 bei allen GPNMB Patientinnen oder vielleicht "nur" Triple negative disease...

Abwarten!

Grüße
Avatar
schrieb am 01.05.12 18:28:59
Beitrag Nr.313 
(43.107.868)
Antwort
Zitat
Hallo SLGramann,

schon erstaunlich, dass die noch nicht einmal ein Online-Formular richtig ausfüllen können. Oder war das alles Absicht, um sozusagen exclusiv eine eigene Bühne für die Verkündung der Ergebnisse zu bekommen.

Die Frage ist, warum die Ergebnisse nicht gleich jetzt veröffentlicht werden? Oder wertet man immer noch Daten aus.

CDX-011 Ergebnisse gibt es also am 23 Mai.
Was ist mit CDX-110. Wird man hierzu auf der Asco noch was hören?

Celldex ist und bleibt eine spannende Sache, mit viel Risiko aber auch vielen Chancen.

Gruß
sonnenwelt
Avatar
schrieb am 01.05.12 17:03:24
Beitrag Nr.312 
(43.107.670)
Antwort
Zitat
Etwas putzige Meldung, aber zumindest bekommen wir schon im Mai etwas mehr Klarheit:


Celldex Therapeutics, Inc. (NASDAQ: CLDX - News) today announced that interim, topline results of the Phase 2b EMERGE study of CDX-011 in patients with advanced breast cancer will be presented in a webcast on May 23, 2012. Linda Vahdat, MD, Professor of Medicine, Chief of Solid Tumor Service and Director of the Breast Cancer Research Program at Weill Cornell Medical College and the lead investigator of the EMERGE study, will join Celldex on the webcast to discuss data from the study. Webcast details will be provided at a later date.

Celldex anticipated presenting these topline results at the American Society of Clinical Oncology (ASCO) 2012 Annual Meeting. Due to a clerical error in which the incorrect submission category was inadvertently selected in the on-line ASCO submission form, the abstract for the EMERGE study was not considered for acceptance. Celldex attempted to rectify this clerical error but was informed that no exceptions are made to the submission policy.
Avatar
schrieb am 11.04.12 12:45:38
Beitrag Nr.311 
(43.023.910)
Antwort
Zitat
Mahlzeit,

CDX110 sollte man nicht aus den Augen verlieren: Nachdem Pfizer die Rechte abgetreten hat, ist klar dass kein Blockbuster erwartet werden kann. Aber bis zu 400 Mil $ sind wohl drin (falls die historischen Daten in AVT IV den CLDX Angaben gleichen; dass 110 ähnl. gut in wie ACT I bis III abschneidet gehe ich von aus...).
Bei 011 muss die ASCO abgewartet werden. Mit 12 % wäre ich eher enttäuscht. 20 % RR sollten es mindestens werden.

ARQL kenne ich, habe ich aber nicht auf den Radar. Soweit ich weiß forschen die nach Kinase Targets, die in der Onkologie ja immer mehr ins Rampenlicht kommen... Persönlich habe ich Genmab dieses Jahr ins Depot genommen - nicht wegen der ASCO, sondern weil ich denke das ein DARA Deal dieses jahr zustande kommt, der vielleicht in der Größe überrascht.


Grüße

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