CytomX - ein bahnbrechender Ansatz in der Tumortherapie (Seite 131)

[BReal]

Antwort auf Beitrag Nr.: 54.767.473 von kmastra am 20.04.17 16:06:58

Das ist eine absolut massive Phase-1. Die Ergebnisse des Phase-2a-Arms dürften von ihrer Aussagekraft statistisch durchaus relevant sein. Hier will es jemand sehr früh bereits sehr genau wissen. Bleibt nur zu hoffen, dass es sich bei dem Antikörper tatsächlich um das CTLA-4-Projekt von CytomX handelt.

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Is Bristol-Myers Prepping To Outdo Itself In Immuno-Oncology?

Bristol-Myers Squibb (BMY) and Cytomx (CTMX) could be working on a less potent version of Yervoy and have data as early as 2018, an analyst said Thursday — a month after the two announced a deeper tie.
Though neither has commented specifically on which types of cancer they'll target in their deepened partnership, Bristol-Myers recently filed its plan to begin a three-year study of 531 patients with melanoma.
Evercore analyst Umer Raffat called the filing with ClinicalTrials.gov "intriguing." The trial will be a head-to-head comparison of a new immuno-oncology drug vs. Yervoy and look at a combination with Opdivo.
Although the filing doesn't identify whether the new immuno-oncology drug is Cytomx's, the pairing would make sense considering Bristol and Cytomx announced a deeper tie on March 20 to explore up to eight additional targets in oncology.
Their goal, Raffat says, is likely to find a less potent version of Yervoy, an immuno-oncology drug. Yervoy belongs to a class of drugs called CTLA-4 antibodies, which work to help the immune system identify cancer cells hiding behind CTLA-4 proteins.
Yervoy is effective, but it's also toxic. Its label includes warnings of "severe and fatal immune-mediated adverse reactions" including inflammation of the small intestine and colon, hepatitis, skin disorders, nerve damage and endocrine gland damage.
Cytomx is working on what is calls "probody" technology. These therapeutics are activated by certain conditions in the tumor environment. The goal is to limit the toxicity to the affected tissue and improve or create a therapeutic window.
"In simpler words, the intention is to develop a safer anti-CTLA-4 which delivers its effect at the tumor site and avoids the systemic tax elsewhere (which we see a ton of with Yervoy)," Raffat said in a note to clients.
Bristol's main goal of the trial is to reduce the incidence of adverse/serious events. The firm hopes its drug will operate as a more effective monotherapy vs. Yervoy in improving objective response rate, median duration of response and progression-free survival.
It will also combine the new CTLA-4 with Opdivo. Opdivo works similarly to Yervoy, but instead works to block the interaction between the immune system and the PD-1 proteins a tumor cell uses to hide. Opdivo rivals Merck's Keytruda.
Raffat expects to see early results in 2018.
"(The) focus will clearly be on whether the (toxicity) profile is materially better than Yervoy," he said. "In addition, it will also be interesting to see if there is an improvement."
Bristol-Myers stock closed up 0.45% at 53.44 on the stock market today, and Cytomx stock jumped 5.8% to 16.14.

http://www.investors.com/news/technology/is-bristol-myers-pr…

[Huusmeister]

Heute geht es ja mal wieder rauf in den USa

[kmastra]

Man munkelt, dass es sich hier um ein Projekt aus der Kolaboration mit CTMX handelt:

https://clinicaltrials.gov/ct2/show/NCT03110107?spons=bristo…

Ist nicht bestätigt würde mich aber nicht wundern. Ziemlich große Studie mit 531 Teilnehmern!

[StefanR]

Antwort auf Beitrag Nr.: 54.762.190 von SpanishEyes am 19.04.17 20:43:17

@spanisheyes

Und durch den Deal kann cytomx in der frühen Phase seiner eigenen Produkte mit diesem Liquiditätspolster richtig Gas geben.

Darüber hinaus gibt es 8 neue Lose, komplett finanziert durch BMS mit der Chance auf Hauptgewinne.

Schon das allein wäre ein Bewertungszuschlag über den Liquiditätszufluß hinaus wert.

[SpanishEyes]

Antwort auf Beitrag Nr.: 54.749.707 von biopadawan am 18.04.17 08:37:49

Habe heute aufgestockt, vereinfacht gesprochen stehen wir jetzt bei 10 USD pre-recent-BMY-deal

[biopadawan]

Antwort auf Beitrag Nr.: 54.686.456 von SpanishEyes am 06.04.17 07:54:15

Bis Ende 2017 scheinen ja keine Catalysts mehr in Sicht zu sein. Wie schätzt Ihr den Kursverlauf ein?

Aufgrund des kürzlich abgeschlossenen Deals mit BMY (mit 200 Mio Upfront P.) erscheint mit die derzeitige Bewertung nicht zu hoch zu sein. Evtl. Gibts aber trotzdem ein Sommerloch und ab Sept. dann eine Rally? Meinungen?

Denke ich lege mir mal wieder ein paar Dinger ins Depot

[SpanishEyes]

Antwort auf Beitrag Nr.: 54.685.265 von BReal am 05.04.17 21:55:02

Mir ist nicht klar woraus genau das geschlossen werden soll, die verlinkte Präsentation ist ja von 2016?! Sehe auch gerade keine weiteren Infos dazu in der aktuellen Präsi

[BReal]

Ist da was dran an diesem Tweet?

"It looks like the CAR-NK deal b/w CytoMx and @MDAndersonNews has been expanded to CAR-T. "

https://twitter.com/i/web/status/849281337370583040

Dass das Textfeld in der Präsentation erweitert wurde, fiel mir auch schon auf. Habe jedoch keine konkrete Meldung hierzu in Erinnerung.

[StefanR]

Korrektur

Rachel Humphrey ist chief medical officer von cytomx

[StefanR]

"CytomX Therapeutics Appoints Marion McCourt to Board of Directors

SOUTH SAN FRANCISCO, Calif., March 30, 2017 (GLOBE NEWSWIRE) -- CytomX Therapeutics, Inc. (Nasdaq:CTMX), a biopharmaceutical company developing investigational Probody™ therapeutics for the treatment of cancer, today announced the appointment of Marion McCourt to its Board of Directors. Ms. McCourt has more than two decades of operational and commercial leadership experience at several of the world's most innovative biopharmaceutical companies. The company also announced that Tim Shannon, M.D., General Partner at Canaan Partners, will leave the Board after more than four years of service.

“Marion’s joining our board comes at an important time for CytomX as our first two wholly-owned programs, CX-072 and CX-2009, enter Phase 1/2 clinical trials,” said Sean McCarthy, D.Phil., President and Chief Executive Officer of CytomX Therapeutics. “Her deep commercial expertise makes her an ideal fit as we build our clinical development capabilities and ultimately plan for commercialization of our innovative pipeline of novel Probody cancer therapeutics. We also would like to thank Tim for his many contributions to the Board and for the instrumental role he and the Canaan Partners team have played in our success to date.”

Ms. McCourt most recently served as Chief Operating Officer at Medivation until the company’s acquisition by Pfizer in September 2016. Prior to joining Medivation in February 2016, Ms. McCourt served as Vice President of U.S. Commercial Operations at Amgen Inc. Prior to that, she also served as Vice President and General Manager of Amgen's Bone Health & Primary Care Business Unit. Before joining Amgen, Ms. McCourt held numerous positions of increasing responsibility over a twelve-year career at AstraZeneca. There, she most recently served as Chief Operating Officer of AstraZeneca U.S., where she was responsible for all U.S. commercial functions, including medical affairs, business development, finance, human resources, legal, operations and corporate affairs. Ms. McCourt holds a B.S. degree in Biology from Lafayette College."



Möglicherweise kündigt sich hier der neu COO von cytomX an.
Auch Rachel Humphrey war zuerst einige Monate im Board of Directors, bevor sie CSO wurde.
Die Vita von Frau McCourt ist beeindruckend.
Wenn cytomX die nächste Entwicklungsstufe von Präklinik/Phase1 zu größeren klinischen Studien erklimmt, ist ein erfahrener COO (derzeit vakant) vorteilhaft.

LG

StefanR