My view is:
CRVO>gout>mCRC.
I would say that CRVO is pretty much a lock, gout better than 50:50, and mCRC is ~50%. Putting a finer point on it would be silly. The communication with the agency on mCRC and the resubmission of the BLA obviously increases the original odds. I cannot comment on the safety issues of the Trap in mCRC as I have not scrutinized that data closely. In fact, I have only become more knowledgeable in oncology mechanisms/drugs in the past couple of years, as I was mostly focused in the past on CNS and endocrine/metabolism drug mechanisms. My academic and small company focus has been cellular and molecular mechanisms of receptors - primarily GPCRs and ligand-gated ion channels.
Certainly it is pretty interesting to view the REGN chart for the past 6 months, along with the brief retreat to ~94 in February. I have watched the day to day stock activity since the days that Chairman of the Board Roy Vagelos bought on the open market >1M shares when it was in the 4s. Prior to being CEO of MRK, Roy was Chair of Biochemistry at Washington University in St. Louis, an institution I have had past ties and for whom I highly respect.
Jim |
