Thanks, doright, for the info. I usually have a hard time listening to UCB broadcasts, for some reason (my browser doesn't like their format??)
Sounds like Iris is still very positive on Emab. Good sign. These people are not one-sided cheerleaders like the HGSI troups were. If the data showed lack of performance, they wouldn't keep going. I have read enough about the people at UCB to be certain of that. They just aren't as corrupt as GSK/HGSI.
But it sounds like the partner, whoever it will be, is not going to step in with any money until they have some hard core evidence (i.e., forget the FDA criterion, I think they want to see some actual patients doing well in such an obvious way that there is no question who is getting the drug. That could be a couple more months.)
At this point, I hope they have 2 potential suitors, because this will force someone to step in earlier. If emab does as well as in ph 2, I could see UCB et al getting ready to run with the drug as soon as the trials are done. There is still a humanitarian unmet need, Benlysta notwithstanding!!
If they can just get it approved for lupus, I'm hoping they'll try it off label for some other orphan immune diseases. |
