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To: watchmymovement who wrote (17517)3/1/2012 11:09:24 PM
From: biobucks
   of 27414
 
What ever you guys are smoking i will have a double. This is pathetic. Glad you all can make light of it. Very sad drip drip drip down down down. I can hardly wait for trading to start in the morning.

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To: biobucks who wrote (17518)3/2/2012 9:00:21 AM
From: watchmymovement
   of 27414
 
I'm not making light of it. I'm just pointing out what historically happens when supposed good news is published.

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From: dorightbythem3/2/2012 9:14:09 AM
2 Recommendations   of 27414
 
UCB webcast Q&A happening now. Iris states that Emab registration is on track and patient population includes a good number of African Americans in light of the responses to Benlysta . Final data date remains the same.

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From: dorightbythem3/2/2012 9:54:41 AM
3 Recommendations   of 27414
 
Near end of Q&A, sub license of Emab , Iris - It was done in order to create freedom around product to seek partners. Follow up question - are there partners - She could not say - only that they now have freedom to supply them with Emab at this stage ( with smile in her voice - as interpreted by me).

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To: dorightbythem who wrote (17521)3/2/2012 10:29:59 AM
From: kdd999
   of 27414
 
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.

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To: kdd999 who wrote (17522)3/2/2012 10:47:27 AM
From: mokelumne river
   of 27414
 
I am having a hard time getting my arms around the concept that UBC would give up $30M and give back rights to emab oncology just for the opportunity to fish emab/SLE out there for prospective licensees. Or for those prospective licensees to need more convincing. Maybe that is the case, but still doesn't make $$$ sense to me.

But excellent info doright.

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From: me otter3/2/2012 10:54:53 AM
   of 27414
 
Thank you both. Good exchange.

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To: dorightbythem who wrote (17521)3/2/2012 11:33:31 AM
From: Fitzhughlaw
   of 27414
 
Dearest Do:

Thanks so much for the effort. You have done more for us today than the so-called management leadership team in Morris Plains will accomplish for the remainder of the month. Count on it. MAF

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To: dorightbythem who wrote (17520)3/2/2012 11:48:14 AM
From: idahoranch1
2 Recommendations   of 27414
 
Thanks Doright. The African American mention is noteworthy for a couple of reasons. They have the highest rate of SLE per capita and they didn't do well nor were there many in the HGSI trials. Also, they had a very high rate of HACA when using Rituxan, something like 30%.

In the Alleviate trials where 94 patients were evaluable after the trials were stopped by UCB, 20 were Black and 7 were Asian and 67 were White. There has not yet appeared to be issues with side affects by race in the data so far.


I looked at the Alleviate data again yesterday, I'm confident that we have a blockbuster coming. The shorts can control the price for now, they can't control their eventual outcome which I still believe will be brutal for them.

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To: mokelumne river who wrote (17523)3/2/2012 11:50:27 AM
From: kdd999
   of 27414
 
Then, how do you explain that they haven't come up with the other half of the payment? I think there are one or more suitors, and maybe one or both forked over a prepayment to play with UCB. Say they both gave 15M to be in the game. Trivial sum for most corps. I think AMGN paid more than that in legal fees to screw IMMU years ago.

Tiny amount to be in the game for a potential lupus drug that really works, after the benlysta crap. Don't think they didn't take notice of GSK's goof on that one. How much will GSK have to write off???

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