It’s been a busy couple of weeks between traveling and ASCO 2012, so pardon the lateness of this report on the preliminary Phase 2 data that Celldex Therapeutics(NASDAQ: CLDX) presented on May 23rd. In our view, the data warrant further investigation of CDX-011 earlier in the disease and we look forward to the full results […]
CLDX – Departing comments on Celldex
With Celldex Therapeutics (NASDAQ: CLDX) due to report results today at 4:30pm EST, we wanted to take a few moments to review a few additional points. For those unfamiliar with the Celldex story, see our recent article[link]. In my opinion, success in this and future trials depends on several variables: whether CDX-011 actually hits GPNMB […]
CLDX – Analysis of Celldex Therapeutics
Celldex Therapeutics (NASDAQ: CLDX) had many biotech investors quite excited for the upcoming 2012 American Society of Clinical Oncology meeting in June, where they had hoped to present initial Phase 2B results of their EMERGE study of CDX-011 in patients with advanced breast cancer. However, news came this morning that a clerical error lead to […]
ASCO 2012: American Society of Clinical Oncology Preview Part 1
The 2012 American Society of Clinical Oncology (ASCO) Annual meeting[link] will take place from June 1st to 5th in Chicago. This is the world’s largest meeting of oncology professionals where some of the industry’s most important data presentations will take place. With conferences like these, come the abstracts releases for presentations; this year abstracts will […]
Trade Ideas for some upcoming catalysts
We wanted to throw out some trading ideas for some stocks that we are following, but may not necessarily get full write-ups on in time. Ideally, we will have research pieces on some of the companies below in the near future. – On Thursday January 26th, Celgene(NASDAQ:CELG) will be reporting earnings and financial guidance for […]
Clinical database updates
We got a chance over the past weekend to update the clinical database. After doing so, we felt the need to quickly highlight some potential catalysts. These events are likely to take place in the next 6 months and several companies have multiple upcoming value creating events. (To continue reading, sign up here or subscribers should […]
Celldex: Can Anything Halt It’s Slide?
Three Phase II trials and still waiting. It’s been a lot of bad news lately for this little biotech. Trial data has been scrutinized, a Phase II/III was downgraded to a Phase II, and big Pharma partner, Pfizer, has left it at the alter. Not surprisingly, the stock has been spiraling downwards since the middle […]
Celldex Sets it Straight at ASCO
After Celldex’s flubbed pre-ASCO abstract release led investor to question interim Phase II data for its cancer vaccine CDX-110 (PF-04948568), also with the generic name Rindopepimut, they made sure to get things straight at ASCO. As a reminder, the abstract stated 70% of patients on drug were alive and progression free at 5.5 months. This […]
