Another reference to B competing against biologics
Post# of 72447
(Total Views: 325)
Posted On: 07/13/2017 5:59:35 PM
Another reference to B competing against biologics from slcimmuno:
slcimmuno
Thursday, 07/13/17 04:32:19 PM
Re: DaubersUP post# 189989
Post # of 190068
Continued impressive IBD numbers!!! 10 of 15 evaluable patients (67%), in total, achieving a “high-bar” definition of Clinical Remission. And the numbers might have even been higher if the x2 patients hadn’t opted out of final Endoscopy.
The sub-score data reads similarly strong (Endoscopy: 11 of 15, 73%; Rectal Bleeding: 14 of 15, 93%; Stool Frequency: 15 of 15, 100%) … And nice to see the Endosopy Images – can only think more of those (Endoscopy vids) are what’s being shown to Big Rx, proof positive of mucosal healing… no one can claim IPIX didn’t do the PoC study the right (harder) way. Also: Farraye quote, a nice first to have a clinical expert chime in.
Like I posted earlier, Pfizer’s Xeljanz, up for NDA for UC, only had remission rates of 18% and mucosal healing as a secondary measure -- Ozanimod didn’t post that impressive of #s either in its Phase 2 with rather small Ns too. And this is the same Ozanimod that went for $7.2bn, for 3 indications, kind of like Mongersen, which had a deal valued at $2.7bn.
Not saying our valuation is there yet, of course, though those N=15 patients’ data looks Phenom, but does goes to show the $$$ thrown around once IBD drugs are validated in larger trials.
Zeljanz UC
slcimmuno
Thursday, 07/13/17 04:32:19 PM
Re: DaubersUP post# 189989
Post # of 190068
Continued impressive IBD numbers!!! 10 of 15 evaluable patients (67%), in total, achieving a “high-bar” definition of Clinical Remission. And the numbers might have even been higher if the x2 patients hadn’t opted out of final Endoscopy.
The sub-score data reads similarly strong (Endoscopy: 11 of 15, 73%; Rectal Bleeding: 14 of 15, 93%; Stool Frequency: 15 of 15, 100%) … And nice to see the Endosopy Images – can only think more of those (Endoscopy vids) are what’s being shown to Big Rx, proof positive of mucosal healing… no one can claim IPIX didn’t do the PoC study the right (harder) way. Also: Farraye quote, a nice first to have a clinical expert chime in.
Like I posted earlier, Pfizer’s Xeljanz, up for NDA for UC, only had remission rates of 18% and mucosal healing as a secondary measure -- Ozanimod didn’t post that impressive of #s either in its Phase 2 with rather small Ns too. And this is the same Ozanimod that went for $7.2bn, for 3 indications, kind of like Mongersen, which had a deal valued at $2.7bn.
Not saying our valuation is there yet, of course, though those N=15 patients’ data looks Phenom, but does goes to show the $$$ thrown around once IBD drugs are validated in larger trials.
Zeljanz UC
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