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December 2003 (v03-n12) |
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- Main Story
- pgs. 1-18 Medarex
- Macro Market Commentary
- pgs. 19-25
- Biotech Monthly Coverage Update
- pg. 26-35
- NIBM Model Portfolio
- pg. 36
- (Full outline below...)
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Medarex (MEDX) has
created a monoclonal antibody (MAb) targeting CTLA-4. This antibody,
MDX-010, essentially pushes the body to create autoimmune disease. This
helps cancer vaccines break the body’s existing tolerance for the cancer
cells and seems to unlock a more powerful immune response. |
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| Medarex is more famous for
core technology that creates fully human (not “humanized”) antibodies
using genetically engineered mice. This technology is outlicensed to
dozens of partners and is a considerable asset for the company. |
Subscriber direct access |
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| The following is an outline of this issue of
the NIBM Newsletter. |
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- Main Story - Mederex's pipeline shows
early promise
- Introduction
- Table: Basic facts on Introgen
- Disclosures
- Investment case
- MDX-010
- CTLA-4 science
- Cancer
science
- MDX-010 science
- The bad news
- Clinical
Trials
- MDX-010 + gp100 vaccine for
melanoma
- MDX-010 + multi-peptide
vaccine
- Table: Dose cohort results
- MDX-010 + DTIC
- Table: Monotherapy Arm A
results
- Table: Combo therapy Arm B
results
- Table: MDX-010 and Genasense
comparisons
- Other trials/indications
- Table: MDX-010 clinical trials
- MDX-010
pivotal trials
- How the trial works
- Table: MDX-010 pivotal Phase
III trial arms
- What's the label
- FDA discussions
- Pivotal trial timelines
- Our analysis
- MDX-010 approval outlook
- In the marketplace
- MDX-060
- MDX-070
- MDX-214
- Preclinical candidates
- MDX-1100
- MDX-1185
- MDX-1103
- MDX-1959
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- Corporate partnerships
- MAb genealogy
- HAMA-free please
- Fully human MAbs
- Which is better?
- Partnership terms
- Genmab
- IDM
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- Financial
- Convertibles
- Management stock sales
Table: Medarex selected milestones
- What can go Wrong
- Macro Market Commentary - "Outlook
for 2004"
- Chart: Comparing exchange short
interest and index movement in 2003
Biotech Monthly Coverage Updates
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Discovery Labs
- Genta
- Nabi
- Dendreon
- APC-8024
- MAbs
- Vaccines in the pipeline
- PROTECT/P11 study
- Provenge/9902b
- Partnership
- Targeted Genetics
- Indevus
- Esperion
- Seattle Genetics
- Validation
- NSCLC data
- SGN-030
- Aeterna
- SciClone
- Table: SciClone timelines
- Pharmos
- Milestones update
- ZymoGenetics
- rhThrombin
- TACI-ig
- IL-21
- rhFactor XIII (rhF13)
- Preclinical
- Financial
- Aphton
NIBM Model Portfolio Performance |
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