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GLG News by Oncologists who Treat Hematologic Malignancies (US)

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April 14, 2008
Co-Payments for Expensive Drugs Soar: Does Pharma really want governmental controls?
Analysis of: Co-Payments for Expensive Drugs Soar | www.nytimes.com
Author: GLG Expert Contributor
Co payments which had been $5/10/20 in the past are now a %age of the cost. When the cost may be upwards of $50-100K and you have a 20% co pay you can see the costs that are transfered back to the insured.
April 14, 2008
Genentech still has a lucrative drug pipeline , but may not meet zelous estimates.
Analysis of: Genentech Profit Jumps By 12% on Solid Revenue | online.wsj.com
Author: GLG Expert Contributor
Genetech has an impressive inventory of block-buster drugs: Avastin, Rituximab,  and Herceptin,  whose sales have been increasing on a regular base. Hereceptin and Avastin will be getting more and more use with new indications and longer dosing schedules. However, given the sagging economy...
April 14, 2008
Hematide: a long acting ESA with more potential in chronic renal failure than in chemotherapy induced anemia.
Analysis of: Affymax and Takeda Report Long-Term Safety and Effectiveness Data of Hematide in Chronic Renal Failure Patients With Anemia | pharmalive.com
Author: GLG Expert Contributor
Affymax's Hematide is a long acting synthetic peptide that stimulates erythropoietin and acts as an ESA. Together with Takeda, the company sponsored a phase II trial that showed safety and efficacy in patients with chronic renal failure; phase 3 trials are underway. This drug amy overtake the currently...
April 14, 2008
CTLA4 Blockade in Melanoma: Where Next?
Analysis of: Pfizer Announces Discontinuation of Phase III Clinical Trial for Patients with Advanced Melanoma | pharmalive.com
Author: GLG Expert Contributor
So, now CTLA4 blockade, touted as the next big thing in melanoma, runs into the same thing as a host of other agents with promising phase II activity: failure at the phase III level.  Pfizer's randomized phase III of tremelimumab versus the fool's gold standard dacarabzine/DTIC was...
April 11, 2008
Genentech/Avastin: Drp in sales?? Be patient!
Analysis of: Genentech Profit Jumps By 12% on Solid Revenue | online.wsj.com
Author: GLG Expert Contributor
Has Avastin "hit the wall" as far as increased sales are concerned? Growth in the breast cancer market has not been as exuberant as expected.
April 10, 2008
Millennium purchase may open up avenues for more sales??
Analysis of: Takeda to Buy Millennium In $8.8 Billion Deal | online.wsj.com
Author: GLG Expert Contributor
Japan's biggest (by revenue) drug manufacturer has placed a bid For Millennium and it's primary product Velcade.
April 10, 2008
Sickle Cell Anemia: Does Icagen, Inc have an answer in senicapoc (ICA-17043)?
Analysis of: Efficacy and safety of the Gardos channel blocker, senicapoc (ICA-17043), in patients with sickle cell anemia | bloodjournal.hematologylibrary.org
Author: GLG Expert Contributor
"Senicapoc, a novel Gardos channel inhibitor, limits solute and water loss, thereby preserving sickle red blood cell (RBC) hydration." This appears to decrease hemolysis and increase hemoglobin levels.
April 10, 2008
Biosimilar " Neukine" will add to Amgen woes and is just tip of the iceberg!!!
Analysis of: Neutropenia: Biosimilar Product from India Moves One Step Closer to European Market | www.pipelinereview.com
Author: GLG Expert Contributor
An indian product similar to Amgen's Filgastrim " G-CSF" showed comparable efficacy and safety in a trial in Europe and is expected to get EMEA approval in 2010.  " Neukine" is already in use in India and in several "developing countries" in the MiddlE Esat and Asia where it is available at less...
April 10, 2008
Oncophage approval in Russia: Following Sutton's Rule!!!
Analysis of: Oncophage(R) Approved in Russia for the Treatment of Intermediate-Risk Kidney Cancer | www.pipelinereview.com
Author: GLG Expert Contributor
Antigenics' Oncophage is a form of immunotherapy for patients with intermediate risk renal cancer that showed efficacy in improving recurrence free survival in a randomized trial . The approval in Russia, may be due in addition to the obvious reason of less regulatory restrictions, is that the company...
April 9, 2008
Bexarotene (Ligand) It's SPIRIT is alive in a subset of lung cancer patients.
Analysis of: Phase III Trial Comparing Carboplatin, Paclitaxel, and Bexarotene With Carboplatin and Paclitaxel in Chemotherapy-Naïve Patients With Advanced or Metastatic Non–Small-Cell Lung Cancer: SPIRIT II | jco.ascopubs.org
Author: GLG Expert Contributor
This study, as well as a companion paper in the same JCO (Spirit I & II) http://jco.ascopubs.org/cgi/content/full/26/11/1886 Show that the subset of patients with markedly increase in lipids, survived > 12 mo!!

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