Again, I feel like today was another quite before the storm day. There was some interesting news but really nothing dramatic happening. 1. Jon Najarian pumped CLSN last night as an ASCO play, which is horribly odd given that CLSN will not be at ASCO and thermodox is a complete dud of a drug. I […]
After Phase III failure, Celsion is still worthless
After much debate from bulls and bears, in late January, Celsion (NASDAQ: CLSN) reported that the Phase 3 HEAT study of ThermoDox failed to meet the primary endpoint of achieving at least a 33% improvement in progression-free survival (PFS). This was not surprising to our group, who had been highlighting the many risks that could potentially […]
CLSN – Cautious on Celsion
With Jason Chew and Juan Pedro Rodríguez Serrate We are coming close to the top-line data release of Celsion’s Phase 3 trial of Thermodox in primary liver cancer. We have previously discussed our consensus view on the company throughout the year(CLSN – Quick Take- It’s Bear Territory , 3 Phase III trials set to read […]
3 Phase III trials set to read out in 2013 – ONTY, CLSN, NLNK
With Patrick Crutcher Some of the biotech sector’s most highly anticipated catalysts approach in early 2013. Nearly every issues has been debated upon between the first two companies, while the third is relatively unknown amongst most investors. Admittedly, it is very difficult to come to a clear consensus on the outcome of each study. They […]
ESMO12 Abstracts of interest
The European Society for Medical Oncology (ESMO) Congress 2012 kicks off on September 28th thru October 2nd. Abstract titles are currently able to be viewed and searched here(link), but no other descriptive information is available. Abstracts will be available before-hand on September 17th, with late-breaking abstracts coming during the Congress. Synta Pharmaceuticals (NASDAQ: SNTA) Several sources […]
CLSN – Quick Take- It’s Bear Territory
CLSN: Quick Take- It’s Bear Territory Overview: Celsion is developing a drug called Thermodox, a heat labile liposomal form of the chemotherapy doxorubicin. Investors are mainly interested in the HEAT trial, a multinational trial in patients with hepatocellular carcinoma (HCC) comparing Thermodox with radiofrequency ablation (RFA) versus RFA alone. The Wrong Endpoint: It does not […]
Celsion- Approval Seems Likely
Celsion is working on a cancer therapy called ThermoDox, a heat sensitive liposomal doxorubicin formulation. The technology was developed as a way to target drug delivery to the tumor. Liposomes were designed to be stable at normal body temperatures but mild hyperthermia (increasing body temperature) in the range of 41 to 42°C would trigger the […]
