This taken from the Yahoo board. It this type information that keeps me hanging on.....One can only hope that it is true!
Geneva
by: contrarian77 09/24/02 03:47 pm
Msg: 2065 of 2065
The word back from investigators in Geneva last week on Medi-507 (aka
Siplizumab) was very good. There was no formal presentation of 507 data by MedImmune (or anyone else), but, as I indicated in a post here some weeks ago, we weren't expecting any. More than half of the investigators from the European phase II sub-cutaneous trials were present. We were able to spend time with the majority of them.
Consistently, what we learned was that the drug appeared to work well. Apparently, Medi-507 gave most patients a mild headache within the first day of treatment and this side affect allowed the docs a pretty good sense of which patients were in the treated arm and which weren't. (The investigators, incidentally, did not think the headaches were severe or durable enough to dampen enthusiasm for 507)
Thus, despite the double-blinded trial design, investigators soon saw that the results of medi-507 were impressive. Specifically, those that we spoke to saw PASI 75 levels consistent with or above those previously reported in the phase I/II trial (PASI 75 = 39%). Duration was excellent at 5 months plus and no incidents of opportunistic infection were reported. The drug was very well tolerated as evidenced by an absolute lack of drop-outs. These reports were consistent with the feedback from the U.S. investigators and if representative of the entire phase II trials, would put Medi-507 well above Amevive from an efficacy standpoint.
Naturally, we all want to see the hard data. Unfortunately, MedImmune has chosen its own time frame on when it will release it. MEDI now says it will submit the abstracts for the next big derm conference (early '03). As I've expressed here before, I think it is outrageous that MEDI plans to ignore timely public disclosure standards, but unless it changes its mind, one will have to show some patience (or sell the shares).
For those of you not willing to be patient, we are currently trying to purchase a few shares at these low levels and could use the liquidity. |
