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Biotech / Medical : Biotech Valuation
CRSP 53.80+2.6%Jan 2 9:30 AM EST
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To: seminole who wrote (1874)10/24/2000 9:12:02 AM
From: Biomaven   of 52153
 
richard,

I'm not arguing that the 1x per week isn't going to be better than the 5x per week - it seems very likely that it will be. It just seems to me that they haven't got enough data to properly choose the dosage regimen yet. How are they going to choose among their three new intermittent dosage regimens? The conventional approach here would be to run another Phase II in pancreatic ca to try out some different doses/schedules before proceeding to a Phase III. The risk they are running is that they end up not using the optimal regimen in their Phase III.

Obviously there is a substantial cost in time and money in re-doing a Phase II before proceeding to a Phase III, and I'm in no position to second-guess their decision. If they are confident of good enough results for approval without further tweaking of the dose schedule, then this decision makes sense. From an investment perspective, it does raise the risk level, though.

Peter
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