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Biotech / Medical : Sugen (SUGN)
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To: smh who wrote (412)4/25/1999 10:46:00 PM
From: Miljenko Zuanic   of 550
 
SMH'

<<Your statement makes more sense to me than what the co. said in either the cc or the release. >>

It is my statement, so be careful. :)

It is my opinion that SUGEN EU should be financed separately from SUGEN US. Also US SUGN should have financial support (from licensing and up-front fee) as well as *free* clinical trials in EU. Which will support and complement US trials (for 5416 and 6668).
Where is real true, balance, I do not know.

Regards the leverage and off-label potential, if 5416 KS trials proceed as planed (by SUGN), than drug may be approved in 2Q/3Q 2000, with plenty of off-label usage. Which is the faster drug development time than for any cancer drug which I saw up to date. Very impressive if realized.

However, as you said, market do not (or don't want) understand this future picture.

Hope they are wrong and we are correct.

Miljenko

PS: I saw that you have interest in NBIX and VRTX (also both in my holding). To very specific and at the same time very different story, imo.
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