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Biotech / Medical : Agouron Pharmaceuticals (AGPH)

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To: Steve Fancy who wrote (4205)	5/4/1998 5:26:00 PM
From: Andreas Helke	Read Replies (2) of 6136

Average vs exceptional angiogenesis inhibitors: It is very easy to conclude that endostatin is an exceptional drug. If any of the anti angiogenesis drugs with human clinical trial results was working as well as endostatin is working in mice we would have heard the news and the corresponding company would possess a market cap of several billion dollars. Eissinger claims in thestreet.com that more than 20 companies are working on angiogenesis inhibitors. Folkman has not yet found any tumor that does not respond to endostatin. It even works against leukemia. A fact that I can understand but definitely did not expect. A quote from the New York times article which started the current rally: "For the past four years, Folkman said, he and his colleagues have found that all tumors responded to the drugs in the same way. Even leukemia, a blood tumor, responds, he said, because it turns out that leukemia needs to form new blood vessels in the bone marrow to grow. Leukemia tumors grow on these blood vessels, "like berries on a bush," Folkman said, shedding cancer cells into the blood." See Message 4300847 Andreas

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