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Biotech / Medical : Oncothyreon

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To: John Curtis who wrote ()	4/17/1999 11:47:00 AM
From: StockMiser	of 2344

Herceptin has always been seen as the "milestone" breast cancer treatment that Theratope is often compared to. (Expcected sales to top $150 million this year too). Here is an interesting article on Herceptin's effectiveness on Metastatic breast cancer, the same disease targeted by Theratope. marketwatch.newsalert.com Note that the effect (on those that have ANY effect at all) is an expanded lifespan of approx 4 months. But since the disease is incurable, the FDA was eager to approve the drug. I was happy to have found this article since it documented Herceptin results. Theratope, in all of it's trials, extended lifespans by at least 7-9 months, and even as much as 14 months in one study. These results are all using the "old" less effective formula. There is every indication that the current Phase III vaccine will be significantly more effective than that. I'll say it again...95% chance of FDA approval with better results than Herceptin. Who knows how good the results could be when used WITH Herceptin. In any case, I would expect better sales of Theratope as well. SM

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