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Biotech / Medical : CLTR COULTER PHARMACEUTICAL

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To: Gordon James who wrote (307)9/6/1999 8:55:00 PM
From: Vector1  Read Replies (1) of 666
 
Gordon,
I am not particularly concerned with the CLTR label although the stock would be hurt if it is only approved for transformed Ig NHL. CLTR's multi-center phase III in refactory patients showed clear efficacy and longer duration than chemo. Rit has never been attempted clinically against such a refactory patient population. I think the typical patient had failed chemo at least four times and had a median progression to disease of 3 months.
The most powerful argument against CLTR IMO is that Rit plus CHOP is the gold standard and Bex will only be used for salvage patients. Even if this is the case the salvage population is enough to bring a satisfactory return from current levels if Bex is approved. The home run is off label use of Bex in first line treatment.
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