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Biotech / Medical : VD's Model Portfolio & Discussion Thread

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To: RWReeves who wrote (7756)	3/20/2000 11:45:00 AM
From: Biomaven	Read Replies (3) of 9719

RWR, Be interested what Peter sees in it. 1. Great animal data, including good synergy with the topoisomerase inhibitors drugs, and interesting theoretical underpinnings, both in mode of action and in selectivity. 2. Manageable toxicity. If you look at the prostate and pancreatic trials, you'll see limited myelosuppression and limited drop-outs, because these patients haven't been pre-treated with other predominantly myelosuppressive drugs. 3. The latest ovarian trial showed some impressive results, although admittedly on very small numbers. Taxol was hailed as a breakthrough when it showed responses of 20-35% in platinum resistant ovarian cancer. 4. MGI-114 is the sort of drug where some tweaking of dosage schedules and combinations with other drugs could make a tremendous difference. We are very much only seeing the first pass here. 5. Bottom line is I think they have an approvable drug here. At this point it's still not clear whether it's going to be a niche product or a blockbuster. 5. The very large recent increase in the MOGN sales force may possibly be a signal that something's up. Don't know if it's more co-promotion deals or something MGI-114 related. Peter

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