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Biotech / Medical : Cell Genesys (CEGE)
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To: Londo who wrote (1100)3/19/2001 4:59:25 PM
From: Bosco  Read Replies (1) of 1298
 
Hi Londo - agree on ABGX valuation. To me, it is something extra to fall back on --- just to be conservative.

Considering CEGE business model of trying to burn as little cash as possible, the 2 factories are big commitment, so mgt is probably confident about the upcoming clinical trial(s). If memory serves, it is a combo of PhaseII/III, so, you are right that it may simply send the data to FDA for fast track. To be fair, there is a potential danger of being rejected for not having enough data. The upside is that pancreatic cancer is still a terminal disease [I think] and any decent data with sufficient efficacy will warrant fast track considerations.

I think CEGE's strategy is to try to get quick approval since time is money.

best, Bosco
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