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

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To: Vector1 who wrote (8800)6/6/2001 12:37:41 AM
From: Miljenko Zuanic  Read Replies (1) of 9719
 
V1,

Several months ago I called CELG risky bet @30, based on T slow progress with MM and concern about colon cancer trial.
Recent news on collaborative colon cancer trial with PNU irinotecan did intrigue my curiosity. Mechanism by which T suppress Irinotecan toxicity and will this reduce its efficacy? Specially after two lead colon cancer trial were halted. Hope that CELG will be able to take advantage of this development (in addition that T is in combination with SU5416 in PI/II colon cancer trial, and that 5416 and Irinoitecan may become standard therapy).

Also, some positive early data from Signal work are surfacing.

Miljenko

Disclaimer: Without CELG position
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