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Biotech / Medical : Biotech Valuation
CRSP 53.85-4.6%Jan 9 3:59 PM EST

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To: scaram(o)uche who wrote (5471)1/18/2002 7:35:23 PM
From: Miljenko Zuanic   of 52153
 
<<Is there a letter saying that "refractory is tough to call, and it is not necessary to make that call if a trial is placebo controlled and double blind".>>

Progressed after two, maybe three, chemo (including irinotecan) regime, with documentation. Is this difficult?

I continue to believe that other, also important data (other than confirmed refractory) are in play. Like: mortality, duration of response, survival, combined toxicity,....

Irinitecan is on *black* list (cardio and liver toxicity), so anti-EGFr may exuberate this toxicity (which is unknown).

IMO, until they clear all this issue on C225, market will stay on sideline.

However, I still can't understand that BMY was so desperate for new drug that got pulled into this mess.

Miljenko
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