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Biotech / Medical : Tularik Inc. (TLRK)

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To: Czechsinthemail who wrote (227)	6/14/2002 12:18:59 AM
From: keokalani'nui	Read Replies (2) of 598

Not a negative take, but company did not really take on the T67 bear case. The bear case being that they are going ahead without any data on what will likely be the P3 endpoint. Also did not really explain what is going on with the p2 combo and didn't even mention the plan to shorten dose admin. 40 min is not much time I know and someone could have asked duirng the presentation (it was obliquely asked during breakout), so I am only pointing out an opportunity was missed to show conviction. OTOH, it sounds like (my guess is) PPar-g (this would be the one of the five Goeddel has in the past said is not a novel target) will be within the first group to go into clinic and I am personally hoping HDL is with that first group also. All are very potent, very specific, and it sounds like all are highly, highly characterized pre-IND candidates. BTW, even though there is no approved HCC treatment, don't you think the FDA is going to expect improvement over dox? Wilder

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