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Biotech / Medical : Tularik Inc. (TLRK)
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To: scaram(o)uche who wrote (266)7/26/2002 3:26:07 PM
From: JFitnich  Read Replies (2) of 598
 
Rick,

Appreciate your comments and POV on TLRK. Look like the market agrees with your assessment of the call. I have not listened yet (tonight).

I keep coming back to TLRK to look to add shares and keep passing. I can't get excited about T-67 and think that the HCC trial protocol (different dose) for the Phase 3 is rushed. As I see it, the Phase 3 rests on 3 options:

(1) FDA signs off on Phase 1 trial w/ X (small) patients in HCC @ 250mg/m2 dose. If that flies, then Phase 3 can proceed.
(2) FDA asks for another Phase 2 trial in HCC at the 250mg/m2, similar to the one just presented at ASCO
(3) FDA OK's Phase 3 based on completed trials (Phase 1's - Non HCC) that already used the 250mg/m2 dose

I have my doubts about 1 & 3 and I think another Phase 2 trial at the new dose is likely. That would push approval to 2005-2006. So…I guess I'm waiting for the FDA meeting. In short, I understand the company's need (& patients) to go rapidly, it just makes me cautious to add anymore at this point.

I would love for something to come out of the oncogene program (bias…I own MEDX). This long-winded (and most likely error-filled) explanation is opinion only. I own TLRK (modest)

JF

P.S. If Mike M. is reading, congrats on the new bambino!
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