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Biotech / Medical : Alexion Pharmaceuticals, Inc. (ALXN)
ALXN 182.500.0%Jul 28 5:00 PM EST

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To: tuck who wrote (219)8/29/2002 1:28:13 PM
From: keokalani'nui  Read Replies (1) of 824
 
As for RA, there is not much value attached to this program, but there is clearly therapeutic activity in certain patients. "Certain" patients is a scary notion. It may involve testing for serum complement activity, and no one really knows what percentage of RA patients this represents. Nor does anyone know if this group might also include anti-tnf failures. I haven't given up, but there is some intelligent clinical design work to be done here.

More interesting will be the MN results. This trial has also taken too long, troublingly so since this is clearly a complement-implicated disease--whether too much or too little WTFK. I can not longer articlulate my enthusiasm for this indication, but it sure seems likely that inhibiting the membrane attack complex would have value in the autoimmune destruction of the kidney, especially in later stages. Expecting results this year.

I hope, therefore I invest.

Would love to hear negative opinions from others.
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