SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Biotech / Medical : Biotech Short Candidates

 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: nigel bates who wrote (536)6/4/2003 12:39:05 PM
From: tuck  Read Replies (4) of 897
 
Nigel,

Yeah, it looks like a good candidate. The number of thyroid cancer given in the PR gibes with ASCO's:

oncology.com

What they don't mention is just how rare ATC is: 2-3% of thyroid cancer cases.

endocrineweb.com

It is quick and deadly, as it tends to be in full swing by the time it is diagnosed, perhaps already going into metastasis. But 500 cases per year isn't exactly a booming market. I used to follow OXGN a bit, but so long ago that I've forgotten most of what little I knew. BMS returned the rights. Miljenko and Wilder used to kick this one around (even Rick would chime in). Any of you guys watching with Nigel and I?

The general feeling seemed to be that the compound was interesting, but OXGN's fumbling with PI allowed competing drugs to catch up. MZ didn't think highly of management. You and I used to post news there; this could be a stroll down memory lane:

Subject 11430

Cheers, Tuck
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext