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Biotech / Medical : VD's Model Portfolio & Discussion Thread

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To: Cytokine1 who wrote (1967)8/12/1997 9:44:00 PM
From: scaram(o)uche  Read Replies (1) of 9719
 
I see that CLTR is in the portfolio. IDPH hasn't made much noise lately about the concept that anti-CD20 inhibits the expression of bcl-2 and therefore might enhance the efficacy of CHOP.

I like CLTR, and appreciate the dilligent efforts that have led this far. This question is asked from ignorance. It is not an attempt to shoot CLTR down. But..... if anti-CD20 and CHOP are significantly more effective than CHOP alone, doesn't that spell big trouble for CLTR? I presume that Coulter's PLA will be reviewed well before any final conclusions can be drawn from the CHOP studies, so maybe this isn't a near-term concern?

Also..... IDPH and GNE announced 2/20/96 that they planned to take an anti-CD20 yttrium conjugate into phase II during '96. Did they? Any news?

Thanks for any help.

Rick
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