Pharmacyclics (PCYC) Message Board

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Biotech / Medical : Pharmacyclics (PCYC)

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To: Icebrg who wrote (693)	1/16/2004 3:34:02 PM
From: JMarcus	Read Replies (2) of 717

Erik, for the moment I'm pingponging between here and the Biotech Valuation thread, where I've received some good feedback from Peter. Here's a link to some additional notes of mine on the PCYC sessions at JP Morgan, posted on Peter's thread: Message 19700526 As I've posted there, Xcytrin isn't an "only for lung cancer" drug. The company thinks it will have broad application for treating a host of cancer types and they are pursuing Phase I and Phase II trials in other cancer indications. It just so happens that NSCLC metastasizing to the brain provides a unique opportunity to show demonstrable therapeutic benefits without extending the trial all the way out to the traditional endpoint of a survival benefit. Which isn't to say that the drug has no survival benefit. Quite the contrary. The endpoint of neurological progression is just faster and easier to prove. Marc

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