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Biotech / Medical : Biotech Valuation
CRSP 53.19-1.4%3:59 PM EST
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To: tuck who wrote (11073)3/30/2004 1:05:32 PM
From: Biomaven  Read Replies (1) of 52153
 
tuck,

I used to own SUPG, but it went in my last few months' culling. The company tends to push the envelope with its releases, so I always eye them with some degree of caution. So I basically chickened out.

MDS is a pretty large (50k patients) under-served population. The FDA not so long ago gave Pharmion's Vidaza priority review for this indication. Vidaza is also an hypomethylating agent, apparently quite similar to Dacogen.

Dacogen is a very interesting drug - I think the true promise of this class will emerge when they are combined with HDAC agents. (If I recall the details correctly, there was an interesting pre-clinical abstract at ASH combining Dacogen with Valproic acid, an existing anti-epilepsy drug that turns out to be an HDAC inhibitor.)

Peter
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