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Biotech / Medical : Introgen Therapeutics
INGN 7.000-0.4%Nov 7 9:30 AM EST
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To: zeta1961 who wrote (240)3/17/2005 1:30:16 AM
From: tuckRead Replies (2) of 802
 
>>Did indicate that the P3's may not need to be completed..no concrete answers which of course on YMB left open the debate that they are going badly, and that's why they are filing on P2(I don't see this logic)Will be publishing complete P2 data set along with other preclinicals later this year..emphasized that they've found a subpopulation for whom Advexin works quite well..alluded to perhaps future studies targetting this population<<

Hmmm. Taking those two statements together, one could infer that the PIIIs aren't going well for the entire population, and INGN will end up emphasizing a subset analysis -- implying additional testing and a smaller market should it make it to commercialization. Not sure what the FDA would do if they approved on PII data, then received equivocal PIII data. I suppose -- without looking -- that that's the thrust of the bear case on the YMB. The bull case seems a little simpler and less bizarre.

Still, sleeping better having lightened by half; playing with house money now (a la CTIC . . . grrr, back to a pretty small profit on CTIC despite that strategy, Pixantrone had better cause a stir -- but turned out better than holding the whole thing for sure).

Cheers, Tuck
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