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Biotech / Medical : Introgen Therapeutics

INGN 7.070

+0.7%

1:50 PM EST

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To: tuck who wrote (254)	3/23/2005 6:17:53 PM
From: zeta1961	Read Replies (1) of 802

Thanks Tuck for Derek Lowe's link..I used to have him bookmarked and lost track after I reformatted my computer<argh> In last CC, they told us that they are in constant communication with the FDA about the data as they are collating it..nothing more specific except that the full P2 data set will be published in a journal later this year..I haven't a clue nor do any of the bulls who've been following INGN seriously on YMB have a clue re: when we'll here from FDA..impossible since we don't know when the FDA is getting a look at the full data set..imo, the FDA already knows..but that's pure speculation at this point.. About summer: I posted this at YMB..but here's my view about this spring/early summer's dynamic: IMCL has guided for Q2 supplemental Erbitux filing for h/n..takes us to June 30th..ASCO is May 13-17...I'm unsure if IMCL will be updating h/n data at the meeting..but it's my sense(your opinion appreciated) is that if INGN does not give either P2 or P3 news/data that the market likes(partership will do too!) and IMCL files on time, INGN will take a big hit..it appears that nothing in the pipeline which is all unpartnered matters to the insti's.. what's your view about this? FYI..Bonner's(PI) peers at ASCO recommended confirmatory trials for Erb and head and neck because of the multiplicity of variables..

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