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Biotech / Medical : Abgenix, Inc. (ABGX)

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To: John McCarthy who wrote (531)	11/8/2005 8:25:10 PM
From: John McCarthy	of 590

"better than Avastin" caution - because CONTEXT is everything ...... If I say Mickey Mantle is better than Bud Harrelson I had better have STATS on both and then compare Batting Avg RBI's HR Runs and so on to prove my point ..... which is a long way to ask this question: At which SPECIFIC Avastin trial or trials is Roger Perlmutter using as a basis for his statement. It would seen to me that if he cannot back up his statement then AMGN stockholders and their lawyers are gonna have a field day. Again this is from the article .... <<<<<<<<<<<<<<< AMG 706 is being studied in patients with gastrointestinal tumors who have become resistant to Gleevec, a cancer drug sold by Novartis AG (NOVN.VX: Quote, Profile, Research) . Perlmutter said the drug is "better than Avastin," because it inhibits all of the tumor growth receptors, rather than just the one that Avastin blocks <<<<<<<<<<<<<<< I am getting lost here because I thought he was talking about Gleevec and then apparently jumps back (???) to compare Avastin and P. In closing, (and please fix my attitude) I don't recall a company spokesperson being so TONEWISE (1) direct (2) in your face when talking about (a) their drug and (b) the FDA. Maybe I am just too old to keep up ... regards, John

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