David:
I didn't question reliability of the data. My opinion was based on possibility that there are some mistake. Also, if MGI-114 is administrated during five concessive days, it can reach needed tumor-killing concentration in tumor cells. In preclinical study research concluded that once the drug was up-taken by cancer cells, there are no back-leak from them. Because MGI-114 is smaller and easily penetrate in to cells, lover plasma conc. is necessary for reaching toxic concentration in cancer cells.
I was not able to find data on MGI-114 pharmacodinamic/kinetic in animal study. IMO this data are crucial, together with MTD-side effects, in PI study. Clinical response in PI is a plus, but not main reasons for PII trials. I am afraid that MGI missed the point in first PI and they have to repeat/expand study with new PI. Otherwise, they can move in to several small PIIa trials for different indication, and where they have promised results expand to PIIb.
I had misunderstanding on deal with NCI, and your answer make sense.
Regards your conversation with VR IR from MGI, I mast said that it is hard to accept his explanation.
To be honest, when I sow Richard H. interest on MGI (in many case I found him very indicative and good orientation for sec-tire bt), I took second look on MGI with attention to add to my position. I am still where I started; ambiguous about MGI-144. It have potentials to be several hundreds M drugs, but what are probability that it can reach this point?
Anyway, I really appreciate discussion on Salegen market potential and what it will means for MGI. Market completely undervalue this drug and MGI deserve better position than it has today.
mz |
