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Biotech / Medical : Millennium Pharmaceuticals, Inc. (MLNM)
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To: tuck who wrote (2723)10/3/2006 11:10:36 AM
From: keokalani'nui   of 3044
 
As usual you have a very good grip on this, and I can see you've gone back several years. The company is unclear on what they did, if anything other than dose modification, to move mozobil into HIV. I give HIV program $0, better viewed as a liability. I posted somewhere why I have real doubts about the HIV program.

Expanded indications for M are mostly in cancer and would be primarily be in stem cell mobilizations/transplantation--both autologous and allogeneic--for treatment of blood and possibly solid cancers; these would especially include rad and chemo but also any blood-cell deleting therapies such as Rituxin/targacept etc. The company has raised the possibility M may sensitize leukemic cells to radiation, though I don't know why (I've learned to run whenever I hear 'sensitizes tumors to radiation').

What will drive entrenchment in the cancer regimens will be if they show not just that M reduces aphoreses, etc., but that somehow the M-cells are more robust or durable and result in increased LT survival.

The tissue repair program is only mildly interesting, to me, because of the recent publications by others, using very different methods and small N, where SC transplant into heart vasculature resulted in improved LVEF and survival. I doubt M will succeed in tissue repair at the moment but really can't rule it out. Not sure what is the state of the heart repair trial. Obviosuly this would be huge if lightning stuck.

But overall I think ANOR is now not very interesting as an investment and definitely would not recommend anyone look at it hoping for a higher bid.
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