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Biotech / Medical : SangStat Med. (SANG) - 10 of 10 analysts say Strong Buy

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To: John S. Sturges who wrote (71)2/8/1998 7:39:00 PM
From: pwrmstr  Read Replies (1) of 184
 
John, regarding the Feb 18 meeting. My guess is that if there is new research being presented, it would be about the efficacy of Zenapax when used in combination with Cell Cept which is Roche's competing product for Cyclosporine and its generic twin Thymoglobulin. This is logical given that Zenapax doesn't prevent rejection as a stand alone therapy, it has already been approved for use in combination with Cyclosporine, and PDLI indicated in December that Roche was investigating Zenapax' efficacy when used in combination with Cell Cept. Logically, Roche would much rather market Cell Cept and Zenapax together than just Zenapax for use with its competitor's product. At the end of the day, it still seems that the critical issue is not Zenapax but the relative efficacy of Cell Cept versus Cyclosporine. At last April's meeting of ISHLT in London, Roche presented the clinical trial results of Cell Cept and a lot of physicians were disappointed with what they heard. Cell Cept is effective in some cases but is not poised to replace Cyclosporine as far I know. I'd be very interested if you have any additional facts you could present to support your position.
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