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Biotech / Medical : CEPH
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To: Doug Kaiser who wrote (589)3/9/1998 1:55:00 PM
From: KurtVedder  Read Replies (1) of 998
 
<<"The association of IGF-1 and prostate cancer risk is stronger than that of any previously reported risk factor, including steroid
hormone levels,">>

Prostate cancer is the least of an ALS patient's worries.

<<Toni Claudio of UBS, has repeatedly pointed out that more ALS patients have died on
the drug than have improved>>

This point has already been addressed by the FDA and they are satisfied that the drug is safe and patients do not die from Myotrophin rather they are dying from ALS.
<<"IGF-1 is a dangerous drug with numerous serious side effects, and it has failed in many clinical trials,">>

It has not failed in "many" clinical trials. It has not had robust results in some neuropathy trials but we are not looking for approval in those applications yet.

<<"These are not good side effects for ALS patients, either," says Claudio.>>

How nice of Toni Claudio to care so much. But if Claudio has seen an ALS patient suffer as I have seen then that statement would never have been made. I do not make these statements because I am long on the stock. I just see Toni Claudio statement's as having some ulterior motive. Remember, Claudio was very bullish on Regeneron's BNDF.

Seem's like sour grapes. Instead I would speak to Tim Wilson of UBS. He is quite bullish and his expertise is in this field.

Good Luck.
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