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Biotech / Medical : Agouron Pharmaceuticals (AGPH)

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To: billkirn who wrote (4539)6/22/1998 1:25:00 AM
From: Peter Singleton  Read Replies (1) of 6136
 
Bill, why do you say AG3340 may not be strong enough to warrant continued development?

Is it based on the results published last week? While I agree with you the efficacy data sounds underwhelming on the face of things, remember this is PI data, and it's hard to tell much, and the data are sketchy in any event.

If you think MMPs are a good target for a cancer drug (it appears they may be), then I think 3340 has a chance at being a successful drug. I believe that it does what AGPH says it does, which is inhibit those MMPs implicated in cancer much more so than those MMPs which perform essential house-keeping functions.

Another question is how risky is the strategy to cut to PII/III from PI? It worked with Viracept, but is that any predictor here? I don't know.

I think they have an intelligently designed trial plan, and they believe they have selected the right dose range ... and their goal would be to get a 50% increase in survival time with terminal patients. If, for example, in NSCLC patients, if the chemo patients alone live 6 months, will chemo + AG3340 (which doesn't add significant toxicity) get 9 months?

Peter
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