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Biotech / Medical : T/FIF Portfolio

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To: scaram(o)uche who wrote (143)	10/22/1998
From: David Cathcart	Read Replies (1) of 1073

Rick, <<The thought was floated (not by you) in the MOGN thread that the Europe deal would be sealed by the time phase II trials were initiated. Didn't happen.>> Almost a year ago Blitzer said during a presentation that he expected to complete the European deal around the beginning of the phase II. I passed that comment along on the MOGN thread. As you point out the deal hasn't happened yet. Blitzer was wrong and perhaps silly to boot. The efficacy that Richard points out seems to me to be more important than the conversation about the Europe deal. If the drug is working, how important is it for the European deal to be competed now? If the drug continues to work, won't the European deal and a lot of other problems solve themselves? Am I seeing significance that is not there in the efficacy results revealed in the high dose patients in the phase I trial? Particularly in the case of the pancreatic patient. David

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