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Biotech / Medical : VD's Model Portfolio & Discussion Thread

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To: Biomaven who wrote (6188)12/31/1998 8:59:00 AM
From: David Cathcart  Read Replies (1) of 9719
 
Peter,

You first referenced SUPG on this thread and some MOGN fans have been looking into their RFS 2000 drug, which is in P3 clinical trials for pancreatic cancer. It is a serious drug and will likely raise the bar of efficacy for pancreatic cancer with a median survival of 16.2 months among responders (33%). That easily beats Gemzar and looks like a score unless something derails it in P3. RFS 2000 is also interesting in that it is being tested on virtually the same cancers as those targeted by MOGN for MGI-114. See this graph:

supergen.com

The strategy of the company is virtually the same as that of MGI Pharma and their EVP & Chief Scientific Officer, Rajesh Shrotriya, M.D., once worked at MGI Pharma as Vice President and Chief Medical Officer.

I like the prospects of the company and its stock looks attractive at the current market cap. I hope discussion of the company on this thread will continue.

David
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