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Biotech / Medical : VD's Model Portfolio & Discussion Thread
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To: Biomaven who wrote (6188)1/4/1999 8:23:00 PM
From: Vector1  Read Replies (1) of 9719
 
Peter,
Been looking at SUPG at your suggestion. Strange little company. Do you know who is underwriting the equity line? Pancreatic cancer is a killer. There is very little info I could uncover on the phase III or the phase II results which do not provide a lot of information. do you know where the sites are? Comparing to Gemzar for efficacy is troublesome. The problem with Gemzar is that it does not work. The theory is that all you have to do is show results that are as good and you get approval. The problem with that is that Gemzar is an embarrassment within the FDA and they know they made a mistake approving it. As good as or slightly better than Gemzar might not cut it . The FDA may also want to see comparable data with FU-5.

V1
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