Mike:
You're doing fine. Your nose points at good science. A built-in anti-scam device?
Your timing? Last Fall it was great.
ONXX.... does the virus selectively replicate in the tumor? If so, is it just an issue of direct killing of the tumor, or does the host anti-viral defense play a role? If it is simply an issue of selective replication in tumors and direct killing of the cell by the virus, then their efforts to engineer a non-immunogenic virus to get at intravenous admin and metastases is sound.
Odds? Long, long, long, IMO. However, aren't the results with primary tumors and the Bayer program sufficient reason, alone, to own it at this market cap?
No? Well, that's a reflection of the insanity of the rest of the world, not us.
:-o
OSIP..... it has been mentioned in the same breath with anti-angio over and over again in the T/FIF thread, and it is a major component of T/FIF and margin-pain. Pfizer appears to be quite happy with the anti-angio work from OSIP. From the 10-K.......
The
first of these programs to yield a clinical candidate, CP-358,774, which targets
a variety of cancers including ovarian, pancreatic, non-small cell lung and head
and neck, achieved a significant milestone with the completion of Phase I safety
trials and the initiation of Phase II clinical trials in the United States in
cancer patients. CP-358,774 is a potent, selective and orally active inhibitor
of the epidermal growth factor receptor, a key oncogene in these cancers. In
addition, two other compounds, CP-564,959 and CP-609,754, have been identified
and are in advanced stages of pre-clinical development. Nine other targets are
in active R&D at OSI. CP-564,959 is being developed as an orally available,
potent and selective inhibitor of a key protein tyrosine kinase receptor
involved in blood vessel growth or angiogenesis. Angiogenesis is induced by
solid tumors which require nutrients that will enable growth. The Company
believes that the ability to safely and effectively inhibit this process
represents one of the most exciting areas of cancer drug development. CP-609,754
is an orally active inhibitor of the ras oncogene, which is another important
target involved in many major tumors including colon and bladder.
I agree with you.... CELG is also a good play. When we shake the daytraders and the "everything should react like ENMD did" rationale, the SUGN results will be recognized for what they are.... exciting.
As Miljenko has pointed at, AACR is nice, but ASCO is coming.
Cheers! Rick
|
