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Strategies & Market Trends : Biotechnology Cancer Cures -- Ignore unavailable to you. Want to Upgrade?

To: Phil Cressman who wrote (92)	8/15/1999 7:18:00 PM
From: chirodoc	Respond to of 226

BIOM is a stock that i follow quite closely. i can't claim to be enough of a researcher to be certain that it will be a huge success. however, the PI and PII trials appear to be well tolerated and it does appear to improve longevity and quality of life. if the PIII trials look as good as reports are touting, i can see them being able to get fast track. the fact that it is so non-toxic makes be think that it has a good shot relative to present cancer treatments that appear to have lots of untoward side effects. also, since it helps the body mount a generalized immune response, i would surmise that it may help many types of cancers, thereby increasing the odds of a blockbuster. there is a lot of good discussion on yahoo board but you have to overcome a few regular, nasty short sellers. curtis

To: Phil Cressman who wrote (92)	8/15/1999 7:24:00 PM
From: chirodoc	Respond to of 226

phil, i took this from yhoo P3 Trial Size & Timeframe by: Interludes_Palace (40/M/Florida) 7154 of 7171 I forgot who asked about the P3 trial size...but I did find something interesting. I know that the same company that oversaw the Herceptin trial is working with Biomira on their trial. The Herceptin trial was 900 patients...heh...probably not a coincidence. To give everyone an idea of timeframes... Herceptin first data set was released on 12/97 Herceptin fast tracked 3/31/98 Herceptin approved for marketing 8/98 This is interesting considering the Herceptin results: - Herceptin only works at all on 30% of women with breast cancer - Herceptin w/ chemo improved tumor shrinkage 15% - Herceptin alone had a 16% response - Herceptin had adverse side-effects about 27% of the time - Total life expectancy was raised about 3 months Everyone has to remember that the criteria for approval of a cancer treatment is a lot different than most other diseases because of the level of fatality. All of the data I've seen for Theratope is quite a bit better than Herceptin. With the new formulation, the bridging study showed 96% of patients responded after only two weeks, with 30% of those achieving a higher rate of response than maximum seen in the [phase 2] formulation. Also remember that the seperate stem cell study witht the OLD formula showed a doubling of life expectancy. We are well above efficacy levels required for approval, imho. IP