SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Biotech / Medical : Pharma News Only (pfe,mrk,wla, sgp, ahp, bmy, lly) -- Ignore unavailable to you. Want to Upgrade?


To: Doug who wrote (1592)8/16/1999 2:25:00 PM
From: Henry Niman  Respond to of 1722
 
My expertise is really more on the science side and I heard pieces of the Michael Waldholz report on COX-2 Inhibitors applications for colon cancer. Sounded pretty promising, which of course would be a major plus for MTC, PFE, and MRK. However, MRK's pipeline looks particularly vulnerable and the colon data is only in patients whose colon cancer is related to strong genetic factors.



To: Doug who wrote (1592)8/16/1999 3:12:00 PM
From: Henry Niman  Respond to of 1722
 
Just had a chance to review the tape on the Waldholtz report. Sounded pretty promising. MTC's Searle has already applied to FDA for preventing polyps in genetically predisposed individuals and MTC, MRK, and the NCI are planning large prevention trials

netcognizance.com

netcognizance.com



To: Doug who wrote (1592)9/9/1999 7:04:00 AM
From: Henry Niman  Read Replies (1) | Respond to of 1722
 
Speaking of pipelines, today's WSJ has an extensive article on a possible FBI investigation of Pondimin and Redux approvals and use in fen-phen diets. Could impact AHP and IPIC. Details linked to the WSJ/DJ Synopsi table at netcognizance.com