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Biotech / Medical : Pharmacyclics (PCYC) -- Ignore unavailable to you. Want to Upgrade?

To: Biomaven who wrote (504)	8/30/1999 6:42:00 PM
From: Gordon James	Respond to of 717

Peter, I hope you can get a copy of the presentation, I will look forward to your analysis. Agreed that given the three factors to be juggled here in dosing, we shouldn't be surprised that the tweaking isn't done yet, and I don't think it's much of a big deal at this point. However, in the March interim results press release, Miller did raise the hopes that final results of this study would reveal optimal dosing: "We continue to be very excited by the results of our ANTRIN photoangioplasty trials," stated Richard A. Miller, M.D., president and CEO of Pharmacyclics. "Completion of the second portion of the study should provide us with the optimum drug and light dose for phase II trials in patients with peripheral artery disease and will also be useful for our planned trials in patients with coronary artery disease." I don't think that need for additional dose-tweaking gets to be much of a factor until such point as it begins to delay completion of a PhaseII, as happened with the Lutrin breast cancer PhaseII (you may recall that the need for additional dose-tweaking led to delay in expected completion of that trial and I believe some investor disappointment - but since that was kind of a special situation related to treatment pain, I suppose it's less likely that we would see a repeat here, given no mention so far of treatment pain problems). Agreed that this continues to look promising, likely at least to find a respectable place alongside balloon angioplasty in the atherosclerosis arsenal. Perhaps a replacement in some cases, a combination therapy in others, and also used for newly treatable situations where balloon angioplasty would not have been feasible or helpful, as you mentioned. Just a respectable chunk of this market is huge for a company this size, IMO, no need to blow balloon angioplasty out of the water... Gordon