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

To: Gordon James who wrote (510)	8/31/1999 10:51:00 PM
From: scaram(o)uche	Respond to of 717

Gordon: >> but I think perhaps the market isn't done trashing this one quite yet... << I look at it differently.... I don't think that Robinson is done trashing it quite yet, and that the market hasn't started. >> would be very interested to hear any thoughts you might have on the current outlook for project photo-roto-rooter, esp. in light of newest announced results. << I don't have anything to add. It appears that the criteria for a "response" have changed, but looks like they have a protocol for the phase II that they're confident in. Once the registration issues are past, they should provide Peter with a copy of the presentation, and that should explain why the frequency of response was lower than the initial 11/14 by IVUS. In general, I'm in for Gd-tex and Optrin. Roto-rooter would be a bonus. Rick