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Biotech / Medical : VD's Model Portfolio & Discussion Thread -- Ignore unavailable to you. Want to Upgrade?

To: Miljenko Zuanic who wrote (7559)	2/6/2000 9:58:00 AM
From: Ward Knutson	Respond to of 9719

Would you be impressed by a 50% to 70% response rate in a platinum agent refractory Ovarian trial at the NCI ? Or is this just more hype ? Rick said Blitzer was crazy to have announced a non-formal response in the CPT-11 MGI-114 combo trial (then 47%) now that patient is a formal responsder, and guess what there is now yet another FORMAL RESPONSE from another Phase I non-small cell lung patient in this very trial. Both males in their 60's, both Phase I patients with NSC Lung. I have clinical knowledge that you guys will be reading about in the future...suffice it to say Bags, Dr. Von Hoff, Dr. MacDonald, Bags and those closely following the CLINICAL development know far more as to the value/potential of MGI-114 than either you, Rick or V1... Reality is you and Rick are living in the past...and TODAY there are great things happening in clinical trials with 114. Euro deal was/is a goal...not BS...not a promise...a goal.

To: Miljenko Zuanic who wrote (7559)	2/6/2000 2:40:00 PM
From: David Cathcart	Read Replies (2) \| Respond to of 9719

Miljenko, Honestly I'm sorry that the dialogue regarding MOGN has been at such a low level. Reading back over the posts reminds me of watching my four-year old and his friends on the playground ("My dad is bigger than yours!", etc.) I was a part of it and I think all of us know better. If there is any sincere interest in continuing the dialogue on MOGN, looking at the present landscape and moving forward, I offer the following: <<Simple PR from MOGN in regards the PII trials results will not change my position.>> I don't think the most interesting information about MGI-114 will necessarily be coming from the company in the near term. The company has kept a pretty tight lid on phase II results and will not release those results until a given trial is complete. However the company does not have control over the NCI and what they choose to reveal. Nor do they have any control over Dr. Von Hoff. As you may know, Dr. Von Hoff is the president of the AACR, which happens to be holding a conference in S.F. at the beginning of April. At 8:00 am on April 2nd, Dr. Von Hoff will give the Presidential Address, "Pancreatic Cancer: New Targets, New Treatments." Enrollment for the MGI-114 phase II pancreatic trial will complete any day now and many patients have been dosed for many months. Will Dr. Von Hoff speak about MGI-114 on April 2nd? I can't answer that question, but he has elected to spend a lot of his time during last year with MGI-114. See the following: ncbi.nlm.nih.gov t=b ncbi.nlm.nih.gov t=b ncbi.nlm.nih.gov t=b To look further, I understand that Dr. Eddie Reed is finding very encouraging results in his NCI ovarian cancer trial in Bethesda, MD. What matters is what is happening with MGI Pharma today. Knowing Blitzer's background, and seeing the people he put in place during the last year, it is clear that he has been positioning the company to play on the next level. MOGN should no longer be viewed a niche drug company peddling Salagen. The next few months should be very exciting and some of that excitement could begin this week. The earnings release and the conference call are this Wednesday, Feb. 9th. David