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

To: RWReeves who wrote (7756)	3/20/2000 9:19:00 AM
From: scaram(o)uche	Respond to of 9719

Message 13227568

To: RWReeves who wrote (7756)	3/20/2000 9:30:00 AM
From: Russian Bear	Respond to of 9719

RWR, During the course of the upcoming two months, a great deal more of the preliminary results of the various PII Irofulven trials are likely to be made public. We should have a much more solid basis for judgement, very soon. However, "so far, so good," it would seem to me. I infer that you did not like the NCI Ovarian abstract... Why? I thought that it was rather encouraging, albeit with a very small sample, for precisely the reason that Peter S. pointed out. For purposes of disclosure, I am quite long MOGN. (I am also quite long a number of other biotech companies, all but one of which are in the VD Model... Sincere thanks to all the remarkably knowledgeable and selfless contributors on this thread!) Best regards, RB

To: RWReeves who wrote (7756)	3/20/2000 10:55:00 AM
From: seminole	Respond to of 9719

Mr RWR Voodoo stats? Voodoo preclinicals. Voodoo mice with human tumors. Oh course it is Voodoo. We start with mushrooms glowing in the moon light.

To: RWReeves who wrote (7756)	3/20/2000 11:45:00 AM
From: Biomaven	Read Replies (3) \| Respond to of 9719

RWR, Be interested what Peter sees in it. 1. Great animal data, including good synergy with the topoisomerase inhibitors drugs, and interesting theoretical underpinnings, both in mode of action and in selectivity. 2. Manageable toxicity. If you look at the prostate and pancreatic trials, you'll see limited myelosuppression and limited drop-outs, because these patients haven't been pre-treated with other predominantly myelosuppressive drugs. 3. The latest ovarian trial showed some impressive results, although admittedly on very small numbers. Taxol was hailed as a breakthrough when it showed responses of 20-35% in platinum resistant ovarian cancer. 4. MGI-114 is the sort of drug where some tweaking of dosage schedules and combinations with other drugs could make a tremendous difference. We are very much only seeing the first pass here. 5. Bottom line is I think they have an approvable drug here. At this point it's still not clear whether it's going to be a niche product or a blockbuster. 5. The very large recent increase in the MOGN sales force may possibly be a signal that something's up. Don't know if it's more co-promotion deals or something MGI-114 related. Peter