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Biotech / Medical : Biotech Valuation -- Ignore unavailable to you. Want to Upgrade?

To: Mike McFarland who wrote (1101)	5/17/2000 11:04:00 PM
From: david james	Respond to of 52153

Mike, Thanks, but this could be a boost for biotech as whole if there are enough results announced. I am personally hoping to hear for results from CEGE on the cancer vaccines. David

To: Mike McFarland who wrote (1101)	5/18/2000 2:58:00 AM
From: Torben Noerup Nielsen	Read Replies (1) \| Respond to of 52153

Mike, I'm wondering if IMGN has anything to report at ASCO. They aren't highly valued right now, but if the TAP technology works half-way decently, that would change. I've thrown a little money on the table just in case. It doesn't appear that recent deals are figured in the valuation at all. Thanks, Torben

To: Mike McFarland who wrote (1101)	5/18/2000 10:32:00 AM
From: RWReeves	Read Replies (2) \| Respond to of 52153

Mike, Phase I is mainly a safety trial. You are not looking for efficacy and try for reasonably healthy (i.e. definitely not late stage)patients. Generally the biostatistics are not in place in a PI to allow assessment of response to treatment for anything short of a huge effect and even then it generally only leads directly to PII/III rather than use for approval. Most trials in all Phases try to treat the least seriously ill patients possible so as to reduce the confusion of "normal" disease progression and adverse events resulting from the treatment. This is never simple. RWR