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

To: Cytokine1 who wrote (8421)	11/13/2000 12:53:11 AM
From: Vector1	Read Replies (1) \| Respond to of 9719

Great data from just published abstracts t be presented at ASH. Bex shows strong results in Rit relapsed patients. Since most Rit patients unfortunately eventually relapse we are talking about a huge market. Hard to compare but the data looks better than Zev which had no CRs in Rit relapsed patients and a less than 50% RR. V1 [2184] IODINE-131 TOSITUMOMAB FOR NON-HODGKIN’S LYMPHOMA (NHL) PATIENTS WHO PROGRESSED AFTER TREATMENT WITH RITUXIMAB: RESULTS OF A MULTI-CENTER PHASE II STUDY. S.J. Horning, J.B. Lucas, A. Younes, D. Podoloff, V. Jain, S. Kroll, R. Stagg, K. Nadeau, G. Tidmarsh Stanford University, Stanford, CA, USA; M.D. Anderson Cancer Center, Houston, TX, USA; U.S. Oncology, Dallas, TX, USA; Coulter Pharmaceutical, Inc, South San Francisco, CA, USA Iodine-131 tositumomab (Bexxar™) is a new radioimmunotherapy active in chemotherapy-relapsed or -refractory indolent (IN) or transformed indolent (TR) NHL. The current study was undertaken to assess overall response rate (ORR), duration of response, time to progression (TTP) and safety of Bexxar in patients (pt) previously treated with the chimeric anti-CD20 antibody, rituximab. Eligible pt had a confirmed diagnosis of IN, TR, or de novo follicular large cell (FLC) NHL and progressed after or failed to respond to rituximab. Thirty-eight patients were studied [Stanford (15), M.D. Anderson (13), U.S. Oncology (10)]. Histologies included small lymphocytic (1), follicular small cleaved or mixed (25), FLC (3), transformed (7). Pt characteristics included median age 57 years, 4 prior chemotherapy regimens (68%), marrow involvement (32%). Pt received a dosimetric dose (5 mCi iodine-131) and whole body counts to calculate a therapeutic dose of 75 cGy (platelets > 150,000/ml) or 65 cGy (platelets 100,000-149,000/ml). All pt completed the therapeutic dose. Toxicity was primarily hematologic and transient. Median absolute neutrophil count nadir was 1200/ml and median platelet nadir was 90,000/ml. The median durations of grade IV neutropenia (6 pt) and thrombocytopenia (4 pt) were 9 and 29 days, respectively. No pt converted to HAMA positivity after the therapeutic dose. Investigator-assessed confirmed responses to Bexxar (at least 2 assessments 4 weeks apart) by prior treatment with rituximab were as follows:Prior Response to Rituximab No 0-6 mo > 6 mo All Pt N Pt 24 12 2 38 N Evaluable 21 11 1 33 Bexxar ORR 57% 55% 100% 58% Bexxar CR 14% 27% 100% 21% Median duration of response was 478 d. Median TTP for responding and all pt were 566 d and 182 d, respectively. In conclusion, Bexxar is a safe and effective treatment strategy for pt who progress after or fail to respond to rituximab. Keywords: Hodgkin's disease; Rituximab

To: Cytokine1 who wrote (8421)	11/13/2000 7:31:43 PM
From: Cytokine1	Read Replies (1) \| Respond to of 9719

VD's MODEL PORTFOLIO 11/13/00 Change -$171738 DOWN -10.43% Started 4/9/97, $100K . INDEX ^IXB DOWN -8.53% YTD EQUITY CHANGE 121.7% # CURRENT DAILY CURRENT COST TOTAL %GAIN/ % OF SYMBOL SHRS PRICE CHANGE %CHG VALUE SHR COST LOSS TOTAL ======= ======= ======= ======= ======= ======= ======= ======= ======= ======= INCY 4000 31.75 -2.19 -6.45% 127000 26.8147 107259 18.4% 8.6% BTRN 14000 11.88 -1.13 -8.65% 166250 9.2054 128875 29.0% 11.3% CELG 5000 50.56 -11.75 -18.86% 252813 9.033 45167 459.7% 17.1% GZTC 1800 15.31 -1.94 -11.23% 27563 7.737 13927 97.9% 1.9% TRMS 2500 63.13 -8.50 -11.87% 157813 21.771 54427 190.0% 10.7% SEPR 4000 69.13 -0.75 -1.07% 276500 67.303 269213 2.7% 18.8% CLTR 5000 35.00 -0.44 -1.23% 175000 16.756 83778 108.9% 11.9% VRTX 2000 71.19 -17.63 -19.85% 142375 35.042 70083 103.2% 9.7% MLNM 2000 60.94 -10.94 -15.22% 121875 25.000 50000 143.8% 8.3% PRCS 1000 27.06 -1.44 -5.04% 27063 34.000 34000 -20.4% 1.8% STOCK ______ ______ ______ ______ 1474250 856729 72.1% 100.0% SHORT SALE CREDIT ______ ______ 0 MARGIN MTCE. EQUITY 94.3% MIN 30% (83837) BUYING POWER $ ______ 1306576 EQUITY (NAV) ______ ______ ______ 1390413 100000 1290.4% ^IXB INDEX 1,127 -105.00 -8.53% 302.42 272.5% NOTES: OPEN orders subject to available buying power--- 10/31/00 78500 SELL 2000 NPSP @ $39.25 10/19/00 -81500 BUY 1000 SEPR @ $81.50 10/5/00 0 MLNM 2/1 split, credit 1000 shares