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

To: tommysdad who wrote (2211)	12/2/2000 8:31:42 PM
From: keokalani'nui	Respond to of 52153

From the Pr, this will be especially interesting to watch, though I hear some observers warn not to expect similar preliminary success. >Researchers are also investigating the role of Glivec in solid tumors. Novartis recently began a program of small-scale proof of concept studies in selected solid tumors with its agent Glivec, where the biological mechanisms suggest potential activity. These small-scale pilot studies are intended to establish the basis for further studies in clinical trials.<

To: tommysdad who wrote (2211)	12/2/2000 9:12:21 PM
From: Biomaven	Respond to of 52153

STI-571 is truly remarkable. Agreed. And unlikely to have come from a biotech, IMO. Novartis was in the kinase game big and early. But then they went and partnered with Vertex on kinase ... But I do agree that underestimating the pharma is a big mistake. Battleships beat missile frigates most of the time. The key question is my view is whether in the post-genomics environment the battleship advantage will increase or decrease. Peter

To: tommysdad who wrote (2211)	12/2/2000 11:20:08 PM
From: Miljenko Zuanic	Read Replies (1) \| Respond to of 52153

<<STI-571 is truly remarkable. And unlikely to have come from a biotech, IMO. Novartis was in the kinase game big and early.>> Actually, imo, it is more important that this was first drug which rise from basic gene research, from ground zero. Something which is missing in DNA her-2 neu Herceptin. NVS first pinpoint to specific chromosome, Philadelphia chromosome, that to single gene which was defected, and than that specific Tyr Kin was involved, Abl. Rest is routine. Bit of lack (this kinase is specific and unique, Bcr-Abl), bit of pharma-chemistry and .... Regards the solid tumor, seams that STI-571 is also PDGF and Kit kinase inhibitor, which may be relevant for NSCLC. Abl kinase isn't important for solid tumor. However, this PDGF/Kin activity rise possibility for side effects. Miljenko