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Biotech / Medical : Biotech Lock-Up Expiration Hell Portfolio -- Ignore unavailable to you. Want to Upgrade?

To: keokalani'nui who wrote (553)	12/14/2001 2:25:45 PM
From: tuck	Read Replies (1) \| Respond to of 1005

This one does look a little iffy. Their web page doesn't seem to work (I couldn't get beyond the home page). Middling PII results published a good while ago: >>Phase II prostate cancer vaccine trial: report of a study involving 37 patients with disease recurrence following primary treatment. Prostate 1999 Apr 1;39(1):54-9 (ISSN: 0270-4137) Murphy GP; Tjoa BA; Simmons SJ; Ragde H; Rogers M; Elgamal A; Kenny GM; Troychak MJ; Salgaller ML; Boynton AL [Find other articles with these Authors] Pacific Northwest Cancer Foundation, Cancer Research Division, Northwest Hospital, Seattle, Washington 98125, USA. BACKGROUND: A phase II trial was conducted to assess the efficacy of infusions of dendritic cells (DC) and two HLA-A2-specific prostate-specific membrane antigen (PSMA) peptides (PSM-P1 and -P2). This report describes the evaluation of 37 subjects admitted with presumed local recurrence of prostate cancer after primary treatment failure. METHODS: All subjects received six infusions of DC pulsed with PSM-P1 and -P2 at 6-week intervals. Clinical monitoring was conducted pre-, during, and post-phase II study. Data included: complete blood count, bone and total alkaline phosphatase, prostate markers, physical examination, performance status, bone scan, ProstaScint scan, and chest X-ray, as well as other assays to monitor cellular and humoral immune responses. RESULTS: One complete and 10 partial responders were identified from this group based on National Prostate Cancer Project criteria, or on a 50% reduction of prostate-specific antigen (PSA), or on a significant resolution in lesions (biopsy-proven when possible) on ProstaScint scan. CONCLUSIONS: About 30% of study participants in this group showed a positive response at the conclusion of the trial. This study suggests that DC-based cancer vaccines may provide an alternative therapy for prostate cancer patients whose primary treatment failed.<< snip The latest S-1/A has less info than that, and all I can find since the above is one article on the monitoring procedure used in the trials (immunocompetence being pushed as a good measure), and a bunch of self-serving review articles. The PIII protocol has been submitted, but a search hasn't yet turned up an approved one online. As Rick once said of INCR (trading below $2): "flying right along -- not!" Sooo, shall we look at the graph of SGEN and short this sucker right away? siliconinvestor.com Cheers, Tuck

To: keokalani'nui who wrote (553)	12/19/2001 12:40:03 PM
From: tuck	Read Replies (1) \| Respond to of 1005

I was expecting NWBT to break its IPO price before BAXS did, but no soap. NWBT is exhibiting the small support that held up SGEN for a little while. I might actually look to buy a little BAXS. Maybe I'll do it with Trickle first, just to have a pure X-Ray play there. Meanwhile, since you and I both agree NWBT doesn't have much, BLUE HP will initiate a short at the current bid of $5.13 for 1000 shares. I expect to weather any seasonal effects into lock-up expiration, i.e. to hold the short for about six months. BLUE HP, profitable now, will have its numbers screwed up again by the SI portfolio interface, but c'est larvae. Giving myself a small pat on the back for bailing on INGN at about the right time. Edit: and I might add to the NWBT short on unwarranted strength. Cheers, Tuck