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

To: mistermj who wrote (5364)	1/9/2002 10:55:24 AM
From: Biomaven	Read Replies (2) \| Respond to of 52153

<ENMD> It's hard to tell from that translated article just how many responses or stable disease they have seen. One partial response and a few stable diseases is a long way from the dramatic mouse response they saw originally. (There are approve drugs however that only showed a very moderate level of efficacy in their initial Phase I trials). There also remains the issue of ENMD being able to scale up production in a manner that doesn't impair efficacy, as well as the whole issue of drug stability. I do believe that anti-angiogenesis is going to be a viable treatment for many cancers. It's just not at all clear to me that angiostatin or endostatin are going to be the answer. It might well turn out that you need a cocktail, which will add considerable complexity to the drug-approval process. If the individual cocktail components don't work at all well on their own, I'm not sure what the route to approval would be. Generally the FDA will only let you combine an unapproved drug with an approved drug - I know of no example where they let anyone do a trial with a combination of two unapproved drugs. (Anyone else know of an example of this?) Peter