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

To: scaram(o)uche who wrote (5471)	1/18/2002 7:35:23 PM
From: Miljenko Zuanic	Respond to of 52153

<<Is there a letter saying that "refractory is tough to call, and it is not necessary to make that call if a trial is placebo controlled and double blind".>> Progressed after two, maybe three, chemo (including irinotecan) regime, with documentation. Is this difficult? I continue to believe that other, also important data (other than confirmed refractory) are in play. Like: mortality, duration of response, survival, combined toxicity,.... Irinitecan is on black list (cardio and liver toxicity), so anti-EGFr may exuberate this toxicity (which is unknown). IMO, until they clear all this issue on C225, market will stay on sideline. However, I still can't understand that BMY was so desperate for new drug that got pulled into this mess. Miljenko

To: scaram(o)uche who wrote (5471)	1/19/2002 11:24:31 AM
From: Vector1	Read Replies (1) \| Respond to of 52153

<<So...... how can we value IMCL without knowing the content of FDA letters in their files? >> Rick, I agree, I wouldn't touch this thing right now. In fact it is probably a good short <<Is there a letter saying that "refractory is tough to call, and it is not necessary to make that call if a trial is placebo controlled and double blind".>> Given the Cancer Letter and the investigation which has at least the tacit approval of the FDA you might find the opposite. My guess the senator pursuing this has a mole at the FDA. That is how Washington works. The big lawsuit no one is talking about is the one BMY will file to recind their stock purchase. They will sue the individuals and the company. They have to file it. They are embarrassed, their reputation is at stake and if the allegations of impropriety are correct they have a great law suit. This is going to get much uglier. V1