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Biotech / Medical : T/FIF, a New Plateau -- Ignore unavailable to you. Want to Upgrade?

To: keokalani'nui who wrote (951)	2/8/2002 7:21:14 PM
From: scaram(o)uche	Respond to of 2243

>> Rick may kick me (us) off here any time << Or beg you to stay. The sector has become a toy. Stocks are run up, funds get in trouble, and the sector is run down. The deft trader rakes it in. I want that to change, but...... until it does, let's continue to take home the lion's share.

To: keokalani'nui who wrote (951)	2/8/2002 10:24:59 PM
From: Miljenko Zuanic	Read Replies (1) \| Respond to of 2243

Wilder, Few preliminary thoughts on list, but please do not hold me for single word. <<MLNM x341 (mm and solid tumors, P2?). No other drug is as important to such a highly valued BT than x341. An interesting question is how much more data will be disclosed than is already known. I would rate scientific and investments expectations as very high, the highest.>> Additional data on chemo-combination safety and preliminary efficacy, and maybe some interim from ongoing PII. PS: I am betting on MLNM <<TELK x286. P1 in multiple cancers. A very big deal to this company. Not sure what novel data might be disclosed.>> Some as for MLNM. I am , at moment, neutral. <<TLRK x67 (P2 BrCa, nslc, cc and glioma)>> Enigma for me, cautious and do not expect great results. Live be wrong here. <<ONXX 43-9006>> Likely to be featured as promising cancer drug, but... <<IMCL H&N C225 refractory and first line. Trial designs will be under intense scrutiny.>> Any additional PII trials? BTW, the PIII (IMCL tread) that I mentioned is I+FU/L comparing with I+FU/L+C225 as first line for advance CC. <<IMGN Interim HuC242-DM1 P1/2 refr NSCL, pancreatic and colorectal. IMGN P1/2 HuN901-DM1 refractory sclc>> Both drug are at very high doses, so it may indicate non-specificity (or diffuse distribution and clearance). Still, I am watching IMGN. I will add: ABGX: EGFr-antibody, ABX-EGF, PII for kidney + final PIb OSIP: EGFr inhibitor,774, PI/II for combination and update from PII completed CTIC: Tisenox, PG-TXL(PI/II: CC, ovarian, NSCLC), PG-camptothecin (preclinical) Vaccines and immunology-based plays. Miljenko