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

To: LLCF who wrote (5962)	3/19/2002 11:09:10 PM
From: JHP	Respond to of 52153

entremed.com

To: LLCF who wrote (5962)	3/20/2002 9:20:36 AM
From: Biomaven	Read Replies (1) \| Respond to of 52153

In terms of trying to judge a drug from Phase I results, the following two posts are instructive: Message 16964147 Message 15797804 (Note that Taxol also had some subsequent, more-promising, Phase I trials.) In terms of the anti-angiogenesis drugs, I personally believe they will eventually be shown to work, but that a combination of drugs will be needed, perhaps combined also with traditional chemo. A friend commented that for existing tumors, decreasing the blood supply might simply lead to a bigger hypoxic region. The hypoxic regions of tumors tend to be the most resistant to chemo and radiation. In general, cancer drugs take a lot of tweaking to get the right combinations and dosage regimens. It's instructive that testicular cancer changed from a practically certain death sentence to a virtually guaranteed cure with no new drugs. All that changed was that doctors figured out what combinations and dosages of existing drugs should be used. Note MOGN's Irofulven is just starting up trials with cisplatin and at some point we should get news on the Camptosar combo (for which I have high hopes based on the pre-clinicals). I think it's only in these combo trials that we'll see the real benefits of Irofulven. Another key Phase I to watch for is KOSN's epo D. Maybe we'll see something at ASCO, although it might be too early. Peter