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


To: scaram(o)uche who wrote (1065)3/28/2002 6:10:35 PM
From: keokalani'nui  Read Replies (1) | Respond to of 2243
 
6 month se profile:

89% diarrhea
21% weightloss
29% flatulence
29% headache
18% abdominal pain
4% tremor (I think this is higher in extended or high dose arm, can't recall)

Only one dropped out of extended study because of diarrhea, but--and I don't mean to be unduly cynical here--that could be because cerezyme is dear.

Lancet article (supposedly, I did not read) first referenced neuro side effects. GI side effects first mentioned in September in PR when 6 mos data presented at ESGLD conf. Apparently most data from low dose study is now published in Blood, Cells, Molecules and Diseases 28(2)March 2002, Heitner et al. (If you look--I did not--100 3x/day is the best starting dose.)

If I heard correctly the poster at ASH merely added data on 2 patients.

Company is assembling anectdotal database showing neuropathy is a disease-associated co-morbitity. They're probably right. Still, an unclean NDA.

I listened to the recent presentation in website--CEO sounded like he was lacking oxygen. I could have saved some money by taking my eyes off of CNN in September and doing just a little more work on this. Loss to date is totally my fault. Could be great entry point.

Wilder



To: scaram(o)uche who wrote (1065)3/29/2002 2:08:25 PM
From: scaram(o)uche  Respond to of 2243
 
do hedge funds window dress?

Message 17258887

Clever question. Most of us were probably watching some "tape painting" at the close yesterday. TLRK was a battle for perception not price, IMO. I think that's what it was -- tape painting -- for many of the stocks that went south. However, the question is cute..... do hedge funds put a short on the books at quarter's end, when the stock has been a good target for the quarter?

Small cap biotech got the bejeezus kicked out of it this quarter. Last quarter, in a couple of days. Good riddance.