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Biotech / Medical : Alexion Pharmaceuticals, Inc. (ALXN) -- Ignore unavailable to you. Want to Upgrade?

To: tuck who wrote (222)	8/29/2002 2:05:08 PM
From: keokalani'nui	Respond to of 824

If I could save Miljenko some effort, I would guess he is concerned that the mortality benefit hinted at in P2 CABG might give itself up to the infection/sepsis risk also hinted at in P2. Have no idea if he or anyone else in SI (I think Peter has admitted to owning a little in the past) owns or has borrowed some shares. I do know it is not widely held out there in the world and not widely talked about anywhere in cyberland.

To: tuck who wrote (222)	8/30/2002 2:15:27 AM
From: Miljenko Zuanic	Read Replies (1) \| Respond to of 824

WL described very well what is going on. Thanks. While I did own ALXN in past currently I am in watch closely mode. Actually, overall I am on survival mode for rest of the year (and from May). Means that picking up any new holding will be well balanced and investigated. WL is right that my main concern (for P3 CABP) is luck of the support (too small numbers for prediction) for definite mortality benefit relative to side effects. I am glad that FDA did accepted high ckmb level as part of the PE. Regards the two MI trials I do somehow expect neutral, at best, result. There is danger of the significant increase in serious infections. Also, based on my reading of the P&G philosophy I think that they will cancel collaboration (I think that at this moment they have ongoing discussion) and return all right to ALXN (keeping small royalty if they come back as marketing partner). Short term this will effect stock price significantly, imo. Miljenko PS: <<I feel he's SI's best handicapper of clinical trials (no pressure, MZ!).>> +50% luck, rest was wild guess. In some cases I did done in depth research and come to right decision.