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


To: keokalani'nui who wrote (676)8/31/2002 12:08:02 AM
From: Miljenko Zuanic  Respond to of 3560
 
Abstract deadline was in mid June, so maybe too early for PI data. They may have preclinical data abstract and early data from PI can be attached at presentation.

I do know that they expanded PI from single site (common for PI) with two new centers, in May.

At this point (few next months) it will be forthcoming to learn about Avastin breast/colorectal trials. Regardless that REGN trap may be different story, after Iressa news market will not take easy another disappointing news on new cancer drugs.

<<Really promising news could take some of the valuation pressure off axokine.>>

Shorts continue to attack, I guess, based on potential problems with Axokine. If company start IL-1 trap before 1Q 03 (and maybe trap partner become reality) and with preliminary result of the IL-4/13 safety they will start to think about opposite outcome. I continue to believe that Axokine will satisfy regulatory requirement, but that is another story.

Miljenko



To: keokalani'nui who wrote (676)9/9/2002 9:32:04 PM
From: Miljenko Zuanic  Read Replies (1) | Respond to of 3560
 
Message 17971568

Hard to say what this means for general anti-VEGF approach. It is not very good indication to test anti-VEGF mAb. DNA hope was to combine drug with Herceptin. Now, their hove will be with Tarceva. Definitely cancer can fight back.