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Biotech / Medical : VD's Model Portfolio & Discussion Thread -- Ignore unavailable to you. Want to Upgrade?

To: Miljenko Zuanic who wrote (9520)	1/31/2003 1:10:33 AM
From: software salesperson	Read Replies (1) \| Respond to of 9719

miljenko, while you are making estimates of success, what are your thoughts re: solid tumors for velcade with julian adams' remark from capcure in mind: a unique finding in our own labs at Millenium is that hypoxic cells, and this is important for solid tumors, are hypersensitive to the effects of proteasome inhibition. But I won't have time to talk about that today. thanks. sales

To: Miljenko Zuanic who wrote (9520)	2/1/2003 12:37:31 PM
From: Vector1	Read Replies (2) \| Respond to of 9719

Miljenko, although there are examples of oncology drugs being approved on phase II data the FDA is very uncomfortable with this and the standard is very high. I wouldn't give a 99% likelihood of the FDA approving anything much less a drug without a controlled trial without any insight into the rigor of the trial or insight into the quality of the data. In my judgement there is some risk the FDA will not even accept the application at the end of the 60 day period. v1