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

To: software salesperson who wrote (9521)	1/31/2003 2:25:43 AM
From: Miljenko Zuanic	Respond to of 9719

Sales, That Velcade work in hematological cancers is almost clear, at least to me. In several indications it will make nice market penetration, imo. Early PIb result indicate that it is additive to other cytotoxic agent and may work for selected solid tumors. Regards the hypoxic tumor I early on MLNM tread indicate that this preclinical results needs to be confirmed with surrogate markers in clinic. I will further speculate that their push for early MM NDA is not to beets Thalidomide or Revimid. Because of the different action mode it can be administrated in combination, but it will be up to CELG to investigate this. Early on market means that they will have (from off-label usage) input from oncologist about other indications worth to explore further. So, clinical decision will not be based on few responders from 50-100 of the selected pts. Something that CELG explored with thalidomide. Miljenko