SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Biotech / Medical : Millennium Pharmaceuticals, Inc. (MLNM) -- Ignore unavailable to you. Want to Upgrade?


To: Icebrg who wrote (1539)5/19/2003 12:06:44 AM
From: Miljenko Zuanic  Read Replies (1) | Respond to of 3044
 
He is suddenly conservative. Maybe it is best approach to be conservative and limit disappointment, but how can one invest in bios without taking risk?

My respond to one of his post:
post.messages.yahoo.com

IF Large B-Cells Lymphoma data are as god as for HD and/or MM, I am immediately rising pick sale to +$750 MM for hematology cancer.

Miljenko

"<<As solid tumor results will not be meaninful for at least two years from now, the indication to watch is NHL. NCI has sponsored the trial back in Feb, and the trial results should become available next year. Success here will add about 2-3 fold the MM patient population.>>

On solid tumor results and time when it may make sense to evaluate data I disagree. In less than 12 months at least for three indication (ovarian, colorectal and sarcoma) MLNM will initiate large (PIIb or pivotal) trials.

For HD O'Connor already reported 11 out of 11 response (if one count SD as drug activity in this setting).

hematology.im.wustl.edu (slide 25)
Expected 30-50% response rate (for 43 pts), better than in MM.

I am more interested on data from B-cell L (30% of all L, +50% refractory), where single agent activity will be big plus for search of the best module as early and/or second line therapy."