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

To: Icebrg who wrote (308)	8/7/2003 3:15:24 PM
From: Ian@SI	Respond to of 824

Erik, I think they were very close to meeting their primary endpoint. i.e. - They met the 30 day endpoint with the whole set of treated pts. Valve pts was about 10%-12%. Worst case: if all Valve pts were expected to die but were saved by Pex; and if 30% were placebo; then the ratio of CABG pts to CABG-Valve patients would be 5:1; the largest impact that the Valve pts could have would be about 3%. With the above assumptions, the worst possible CABG endpoint achieved would have been about 27% deaths/MIs avoided. If that's the case, given McLelland's track record as head, I'd expect approval without further studies being required first. Why keep killing pts? Wilder, During the conference call, I believe that Lenny said there were no serious side effects reported by the DMSB. He didn't say explicitly whether or not there were any side effects reported. I'm still holding ALXN; and happy to do so. Given the fickleness of the market, I haven't added any shares. But if I can get some for about $10 prior to AHA, I will accept the gift. FWIW, Ian