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

To: rkrw who wrote (1815)	9/6/2003 10:05:00 PM
From: Mike	Read Replies (1) \| Respond to of 3044

rkrw, Thanks for the kind words. I am not trying to be salt in the wound of MLNM and Integrilin. But I am just trying to give a perspective that I think is warranted. Angiomax is a great drug that should replace heparin in 100% of the angioplasties. I think there is a place for 2b/3a'a. But with Angiomax people are decreasing the use of 2b/3a's. MDCO has a presentation of the six month results of the Replace II trial at TCT on Sept 15. Previously when the results were intially presented at last years ACC in Nov '02 the trial had I think eight deaths. In the subanalysis it showed that one death was in the Angiomax arm and the other seven were in the Integrilin arm. I wonder if there is going to be any further discussion of this at TCT. You have to remember Replace II was the biggest angioplasty trial ever completed. This trial has more patients enrolled and subset analysis than any previous trial such as Esprit or Epistent. There were over 12,000 patients enrolled. This trial has more data on Integrilin and Reopro than either manufacturer has on there own drug. But lets wait for TCT before we debate further. My personal impression is Angiomax for MDCO is a $500 million/year drug around 2008 after they obtain approval for use in CABG and ACS. Good luck and MDCO is going to $40 by '04. Mike