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

To: keokalani'nui who wrote (390)	11/11/2003 5:19:12 PM
From: keokalani'nui	Respond to of 824

BTW, I'm still long but very very uneasy. After the crappy CC yesterday I'm shocked the stock is up. I do believe another large pre-bla trial in cabg will be necessary because of the "substantial evidence" requirement as applied to a single P3 trial, because Primo missed secondary mortality endpoints as well the the primary composite, because enzyme MI is by doctrine a surrogate and I don't think FDA wants a lot of future sponsors using it as a stand alone EP, and because the high risk group is true ad hoc subset. I also believe there is a drug in there and that it will succeed in the high risk group. I may lighten up after PNH meeting which would be an opportune time to announce a pivotal program and get people focusing on likelihood of revenues. BTW, there are two eculizumab-mentioned abstracts at ASH. Erik brought the ALXN one to our attention. The second poops on SCT. Wilder