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Biotech / Medical : Biotech Valuation -- Ignore unavailable to you. Want to Upgrade?

To: Ian@SI who wrote (9762)12/15/2003 1:59:18 PM
From: Icebrg  Read Replies (1) | Respond to of 52153
 
>>So it would seem that we will have almost another 7 months of waiting ...>>

Yes, in a way. But reading between the lines may be useful (and as always dangerous). MLNM has also said that before the end of the year (although that has been changed to "within the next 6 months" in their latest company presentation) they will have received go-no go signals for up to four indications. Of which mantle cell lymphoma (NHL?) should be one. So, if they advance any of their solid cancer trials further clinically, I believe we can take this as an indication, that the signal was positive.

Erik



To: Ian@SI who wrote (9762)12/15/2003 2:09:34 PM
From: Biomaven  Read Replies (1) | Respond to of 52153
 
Isn't that a little harsh?

Perhaps a little. Certainly these results (when published) will speed uptake of Velcade for MM. But I suspect the current MLNM price already has Velcade for MM in it.

almost another 7 months of waiting
Except if there starts to be more substantial off-label use. In particular, some oncologists might conceivably start using it in NHL based on the small early trials reported at ASH.

Peter


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