Silicon Investor (SI) -- The First Internet Community

STOCKTALK

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 (1969)	12/16/2003 9:36:19 PM
From: Miljenko Zuanic	Read Replies (1) \| Respond to of 3044

From time to time I visit yahoo MLNM board. Baronate and poorgradstudents posts are worth reading, imo. The question is how will MLNM designee front-line trial(s)? I guess, few of my guesses (respond to PG) are worth repeating here. finance.messages.yahoo.com PG, So far data indicate that V is highly synergistic with PEG-DOX, and APER trial indicate that V+DEX works better in combination than each alone (otherwise Pts will turned completely to V-only arm, not be adding V to what they are receiving now). So, direct comparison of the V+VAD to VAD as frontline therapy is one option for MLNM. However, T + DEX in combination with and without V is second option. MLNM will have some safety data on V+T combination (ongoing trials), so FDA and leading oncologysts can not be simple blind for this option, regardless that T is not approved for any MM (and will not be in near future). Due to facts that most likely than not T will go generic in 2005/6, FDA can not stop penetration of the T in front-line and second-line approach to treat MM. In this case I will go with T+V+Dex (all in reduced dose) as one arm , V + D as second arm, and VAD+ D as control arm. After this regime failed or Pts relapse one can try (as second line) higher chemo dose and higher V dose without fear that Pts will be refractory and non-responsive to chemo-V combination. Lastly, I do not see T as direct V competitor. After going generic overall treatment price due to T component will be reduced by 20-25%, so commercial component will be important to MLNM and J&J. All those are only my current best guess. Front line trial will last at least 24 months (before preliminary data will be known, survival and re-treatment option), and many things can change in next 24 months. This is thought business, and to survive one need to have many back-up options available. Miljenko PS: Also, I will go for superiority. All or nothing!