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

To: bob zagorin who wrote (11943)	6/7/2004 9:21:15 AM
From: Biomaven	Respond to of 52153

<ISIS> Compelling Data The release and your reaction are written as if this drug has been shown to have an effect on prostate cancer. It has not - all they have shown to date is the reduction of their target. But the target is not yet a verified one - we don't yet know if reducing this target will have any effect on the cancer. (Note this was a pre-surgery study - that means that this particular study wasn't intended to provide clinical results.) Bottom line is that this might prove significant, but mainly after the Phase II results are in. By way of contrast, the early REGN VEGF results looked fairly significant to me simply because VEGF is now a recognized target. (There even seems to be some buzz that ONXX's drug is working via VEGFR rather than RAF kinase as it was designed to). Peter