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Biotech / Medical : Ciphergen Biosystems(CIPH): -- Ignore unavailable to you. Want to Upgrade?

To: tuck who wrote (243)	7/13/2004 2:30:57 PM
From: Allan Harris	Read Replies (1) \| Respond to of 510

Thanks, Tuck, do you know what their first proteomics based diagnostic test will be? Which ones they are working on?

To: tuck who wrote (243)	7/13/2004 6:35:43 PM
From: mopgcw	Read Replies (1) \| Respond to of 510

tuck, just a couple quick thoughts as I started taking a look at this one... I think the nearness of their direct competitors is a bit overstated. From the piper report re the cc: as well as heightened biomarker discovery/analysis at core mass spec labs. I did not listen to the call and don't follow the mass spec labs closely, but it would seem something to reconcile. On rich selling 99k shares, it is a terrible sign no matter how you slice it, since I can't see a planned sale in place for the guy.. G

To: tuck who wrote (243)	8/23/2004 11:14:42 AM
From: tuck	Respond to of 510

>>I think the nearness of their direct competitors is a bit overstated.<< Letter to Correlogic from the Office of In Vitro Diagnostic Device Evaluation and Safety: fda.gov Meaning that everyone in this space is going to have to do trials and submit a PMA. Their president's response: correlogic.com I doubt that the FDA is going to sanction that kind of dodge. If it were going to do so, Roche and Affymetrix would have the AmpliChip on the clinical market by now. Current state of their validation trials; it's going to be a couple of years: correlogic.com Snip from CIPH's most recent quarterly PR: >>Ovarian Cancer Initiative. Ciphergen's 500 sample, multi-site ovarian cancer study, conducted in collaboration with the Johns Hopkins University School of Medicine, MD Anderson, Duke University Medical School, The Royal Hospital for Women (Sydney), University Hospital Groningen and Queen Mary's School of Medicine (London) has been accepted for publication by the journal Cancer Research, with publication expected in the next few months. Our follow-on study, employing 1,500 samples from two additional sites, is currently being conducted around three clinical questions: early detection, late stage detection and treatment monitoring for recurrence.<< Seems to me CIPH is at least a year ahead in assembling a PMA package. Cheers, Tuck