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: Miljenko Zuanic who wrote (14329)	11/23/2004 10:02:00 PM
From: Gulo	Read Replies (1) \| Respond to of 52153

re NEOL Never compare current open-label data with historical results. "Never"? That is why I wanted some feedback on what the statement meant. The comparison may not constitute proof that the treatment triples survival, but isn't a difference that big (70 v 26 weeks) kinda hard to attribute to open-label bias or placebo effect? Or am I just completely wrong (it wouldn't be the first time) and the comparison is meaningless because of some factor I don't understand? -g

To: Miljenko Zuanic who wrote (14329)	11/24/2004 11:07:24 AM
From: zeta1961	Respond to of 52153

Never compare current open-label data with historical results edit2: No position in NEOL.. I was in contact yesterday with Jeff's neuro-oncologist(but was too engrossed in ELN)..he is so not a "sponsors' doctor"<g>You don't see him quoted in PR's..He refuses to open some trials because "they are either hype or wishful thinking." RE: NEOL's product.."Sounds promising, let's wait for the trial to progress." Sadly, he was not excited about anything that's in late 2's and the few in P3's..(IVAX has an immunotoxin, XNVA, NEOL..are the only 3 with a novel in P3's for GBM) of note from a clinical(not valuation perspective even though these compounds I mention are being developed by public co's) Gleevec which showed nada survival benefit as a solo in GBM shows a bit of activity when paired with hydroxyurea.. Xerecept for peritumoral edema..he's enrolling patients.."we'll see." Since the data indicating decadron may be inhibiting chemo's anti-cancer effects is accumulating they are more eager to find an alternative(amazing what things like this do to stagnation!)..X is latest in development... edit1: He's not excited about RSR-13 in GBM.(ALTH's molecule that I became obsessed with for brain mets<g>)..yet the brain tumor foundations are bullish... "let's see what trial results are." Just offering this up as an update and one clinician's opinion..Man, we need a what used to be called Antegren for GBM! One lingering concern I have about GBM and clinical trials..Because of the lethality of this diagnosis from the outset and post recurrence..you have weeks and if you're young and healthy perhaps several months..imho,patients/families have to do even more homework on these molecules/trials...neuro-oncologists are no less susceptible to blindedness/bias by hype/pharma pressure and genuine desire to 'do something.' This can easily translate in some patients living longer and others dying sooner just by sheer luck of which molecule their doctor happened to 'like'... Zeta