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

To: Biomaven who wrote (14753)	12/17/2004 5:02:08 PM
From: Arthur Radley	Read Replies (3) \| Respond to of 52153

Peter, Concerning the funding issue, it is my understanding they don't plan an equity offering but rather the selling of a royalty interest in Trisenox. I have mixed feelings about this approach, but with the right partner I think this might be a good direction to move in shoring up their lack of funds. It will be interesting to see what Trisenox will bring in such a deal...hoping they can get a bundle and thus tip off how much this drug is expected to generate. Any thoughts on the biplatinum compound they just got from the University of Vermont?

To: Biomaven who wrote (14753)	12/17/2004 5:02:25 PM
From: Biomaven	Read Replies (1) \| Respond to of 52153

I'd note also that in the CTIC Xyotax trials none of the surviving patients have been receiving any treatment for ages - the way the trials were designed they could receive a maximum of six courses of treatment (three weeks apart if I recall correctly - Erik can correct me if I'm confused at the end of a long week). I'm not quite sure why this was done - perhaps nobody expected anyone to receive even as much as six courses, given these are PS2 patients who traditionally don't tolerate much in the way of chemo at all. Peter