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

To: tuck who wrote (14821)	12/20/2004 2:57:45 PM
From: Arthur Radley	Read Replies (1) \| Respond to of 52153

Tuck, I will venture a response on Aphton! Personally, I wouldn't touch this puppy...as they say .."Don't fight the tape or the trend in a stock." ..and the trend in this one indicates to me that the smart money is letting someone else hold these shares. Also, the recent volume in this stock would give me pause, especially since it comes with the stock trending down.

To: tuck who wrote (14821)	12/20/2004 3:13:55 PM
From: Icebrg	Respond to of 52153

APPX - The question to ask is "Why haven't they (i.e. the FDA) asked for ODAC's opion? Because this is a slam-dunk for approval or because FDA will never even consider anything with such a sloppy and doubtful data set? Considering all the reported questionmarks said to surround the IND (and the company), I would at least have expected the FDA to request, that ODAC provided them with some kind of an alibi. But they appear already to have made up their mind and I doubt it will be a positive decision. But, I wouldn't place any money on any of the three possible outcomes. Having suggested so much, I should also add that I have not been following this drug or company, so my opinions are formed on an even worse foundation than usual. Erik

To: tuck who wrote (14821)	12/20/2004 5:11:05 PM
From: gcrispin	Respond to of 52153

<The drug is very similar to CTIC's XYOTAX in that it is a reformulation of taxol designed to aid delivery. Because of the design of CTIC's STELLAR III trial, we can infer that due to the fact that it is still going, XYOTAX is working. This would seem to augur well for Abraxane, however, there are several problems with APPX' trial design.> I don't think it is logical to infer that the ST. trials augurs anything for Abraxane. To begin with, the two drugs have different MOA's, are being tested in different indications with different patient populations, and both companies are seeking different types of labeling. About the only thing they have in common is a molecule of Taxol.