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

To: Arthur Radley who wrote (14904)	12/23/2004 1:54:34 PM
From: former_pgs	Read Replies (2) \| Respond to of 52153

I'm no (bio)maven, but when a company harps on subpopulation results without giving the ITT results, it's a huge "buyer beware" sign for myself. I follow INGN in a very sketchy way, but I get an uneasy feeling about them. Their data disclosure habits don't appear to me to be transparent. As for recurrent, unresectable SCCHN, cisplatin combinations (with docetaxel / capecitabine) can offer 50%-80% objective response rates and 13-18 months median survival on an ITT basis. Compare at 15% for INGN's monotherapy, and 13.5 months median survival for the responding subpopulatiion (not ITT). Toxicity will clearly favor INGN, but that's a big efficacy gap to cover.