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

To: Biomaven who wrote (15064)	1/3/2005 11:31:16 AM
From: Ward Knutson	Read Replies (1) \| Respond to of 52153

<<If you have complete confidence in MOGN's DD overcoming SUPG's propensity for screw-ups then the answer has to be "yes.">> If you look at "what" and "how" MGI paid for Dacogen, it is easy to conclude that they paid for a promising drug ENTERING Phase III trials. In that respect - YES (IMO) - they will overcome the SUPG mystique. The big bonus would be an approval on this first NDA, but I am not 100% expecting a smooth initial pass. <<The issue is that the bar is so low with the disease>> I do not agree. The disease is caught so late and tenacious that the only real hope (unless there is significant time to death extension, which there clearly was not with rubitecan) for most is patient quality of life while on therapy. In that respect it is tough to pass over the pain palliation (primarily) that Gemcitabine offers.