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Biotech / Medical : MGI Pharma MOGN New patents, anti cancer -- Ignore unavailable to you. Want to Upgrade?

To: rkrw who wrote (1578)	11/16/2005 4:14:21 PM
From: tuck	Respond to of 1826

BiotechStockBlogger suspects that because Dacogen clinical data is involved in the recent response to the approvable letter, it will get a class II review, meaning six month review date. biotechstockblog.com Not sure how plausible that call is. Cheers, Tuck

To: rkrw who wrote (1578)	12/21/2005 1:31:47 PM
From: tuck	Read Replies (1) \| Respond to of 1826

rkrw, It is known to a number of us that you have done the spadework on AQUAVAN's prospects. I remember you and Stefaan (and even Harry) making the case for it being a tough sell on the Guilford board. In part because midazolam is generic and thus much cheaper, and in part because midazolam works pretty well, and AQUAVAN would represent only a marginal improvement. Please correct me if I am misstating. Perhaps today's PR indicates they've found the right dosing schedule. MOGN was drastically oversold, IMO, and this was simply an excuse for a good pop. However, I don't see how the market dynamics would have changed to justify said pop, do you? The December calls I wrote against my MOGN stake expired worthless, and I just now wrote a fresh batch of January calls, based on the above thoughts, for what that's worth. I would think the only way to beat midazolam would be to compete on price, even against the generic form. Since they bought GLFD, maybe this is a possibility? I haven't heard Lonnie even discuss AQUAVAN recently, so I don't know what MOGN's intentions might be. Cheers, Tuck