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Biotech / Medical : Abgenix, Inc. (ABGX) -- Ignore unavailable to you. Want to Upgrade?

To: tuck who wrote (467)	10/18/2005 8:45:05 PM
From: DewDiligence_on_SI	Read Replies (1) \| Respond to of 590

I think this is a case where the simple explanation is the right explanation: that the Panitumumab data have indeed leaked. Unless the data are absolutely superb, I think the FDA waits for the second phase-3 trial—the one in the U.S.—which has been enrolling at a snail’s pace. The ex-U.S. Pani study does not have an SPA and there is no compelling medical need to make the FDA want to rush an Erbitux knock-off to market. If the ex-U.S. data are not stellar, we’re probably looking at a Pani approval in 2007-08.