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Biotech / Medical : VD's Model Portfolio & Discussion Thread -- Ignore unavailable to you. Want to Upgrade?

To: CYBERKEN who wrote (3682)	12/8/1997 12:12:00 PM
From: squetch	Respond to of 9719

CEPH--I basically agree w/ you and Andy on this. I especially agree w/ the arrogance part. In May I thought the best case was limited approval w/ a PIV, but I am less optimistic now FWIW.>>The review panel that refused to recommend did so, as I understand it, because myotrophin doesn't either cure ALS or slow it down<< My understanding is the two studies contradicted each other. The US study showed 25% less deteriation than placebo. Another way to put it is Myo sufferers reached a deteriation level after nine months that placebo patients reached after 5-6 months. I don't think the Euro study showed much improvement in patients deterioration, but I am uncertain w/out checking. I am not sure if either was statistically signif. I would only add a few more bricks to your wall. I saw the 20/20(?) story shortly after Myo was nixed. They had a statistics kinda guy one the show. His point was the FDA's job is to protect all of us from snake oil salesmen. Patients and their families w/ desperate conditions w/ little hope are especially vulnerable. In the kinda wierd camp, Myotrophin is actually owned by a limited partnership. CEPH has an exclusive license, and will have to make a 16 mill payment to partnership "if Myo reeives regulatroy approval in th US or certain other countries w/in the territory". Funcky Financing. No doubt CEPH will pop if it is approved. You think it is favorable risk/reward CY? squetch