Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Biotech / Medical : Depotech(depo) -- Ignore unavailable to you. Want to Upgrade?

To: John McCarthy who wrote (626)	12/20/1997 3:52:00 PM
From: John McCarthy	Read Replies (2) \| Respond to of 887

FYI - Phase IV location: morrison.jci.tju.edu Thread: Is this THE Phase IV that DEPO management is talking about, or are there some others? I see the words NM, I do not see leukemia. Regards, John

To: John McCarthy who wrote (626)	12/20/1997 3:56:00 PM
From: chirodoc	Respond to of 887

<<<<<Dead money till signs of another meeting. ........my assumption: if all goes well this stock could be back to $13 in 1-2 years (assuming 2, to be honest) .......that means it could bounce back to 6-7 on even mildly positive news and then to $13 with pIII trials of depomorph, improved chances of depocyt, etc. .......to sell now would be to take a loss that i don't feel comfortable with. i still have a sliver of faith in their technology and don't like selling stock on the ropes unless i am absolutely certain the tech or the management is totally screwed up. .......i am writing this ODAC result off to poor management and maybe cytarabine being the wrong first drug to go to FDA with sans proper preparation.

To: John McCarthy who wrote (626)	12/21/1997 3:10:00 PM
From: John McCarthy	Read Replies (3) \| Respond to of 887

L I G H T H O U S E........................................... The purpose of this note is to: (1) Reconcile the past ODAC meeting (2) Present a FORMAT for understanding the current Phase 3 testing of DepoCyt vs Leukemia & Lymphoma & Solid Tumors I realize many already understand what has happened, so please move on, I'm just making sure I understand what has happened and what will happen. In addition, it may help just 1 more stockholder. Regards, John ----------------------------------------------------------------- Part 1 - Reconcile past ODAC meeting ----------------------------------------------------------------- ODAC VIEW OF DATA ------------------------------- ------- ------- ------ DepoCyt Cytar- Metho- abine trexate Total ------------------------------- ------- ------- ------ A A Total Population 31 30 61 B B Not Evaluable 0 0 0 ------- ------- ------ C A - B Adj. Population 31 30 61 ------- ------- ------ D D Responders 8 6 14 E E Responders Not Evaluable 0 0 0 ------- ------- ------ F D - E Adj. Responders 8 6 14 ------- ------- ------ G F/C % Responding 26 20 -- ======= ======= ====== DEPO MANAGEMENT VIEW OF DATA ------------------------------- ------- ------- ------ DepoCyt Cytar- Metho- abine trexate Total ------------------------------- ------- ------- ------ A A Total Population 31 30 61 B B Not Evaluable 7 1 8 ------- ------- ------ C A - B Adj. Population 24 29 53 ------- ------- ------ D D Responders 8 6 14 E E Responders Not Evaluable 0 1 1 ------- ------- ------ F D - E Adj. Responders 8 5 13 ------- ------- ------ G F/C % Responding 33 17 -- ======= ======= ====== Other Benchmarks cited DEPO News Releases: Based on: ------- ------- ------ Adjusted Population 24 29 53 ------- ------- ------ Benchmarks: Median Survival Rate - Days 168 87 ======= ======= ====== Disease Progresson - Days 108 48 ======= ======= ====== Toxic Side Effects 69% Better % ======= ======= ====== Notes: (1) DEPO Mgmt. REFUSES to explain the 7 people they termed Not Evaluable. (2) To steal a line from BIAO LUO - is DEPO Mgmt. CHERRY PICKING the Control Population. (3) (2) calls into question the VERACITY of DEPO Management. (4) The WORST side effects occurred with Methotrexate usage. 1 Death and 1 CNS. (5) Doctors who offered opinions on their review included Richard Simon , Steve Hirschfeld , Sandra Swain and Derek Ragavan. (6) The final vote was 7 against and 3 for. --------------------------------------------------------------------- Part 2 - Current Phase 3 for Leukemia & Lymphoma & Solid Tumors --------------------------------------------------------------------- What follows is a format for understanding the current Phase 3 test Depo is undertaking. I could not spread the data ACROSS the sheet so it is spread DOWN the sheet in 3 parts. PART A - Leukemia & Lymphoma PART B - Solid Tumors TOTAL C - Consolidated PART A: INDICATION:Leukemia and Lymphoma ------------------------------- ------- ------- ------ Unencap- DepoCyt sulated Cytar- Cytar- abine abine Total ------------------------------- ------- ------- ------ A A Total Population 40 40 80 B B Not Evaluable 0 0 0 ------- ------- ------ C A - B Adj. Population 40 40 80 ------- ------- ------ D D Responders 0 0 0 E E Responders Not Evaluable 0 0 0 ------- ------- ------ F D - E Adj. Responders 0 0 0 ------- ------- ------ G F/C % Responding 0 0 0 ======= ======= ====== PART B: INDICATION:Solid Tumors ------------------------------- ------- ------- ------ DepoCyt Cytar- Metho- abine trexate Total ------------------------------- ------- ------- ------ A A Total Population 20 20 40 B B Not Evaluable 0 0 0 ------- ------- ------ C A - B Adj. Population 20 20 40 ------- ------- ------ D D Responders 0 0 0 E E Responders Not Evaluable 0 0 0 ------- ------- ------ F D - E Adj. Responders 0 0 0 ------- ------- ------ G F/C % Responding 0 0 0 ======= ======= ====== PART C: INDICATION:Leukemia and Lymphoma & Solid Tumors ------------------------------- ------- ------- ------ DepoCyt Cytar- Standard abine Treatmnt Total ------------------------------- ------- ------- ------ A A Total Population 60 60 120 B B Not Evaluable 0 0 0 ------- ------- ------ C A - B Adj. Population 60 60 120 ------- ------- ------ D D Responders 0 0 0 E E Responders Not Evaluable 0 0 0 ------- ------- ------ F D - E Adj. Responders 0 0 0 ------- ------- ------ G F/C % Responding 0 0 0 ======= ======= ====== Notes: BIAO LUO has advised in Post 635 that 50+ patients (best guess) are enrolled in Part A. No numbers for Part B. The information above was provided by the following folks - Thanks! - John Andrew H. Biao Luo Baird Soule Miljenko Zuanic All errors and omissions are my fault.