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

To: biowa who wrote (4034)	2/4/1998 12:53:00 PM
From: David Cathcart	Respond to of 9719

Biowa, <<Agree with most, but MOGN has to prove they've changed >> New players with strong track records at key positions should a good sign. Results due to those changes will be a better sign. We'll see some results a week from today. IMO, the bigger questions are: 1. When will Salagen be approved for Sjogren's and will that market accept the drug quickly? 2. Will Chuck Blitzer be able to pull off the deal for a European partner for MGI-114? 3. Will MGI-114 enter phase II clinical trials soon? 4. Will Basil Mundy (the new VP of marketing) be able to energize the sales of INFeD at MGI as he did at Schein Pharmaceutical? If the answers to the above turn out positive, 1998 could be a very good year indeed for MGI Pharma and its investors. David