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Biotech / Medical : SangStat Med. (SANG) - 10 of 10 analysts say Strong Buy -- Ignore unavailable to you. Want to Upgrade?

To: John S. Sturges who wrote (71)	2/8/1998 3:33:00 PM
From: James Silverman	Read Replies (2) \| Respond to of 184

John, Zenapax is approved for use in "combo" with cyclosporine. It is not approved as a standalone therapy. The NDA for thymoglobulin has been on file for just over 1 year. A decision is expected within months. Jim

To: John S. Sturges who wrote (71)	2/8/1998 7:39:00 PM
From: pwrmstr	Read Replies (1) \| Respond to of 184

John, regarding the Feb 18 meeting. My guess is that if there is new research being presented, it would be about the efficacy of Zenapax when used in combination with Cell Cept which is Roche's competing product for Cyclosporine and its generic twin Thymoglobulin. This is logical given that Zenapax doesn't prevent rejection as a stand alone therapy, it has already been approved for use in combination with Cyclosporine, and PDLI indicated in December that Roche was investigating Zenapax' efficacy when used in combination with Cell Cept. Logically, Roche would much rather market Cell Cept and Zenapax together than just Zenapax for use with its competitor's product. At the end of the day, it still seems that the critical issue is not Zenapax but the relative efficacy of Cell Cept versus Cyclosporine. At last April's meeting of ISHLT in London, Roche presented the clinical trial results of Cell Cept and a lot of physicians were disappointed with what they heard. Cell Cept is effective in some cases but is not poised to replace Cyclosporine as far I know. I'd be very interested if you have any additional facts you could present to support your position.

To: John S. Sturges who wrote (71)	2/20/1998 4:03:00 PM
From: deadstrait	Read Replies (1) \| Respond to of 184

Well, it is past the 18th and it looks to me as if PDLI didn't do all that well on all this great news. Apparently, Zenapax is not the cure all that you claimed it would be. At least not many others seem to think it is and I believe that is reflected in PDLI price per share. Kinda went backwards since the 18th. I do notice that SANG has been very solid at 28 to 29. I also believe that those of us who are holding SANG long term are going to be reaping the benefits soon. Zenapax to eliminate the Cyclo market? HEHEHE, I don't think so. Nice try though. Dead