SI
SI
discoversearch

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


To: pwrmstr who wrote (79)2/13/1998 9:07:00 PM
From: John S. Sturges  Read Replies (1) | Respond to of 184
 
Gentlemen, the citations on the superior activity of Zenapax will begin to be available next week. The first will be the very successful replacement of Cyclosporin in the treatment for Uveitis. Zenapax stopped the disease cold. This will be reported tomorrow in Geneva.
The data we have seen suggests it will revolutionize transplant therapy.
Lehman, Paine Webber and CIBC Oppenheimer are all bullish on PDLI's prospects for this reason. M.Geller at CIBC Oppenheimer has been the most bullish and has had in my opinion the best handle on the contacts and the research. His comments are available on First Call. You should review them. The implications for Cyclosporin are enormous.
John



To: pwrmstr who wrote (79)2/14/1998 3:26:00 PM
From: Darth Vader  Read Replies (1) | Respond to of 184
 
Thanks for you reply! Base on my research Zenapax's label is limited to induction, i.e. a potential competitor fo Thymo.

Cyclo is the big opportunity for Sang and there is no real competitor in sight the only threat is Novartis' legal action.

If you believe that Novartis will not sue Sang to avoid upsetting the transplant community, Sang is the most compelling late stage biopharma story today!!