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

To: BD who wrote (736)	2/18/1998 1:24:00 PM
From: Czechsinthemail	Read Replies (1) \| Respond to of 887

Brian, The statistical problem you cite may not be a reliable indicator of how underappreciated DepoCyt is if DEPO was effectively cherry-picking to get good results. Similarly, their representations that the chemical arachnoiditis is not serious and can be easily treated may not be reliable. I think these are lingering questions. The problem spills over into a credibility question regarding DEPO management. The overwhelming bullishness on the company was in response to DEPO management's representations about DepoCyt and the trial results. The ODAC committee didn't buy that version. Rather than simply dismiss the members of that committee as idiots or tight sphincters, I think it is worth considering that the advantages of DepoCyt may be less and the side effects more than we were led to believe. At this point, I simply don't know. The personnel changes at DEPO may be indications of underlying problems at the company without clear evidence that they are resolved. DEPO has spawned some serious skeptics out of former believers as the December ODAC meeting turned investors into casualties. Baird