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Biotech / Medical : Sugen (SUGN) -- Ignore unavailable to you. Want to Upgrade?

To: S. M. Kahn who wrote (154)	4/10/1998 2:08:00 AM
From: Miljenko Zuanic	Read Replies (1) \| Respond to of 550

Hi Kahn: mz, or Miljenko will do just fine. Forget that Dr....staff. >>Your last sentence seemed pessimistic, while the prior paragraphs seemed "politically correct".<< Rick correction of my misspelling was right: vested not wasted . Thanks Rick. My last sentence was bullish statement. Still, personally I will prefer that price stay flat for some time, as I will love to add more as my finance allowed. I do not write political posts. What I write I stay behind. If you did read my previous posts ( if you didn't it will be wised to go back and read board messages, there are many good information), you should notice that I had three concern in regards the SUGN: 1. patent issue around SU101, 2. time-table for bringing drug(s) on market, and 3. burn rate. 1. Based on recent two SU101 patents and two poster presentation at AACR conference at New Orleans, I believe that SUGN have strong proprietary position on this drug and HMR will have hard time to prove anything. Also, they will not threaten each other market: oral HMR drug for RA, and i.v. SU101 for cancer. 2. At this point SU101 progress well in two indication: glioblastoma and prostate cancer. Also, in combination with BCNU in naive brain cancer. At this time there is no way to predict can SUGN shorten time for PIII trials completion. Nonetheless, I believe that drug will be effective for mentioned indication. Yes, SUGN is developing second gen. PDGFr inhibitor, as well as flk-1 inhibitor, and in other cancer projects. Better explanation will be that they have identified deferent class molecules active toward this TKr signaling, which are i.v. and orally active. SUGN is very optimistic about first and sec. generation flk-1 (anti-angiogenesis) and Pan-her inhibitors. I hope that we may hear something about SU5416 in near future. 3. Burn rate remain to be my concern, I guess SUGN also. They have two many compounds in development, so some serious decision (which compounds develop aggressively with available finance) in regards the future clinical trials and pipeline drugs are coming in next few Q. At this point ( next few Q) I think that we will not have another round of financing (and dilution), but this can be option in future. Hope this help. mz