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Biotech / Medical : IDPH--Positive preliminary results for pivotal trial of ID -- Ignore unavailable to you. Want to Upgrade?

To: Maurice Winn who wrote (1528)	4/9/1998 10:15:00 PM
From: Bob L	Read Replies (1) \| Respond to of 1762

As a shareholder in IDEC, CLTR, and TCLN, I hope to win no matter which way. <g> But putting on my IDEC shareholder hat, I would ask for some expert opinion backing up that fantastic value of TCLN from someone not connected with the company. I don't think we can buy based just on a fancy web page, some rapidly aging very preliminary research, and loud touting on the internet. Because as a company, IDEC has a duty to shareholders that limits its ability to invest as speculatively as I do as an individual. Also, it is true that Bexxar and Rituxan clobber B cells, but there have been remarkably few serious infections in the studies. Not counting, apparently, the tuberculosis case(s) that you have heard about, which must have arisen after publication of phase II results for Rituxan. One problem is it seems to take about a year to get the full study results published in medical journals. Thus we haven't seen the full scoop on Rituxan ph III. Unless I missed something. And we have a year or so to wait for Bexxar ph III full publication. Until then its just bits and pieces of preliminary results, unless one goes to a lot of trouble to talk the data out of the researchers. (I'm tempted to add "and maybe ten years for TCLN ph III at the rate they are going," just to hear the howls from those bulls. But I shouldn't be that way.) Then we have follow-on studies and more data from clinical treatment. So I think it will be a relatively long time to find out how many people benefit from which treatment at what cost. I'm not counting any of them out yet, the "expertise" of Yankee Power notwithstanding. I know Bexxar works well on one patient important to me. But it was impressive to see all the radiation precautions and realize Rituxan doesn't have that burden and expense, for example. Bexxar was the medical choice. TCLN, though, is our largest holding of the three. Important to separate present fact from future speculation.