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Biotech / Medical : Pharmacyclics (PCYC) -- Ignore unavailable to you. Want to Upgrade?

To: squetch who wrote (277)	4/14/1998 9:31:00 PM
From: Biomaven	Read Replies (1) \| Respond to of 717

squetch, I wonder when the ASCO abstracts will become available? I guess they won't have final Phase II results, as the last patient was only recently enrolled. The "improved survival" part I guess we already knew from the first part of the trial, but it's nice to see it confirmed (beats "tumor shrinkage in mice" and the like any day). I think we're going to see good stock performance over the next six months or so. The Phase III for Gd-Tex is scheduled to start around mid-year, and this together with 9 other NCI sponsored Gd-Tex trials should attract some favorable attention. Sounds like there'll be another 6 or more Lu-Tex NCI sponsored trials too. Even if we only get $2 per trial that still makes $30 <G>. The move into Phase III should definitely be worth something. It sort of moves it in people's minds from being an "early-stage-biotech" to being a "late-stage-biotech." The PCYC site has been updated. I didn't keep a copy of the old site, so I can't quite remember what's changed (except the antisense stuff seems to have disappeared), but it's well worth a look around if you haven't seen it lately: www.pcyc.com I particularly like one line I read in the H&Q research report I got in the investor packet recently. After suitable hedging (no unexpected safety problems, lives up to its preclinical promise) it says "... Gd-Tex could become the largest selling cancer drug ever." I normally don't like to quote something like that out of context, but this was such a juicy phrase I couldn't resist, and I happen to agree with him. Peter