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To: Sonki who wrote (19373)5/4/1998 11:49:00 AM
From: Brian Malloy  Read Replies (1) | Respond to of 27012
 
On the angiogenesis and such:

Just be aware that this is not new news. It is just that the NYT is a general purpose newspaper so many read it and think they are on the cutting edge.

There are at least 26 companies working on drugs in this area. to include EntreMed, SUGEN, British Biotech, MERCK, Novartis and SmithKline Beecham. Way too early to pick a winner here. Some of the smaller issues will run for a while on the hype then come back to earth when people realize this drug will not come out tomorrow, so keep a finger on the trigger.

Results from early clinical trials in humans are at least two years away. If everything is perfect we are still probably looking at 5+ years before any drug would be approved by FDA for other than compassionate use.

It is interesting to note that the unknowing on CNBC don't talk about the compound THP-dox created by the Burnham Institute, a nonprofit outfit, which has been licensed to ILEX Oncology Inc. Combines doxorubicin a well known chemo drug and Tumor homing peptide (THP) which is an angiogenesis inhibitor. In my opinion this outfit is in the lead right now.

EntreMed has a bioengineered angiostatin that it has licensed to Bristol-Myers Squibb Co.

As always,
IMHO

Link to aricle at CNNFN

Dual-drug treatment eradicates cancer in mice
cnn.com



To: Sonki who wrote (19373)5/4/1998 1:06:00 PM
From: Sonny McWilliams  Respond to of 27012
 
Sonki. Hm. I did not buy any more drugs the other day. All the drugs kept moving today but are coming down some. I just wrote Brian a post on ENMD. Use will be about 3+ years away should human clinical trials be promising. If this treatment should work, I can't imagine the FDA dragging their feet. Compassionate use of cancer treatment is an understatement. All patients feel they have compassionate need for a cancer drug that could work. But like Brian said, there is more than one cancer research out there and maybe some drugs will come on the market sooner, hopefully. This pill for breast cancer, which could be working for colon cancer etc, may be here sooner. But I would say if this cancer treatment by ENMD would be workable for humans, it will be a block buster. It may not have any side effects. Anyhow, the stock went through great gyrations today. It was interesting to watch.

Yes, my driller is up some. But all in all those stocks are not doing too much considering the talk about discussing cut in production again and raising oil prices.

Sonny



To: Sonki who wrote (19373)5/4/1998 1:53:00 PM
From: Sonny McWilliams  Respond to of 27012
 
Sonki. PFE. I was a little off with my estimate of 220.000 Rx. It was ONLY 207.000. gg.

biz.yahoo.com

I think PFE will be alright. With Viagra and some of the other drugs they have, it bodes well for the future.

Sonny