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

To: nelli who wrote (178)	5/6/1998 2:32:00 AM
From: Miljenko Zuanic	Read Replies (1) \| Respond to of 550

Wu: Thanks for WSJ article. SUGN is mentioned together with OSI as the only company (among giants) who have drug candidate in advance stage human (not mice) clinical trials for cancer. As much I hate ENMD hype two days ago I hate this short-coming article which hype only big pharmas. Not because SUGN is not mentioned with more respect, but because there are several bts which have active program (with drugs in human clinical trials) against target which author describe: HER2, EGFr, RAS/Raf/PKC-alpha, PDGFr. One thing is interesting. If I want to describe SUGN cancer programs it will be like WS article (actually little bit more professional), but it will cover some target. Normally with VEGFr inhibitors and few more. In short: 1) SUGN SU101 is PDGFr/EGFr individual and heterodimer receptors inhibitor, 2) SUGN Raf signaling inhibitor at research stage (Raf is RAS gene activator), 3) Her2 receptor inhibitor will enter PI in 4Q, 4) With 5-6 more signal transduction target (receptors) at various research stage. Here I will add VEGF Flk-1 (in May at PII) and Frk-1 at research as anti-angiogenesis target. The point is that SUGN almost have more in early/late stage development than all pharmas together (if you eliminate GNE Her2 antibody as bts). So, combine parts of pharmas capitalization which come from their cancer programs and you will get approximately SUGN future capitalization. Miljenko