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

To: scaram(o)uche who wrote (376)	10/4/1998 5:43:00 PM
From: Biomaven	Read Replies (1) \| Respond to of 717

Rick, Since I have been following PCYC (which is admittedly after the Gadolite fiasco) there has been little in the way of hype that I have seen from the company. They haven't made any public predictions or projections that they haven't met. Their results have been reported conservatively - e.g., in the final report of their (open label) Phase I/II Gd-Tex study, they seem to have included in the Gd-Tex treated patients even those from the beginning of the study that received a dose much too low to be efficacious. In addition, they have top-rated cancer centers participating in their studies, and they have NCI sponsorship for a huge number of different trials. As with most biotechs, who knows what it is we are not being told. The incentives are always to postpone/conceal/obfuscate bad news. Miller's past and Gadolite are certainly reason enough to heighten one's skepticism. Bottom line though is that PCYC's success/failure is largely going to be driven by Gd-Tex's success/failure, and based on that I like the risk/reward ratio here. Peter