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Biotech / Medical : T/FIF Portfolio -- Ignore unavailable to you. Want to Upgrade?


To: scaram(o)uche who wrote (143)10/22/1998
From: David Cathcart  Read Replies (1) | Respond to of 1073
 
Rick,

<<The thought was floated (not by you) in the MOGN thread that the Europe deal would be sealed by the time phase II trials were initiated. Didn't happen.>>

Almost a year ago Blitzer said during a presentation that he expected to complete the European deal around the beginning of the phase II. I passed that comment along on the MOGN thread. As you point out the deal hasn't happened yet. Blitzer was wrong and perhaps silly to boot.

The efficacy that Richard points out seems to me to be more important than the conversation about the Europe deal. If the drug is working, how important is it for the European deal to be competed now? If the drug continues to work, won't the European deal and a lot of other problems solve themselves?

Am I seeing significance that is not there in the efficacy results revealed in the high dose patients in the phase I trial? Particularly in the case of the pancreatic patient.

David



To: scaram(o)uche who wrote (143)10/22/1998 7:48:00 AM
From: David Cathcart  Read Replies (1) | Respond to of 1073
 
Rick,

<<Has Blitzer pointed anyone to preclinical toxicology data?>>

I'm not familiar with this toxicology data. Perhaps I missed an earlier post but are there danger signs here?

Thanks.

David



To: scaram(o)uche who wrote (143)10/22/1998 10:55:00 AM
From: David Cathcart  Read Replies (1) | Respond to of 1073
 
Rick,

Richard Bagnell pointed out that MGI Pharma is conducting their own phase II trials for MGI 114 for prostrate, ovarian and pancreatic cancer. The National Cancer Institute in presently conducting phase II MGI 114 trials for non-small cell lung cancer, metastatic kidney cancer and colon cancer, plus a phase I pediatric study for recurrent or refractory solid tumors. To see the current NCI MGI 114 trials progress, go to the NCI PDQ® Clinical Trials Search Form at:

cancernet.nci.nih.gov

Type “MGI” in the drug field of the search form and it will bring up the current MGI 114 trials they are sponsoring. My understanding is that the NCI plans to add eight additional phase II MGI 114 trials in the coming weeks (months?).

David



To: scaram(o)uche who wrote (143)10/22/1998 12:38:00 PM
From: seminole  Respond to of 1073
 
Richard

<<<Blitzer will either be very successful or look sillier than the average bear.>>>

You correctly point out the high stakes we are playing for
with this stock. I have twenty-five years as a cynic and
skeptic riding on this drug and stock. I live in constant
fear that my newly found optimism will ruin my whole approach
to life.

trying to end my silly, average bear look
richard