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Biotech / Medical : VD's Model Portfolio & Discussion Thread -- Ignore unavailable to you. Want to Upgrade?

To: David Cathcart who wrote (6214)	12/31/1998 10:14:00 AM
From: Biomaven	Respond to of 9719

David, I don't think RFS 2000 will impact the standards for MGI-114 approval, even if the RFS 2000 numbers hold up. If MGI-114 can do better than Gemzar (which isn't saying much), I think it will get approval. One fascinating question is how the combo of RFS 2000 and MGI-114 would work out. I recall research showing MGI-114 combines very well with one of the 'tecans in mice models, and this hints it may be a good combo with the (apparently) low-toxicity RFS 2000. There's a lot less published stuff on RFS 2000 than MGI-114 - it takes a while to even figure out what exactly it is. Peter PS. I started a new thread "Munch-a-Biotech Today" on the prospects for biotech acquisitions. VD-ers are encouraged to come visit and contribute.