Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Vector1 who wrote (6223)	1/5/1999 9:48:00 AM
From: Biomaven	Read Replies (3) \| Respond to of 9719

VI, The equity line is underwritten by that well known financier "major international bank." <G>. I guess they'll have to disclose the name when they actually take down any of the line - don't know why they are being coy. IR is sending me a packet of more info on RFS 2000. There's not much publically available that I could find, although there are some interesting Stehlin patents around. As to comparison with Gemzar, I can't believe the FDA would refuse approval if it does better than Gemzar. I don't think 5-FU is even approved for pancreatic cancer, so it's hard for the FDA to require a comparison. Anyhow, even a 5FU, adriamycin and mitomycin cocktail "did not contribute to life prolongation" although it did slow tumor growth some. The bar is very low here, and rightly so. Like MGI-114, RFS-2000 did very well in mice: asco.org However, there seems to be a difference in how some of these compounds are metabolized in mice and people - the lactone ring opens much more quickly in people, which apparently kills efficacy. Unclear how RFS-2000 does in this regard. What do you make of their "Extra" stuff? As you say, a very strange company. I bought some anyway at around 6 1/2, and it's up nicely, although I have no idea why. <G> Peter