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


To: Steve Lokness who wrote (427)1/17/1999 4:43:00 PM
From: LLCF  Read Replies (1) | Respond to of 1073
 
Anyone watching ENZN (Piscataway N.J.), drug delivery "PEG"ed molecules company? Schearing Plough has "PEG INTRON A" finished (I believe) Phase III and readying the NDA for Hep C to supposedly replace its own INTON A for the same indication (which has 6-7 hundred million in sales but has competition) They have also started Phase 3 for several other indications. It's had quite a run and I've actually sold some of my stake but I'm hearing the Hep C drug alone is worth $30 a share (last $15) and the company comes with a few other promising "tidbits".

enzon.com

Supposedly an article in "Time" about Sch.Plough and this drug, I havent picked it up yet. Would love any input from those in the know... I am a layperson and NOT familiar with the science except that "Pegged" molecules supposedly stay effective longer and lessen side effects, at least in some cases:

enzon.com

There are others using Peg technology, but supposedly ENZON is way out front with 2nd and 3rd generation patents and superior technology (company "puffery"?).

DAK

DAK