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Biotech / Medical : Oncothyreon -- Ignore unavailable to you. Want to Upgrade?

To: Michael Brody who wrote (641)	5/6/1999 4:08:00 PM
From: StockMiser	Respond to of 2344

Well, Herceptin adds about 4 mons to life expectancy, while Theratope adds 9-14 months. Whether it's used alone or in conjunction with Herceptin or even chemo, it should certainly sell better than Herceptin, which is expected to do 150 mil this year. For all we know, Theratope in the right combo with other therapies could prevent reoccurrance indefinately. We're also talking metastatic cancer, which is very deadly reoccurrance (which is also why we will get fast track). Theratope also has implications for use as a both a preventative, as well as applications to other cancer types (colorectal and ovarian, for instance). Someone asked me today about the chance of FDA approval. Seems like there are 3 primary obstacles: toxicity, efficacy, and accuracy (of the clinicals). We know Theratope has no toxicity, or any significant side-effects for that matter. We know that Theratope is more efficacious than current treatments (that's the primary benchmark used). The last goes to the integrity of the trials themselves. From what I understand, Biomira scientists are top notch, and play it "by the book". They also work closely with the FDA on trial design and data reporting. So, assuming the trial is done well, chances for FDA approval are about as good as it can possibly get. SM