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Biotech / Medical : Pharmacyclics (PCYC) -- Ignore unavailable to you. Want to Upgrade?

To: Doug Meetmer who wrote (437)	5/11/1999 9:23:00 AM
From: Biomaven	Read Replies (1) \| Respond to of 717

Doug, I can't say I share your pessimism on Antrin. I thought the results were actually pretty good, particularly for an early Phase I. This is the sort of procedure where fine tuning - drug dosage, light dosage, repeating the procedure and figuring out the right target population can have a very big impact on efficacy. (Remember also that the figures they quoted included some early patients where the drug dosage was too small for efficacy). It's also important to realize that balloon angioplasty doesn't work well in patients where the disease is not localized to one area, as is often the case in peripheral artery disease. I was impressed with how quickly they completed enrollment at their two trial locations - this is often a leading indicator of what the doctors at the trial locations think of the procedure. Even if Antrin were successful, I wouldn't expect it to supplant existing methods; just supplement them. The market is big enough so that even a fairly small market share would have a substantial impact on a company PCYC's size. I do agree that Antrin is still very early (and that Gd-Tex still has a fair way to go). Peter