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EntreMed, Inc. Message Board

  • yahoo yahoo May 10, 2005 10:40 PM Flag

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    • by FDA and NCI. You must be new to this area.
      This is so important to mankind that the FDA and
      National Cancer Institute have already agreed to
      fast-track endostatin to market if it shows efficacy. Early
      estimates were to cut the time to market in half (of the
      seven years it usually takes; and we are already well
      into the process.)

    • pressure on a container of real-lem, and a Fund Manager's testicles caught in a pair of plyers---all equal...S H O R T S Q U E E Z E.

    • Lets guess which "fundmanager" is shorting. Fact
      is that failure rates at phase II and III are much
      lower than the failures of pre-clinical or phase I. If
      the rumors of human efficacy are true, then the first
      two barriers of pre-clinical (mouse to man) and phase
      I (toxicity) are gone.
      A whisper of efficacy
      that is backed by even small patient numbers will push
      this through the roof.

    • It's scary. We always knew that most individual investors can outperform funds. And the main reason seems to be that we are better informed than the fund managers.

    • Even if ENMD's huge, unwieldy molecules work, it
      will be years before they reach the FDA. Look back at
      the biotech record and you'll find that most
      successful companies took a big dip around the time of their
      phase II trials. The failure rates in pahse II and II
      are huge, and there comes a time when investors start
      to worry about the possibility of failure, and the
      long road to market.

    • I'm awarding you 1 CME credit for listening to me talk about ENMD last night.

    • Good questions. My opinion is that the tracking
      stock status will be a non-issue if GZMO's products
      take off. The investing public accepts tracking stocks
      if they like the product. Example -- The expected
      $10Billion to be raised in the upcoming IPO for the AT&T
      tracking stock of its wireless division. Regarding
      time-table, as you and I both agree, GZMO is about a year
      behind ENMD. That's why I think GZMO is at 1/5 the
      market cap of ENMD, besides, GZMO currently does not
      have the name recognition of ENMD;but GZMO has
      actively started working on that. Regarding patents, the
      Genzyme corporate lawyers and GZMO president have firmly
      and repeatedly stated they have full exclusive rights
      to aaATIII. We haven't heard any firm shot fired
      back across the bow from ENMD to refute this; only a
      vague reference in long list of compounds on a
      conference call. Regarding GZTC, I think that is a very
      interesting company as well, although I do not have a
      position in it. As you know, they get 25% of the profits
      of aaATII for their part in "manufacturing" the
      compound. Although aaATIII is quite promising, I think the
      main point is that there is a lot more to GZMO than
      aaATIII. Namely, the 5 other cancer vaccines either in or
      going into clinical trials. Lastly, I think the
      upcoming infusion of $60Million in cash with the CEGE
      merger, which will fully carry GZMO for the next 2 years,
      will not hurt either. I am truly hoping for both ENMD
      and GZMO to succeed.

      Full Disclosure: Long
      ENMD (2 years) , Long GZMO (almost 1 year).

    • I agree with much of your assessment. Just a few
      questions related to the patent issue, the AT3 conversion
      process, the related timetable and the GZMO stock
      relationship to Genzyme. Do you think that GZTC may be a
      better way to approach the situation?

    • to ENMD. I am long in both ENMD and GZMO, for 2
      years and 1 year, respectively. Dr. Folkman's lab
      stated (in the usual pre-clinical mouse trials) that
      aaATIII (GZMO's angiogenisis inhibitor) that if has
      efficacy at least comparable to endostatin, and no
      toxicity was shown at any dosage. Additionally,
      antithrombin III is already in trials with humans
      for
      treatment of cardiovascular disorders, with no signs of
      toxicity. Granted aaATIII is a slight variant on the
      standard antithrombin, but ALL indications are very
      positive thus far. And of course there are the Genzyme
      Transgenic Goats. GZMO can make huge amounts of aaATIII at
      less cost than endostatin by ENMD. GZMO has multiple
      cancer vaccines in progress for prostate, melenoma,
      breast, ovarian, and lung cancer.(The prostate cancer
      drug is GVAX resulting from its pending merger with
      CEGE.)

      I think GZMO has huge potential, as does ENMD. I
      think the real issue is awareness and time-table. GZMO
      has not gotten there name out onto the street like
      ENMD; but they have recently started working on that.
      Realistically, GZMO is about a year or so behind ENMD; but GZMO
      has 5 cancer vaccines and 1 significant angiogenesis
      inhibitor coming down the pipeline in the not too distant
      future. I think it has the potential of something great
      but it is still early since they have just started
      their phase I/II trials on three of their cancer
      vaccines (about 3 months ago) and the other two will start
      in the spring of next year. Anyway, I truly hope
      both ENMD and GZMO do well, not just for my wallet,
      but for all people in general.

    • I believe you are referring to one of the several
      forms of ANP or atrial naturetic peptide which has a
      wide spectrum of activity in clinical disease states
      especially in the heart and kidney. True, it is an
      endogenous protein. But its exact role and potential for
      clinical use was early on put into question after the
      discovery of the more potent vasoactive regulators nitric
      oxide and endothelin (Nobel prize stuff). Futhermore
      ANP is not just one protein but multiple related ones
      each with different activity spectrums and uncertain
      interactions. Finding the exact nature and a possible clinical
      need for ANP has always been a troublesome situation
      dating back to the preclinical discovery. There is very
      little basis to equate this with ES or ENMD. By the way,
      the role of endothelin in the human body, is
      something that I follow very closely and the eventual class
      of drugs which block the action of this protein on
      its receptor may one day be a "cure" for essential
      hypertension.

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