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Alias Born 10/19/2003

Re: DewDiligence post# 4455

Sunday, 10/31/2004 8:27:35 PM

Sunday, October 31, 2004 8:27:35 PM

Post# of 252205
Dew, seems to me that given the Sq mode of action
one of the few ways it can be a standalone drug against cancer is for prevention, taken constantly in low doses. Clearly a long term/high participation study attempting to show a reduced risk of cancer is unthinkable. It would be tremendously expensive and positive results could only be determined using retrospective analysis. My previous post outlines one of the few ways it could be done.

“We are discussing the dosing frequency and possible subcutaneous administration because Dr. Levitt mentioned these matters in his talk. Our job is to figure out why he did, and I don’t think we have a convincing answer yet.”

Maybe he was addressing the question of what Sq dose allows administration by injection rather than infusion. Though you disagree, I continue to believe this to be important. Infusions are not a showstopper but delivery by injection would be icing on the cake (assuming the drug works).

Another possibility is that Dr. Levitt could have been giving an update without a clear strategic or tactical goal. As a holdover MAGN investor I have overestimated his abilities before.

Regards,



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