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Replies to #2221 on Biotech Values
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DewDiligence

05/19/04 8:52 AM

#2222 RE: isolution #2221

Welcome back, isolution. Please read #msg-2517117 (#1346) and you will see that we are on the same wavelength about OXGN’s emphasis on myopic degeneration. Regards, Dew


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DewDiligence

06/18/04 8:15 PM

#2567 RE: isolution #2221

It’s official --OXGN’s CA4P won’t be used as a systemic drug in AMD:

This was reported by ‘jrnpanther,’ one of the posters on the Yahoo board who attended OXGN’s annual meeting on Thursday. For anyone who has been reading this message board for a while, this is absolutely no surprise.

Moral: when it comes to clinical-development programs, watch the rate of patient enrollment. If a trial is for a common disease (such as AMD) and it takes place at a respected venue (such as Johns Hopkins) patients should be queued up to enroll. If enrollment is nevertheless proceeding at a snail’s pace, you have a problem even if management tells investors that everything is normal.