Replies to post #85537 on Biotech Values

[mcbio]

Re: CYCC

the ceo got the stock to move from the twenty cent range by showing that his drug was better than Genzyme's and Vion's that were in front of the FDA with open label phase 2 data, and he intimated he could do the same thing.

I haven't compared CYCC data to Genzyme and Vion yet. Can you summarize a comparison of the data for me if you know it off-hand? Otherwise, I'll find it.

when the odac panel meeting was exposed showing that the fda advised genzyme that they didn't want open label phase 2 data in the first place I was surprised that cycc was able to stay near a dollar

It's still just a $25 million market cap, which is nothing. If there's any legitimate potential for this compound at all, a $25 million market cap starts to look very, very intriguing.

It is going to take a long time to run a randomized phase 3 study. They will have to dilute quite a bit. Not sure how the preferred stock effects the equation.

So, you don't believe CYCC will be able to land a partner with this data? Any particular reason why? You may be right. I'm just curious.