Biotech / Medical | Sugen (SUGN)


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To: Buster who wrote (213)7/30/1998 10:02:00 AM
From: Larry Liebman   of 550
 
Rather impressive agreement. Taiho pays up to $70 million. However, what is rare is that, is with such a large "downpayment", Taiho gets Japan, but SUGN retains rights to the rest of the world. In addition, SUGN gets to manufacture the moleucule for Taiho. Someone clearly sees significant value in angiogenesis.

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To: Larry Liebman who wrote (214)8/12/1998 11:12:00 AM
From: Larry L   of 550
 
To all: REDWOOD CITY, Calif.--(BW HealthWire)--Aug. 12, 1998--SUGEN, Inc. (NASDAQ:SUGN) today announced that the
United States Patent and Trademark Office has issued Patent No. 5,792,783 on a family of SUGEN compounds, including
SU5416, its leading angiogenesis inhibitor currently in Phase I and I/II clinical trials.

The '783 patent claims cover the compounds themselves, pharmaceutical compositions comprising the compounds, and
methods of use for treatment in a variety of diseases, including cancer.

SUGEN recently signed a collaboration agreement to develop angiogenesis inhibitors with Taiho Pharmaceuticals, the leading
cancer company in Japan. SU5416 is included in the collaboration, in which SUGEN will receive upfront payments,
milestones, and research and clinical development funding potentially exceeding $70 million.

SU5416 prevents the formation of new blood vessels required for tumor growth by blocking the Flk-1/KDR receptor found in
the endothelial cells of blood vessels. The Flk-1/KDR receptor may play a role in the angiogenesis process in up to 80% of all
solid tumors. Currently, SU5416 is in multiple Phase I trials for the treatment of solid tumors, and in a Phase I/II trial for the
treatment of Kaposi's sarcoma. SUGEN hopes to initiate multiple Phase II studies with SU5416 in different cancer indications
later in the year.

SUGEN, Inc. is a biopharmaceutical company focused on the discovery and development of small molecule drugs which
target specific cellular signal transduction pathways. These signaling pathways are regulated by cell surface receptors known as
tyrosine kinases (TKs), serine-threonine kinases (STKs) and tyrosine phosphatases (TPs). Aberrant signaling of TKs, STKs
and TPs has been shown to result in a variety of chronic and acute pathological diseases, including cancer and diabetes as well
as dermatologic, ophthalmic, neurologic and immune disorders. In addition to SU5416, SUGEN currently has two other
products in clinical trials: SU101 (a PDGF receptor inhibitor) in Phase III trials in refractory brain cancer and multiple Phase II
studies for the treatment of prostate and other cancers; and SU5271 (an EGF receptor inhibitor) in Phase I for the treatment of
psoriasis. The Company has major research and development collaborations with Zeneca, ASTA Medica, Allergan and Taiho.

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To: Larry L who wrote (215)9/1/1998 5:28:00 PM
From: Eli   of 550
 
Does anyone have an idea as to when the next piece of news might come out regarding Sugen?

I am hoping that we are close to bottom today and that some positive news will create some upward momentum. I mistakenly bought allot of Sugen too early and too high. I'd like to see some positive move soon.

Why the large volume today?

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To: Larry L who wrote (215)9/9/1998 11:27:00 PM
From: Miljenko Zuanic   of 550
 
To all:

Any info from prostate cancer conference?

biz.yahoo.com 

Will SUGN present data fro 101 PII trials, or at least interim data?

Thanks.

Miljenko

RE: Price decline?
Probably some found manager develop anxiety from troubled market, so they are unloading everything which do not show return. :(

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To: Miljenko Zuanic who wrote (217)9/11/1998 10:05:00 AM
From: nelli   of 550
 
SUGN potential acquisition candidate by Zeneca or Allergan.
In latest Issue of Business Week:

businessweek.com 

MAKING A RUSH FOR SUGEN

Sugen (SUGN) is attracting fresh attention: With its stock at 11, down from 21 last October, this biotech company may be ready for new deals with strategic partners that may be eager to increase their stake in the company.

Sugen is striving to produce antiangiogenesis agents, which cut off the flow of blood to a tumor. Research has focused on two fronts: It's seeking the oncogene behind certain cancers and developing compounds to fight it, and it's also trying to produce antiangiogenesis agents. In mid-July, it initiated phase-II trials with its lead product, SU101, for ovarian cancer, complementing trials of the same product for brain and prostate cancer. ''The trials have shown some positive surprises,'' says Peter Hirsch, Sugen Executive Vice-President for drug R&D. By yearend, he says, Sugen will launch trials for a yet-unnamed compound that blocks the formation of blood vessels and simultaneously directly attacks

James McCamat, editor of Medical Technology Stock Letter, notes that SU101 is a small molecule that blocks the pathway regulated by one of the main oncogenes in brain, prostate, and ovarian tumors. To help develop anticancer compounds, Sugen has signed a pact with Britain's giant drugmaker ZenecaGroup, which has acquired a 20% stake in Sugen, and also with Allergan, ASTA Medical, and Japan's Taiho Pharmaceutical. Except for Taiho, these companies have taken equity stakes in Sugen, and ''they are all potential acquirers of Sugen,'' says Michael Kicera, president of MRK Capital Management, which has accumulated Sugen shares.

He expects Zeneca will buy more Sugen shares this year. It had acquired its stake at higher prices, and Kicera believes Zeneca will take advantage of the stock's decline and add to its position. He expects Taiho to buy shares as well. ''The stock will jump on any good news about the trials,'' says Kicera.

BY GENE G. MARCIAL

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To: nelli who wrote (218)9/11/1998 3:25:00 PM
From: bob s   of 550
 
Wu-Thanks for the heads up. I already had some SUGN and was almost looking for an excuse to buy more and you provided it. Worst case it should get a short term pop from the article. Bob

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To: nelli who wrote (218)9/11/1998 8:05:00 PM
From: Miljenko Zuanic   of 550
 
Wu:

Thanks for article in BW.

SUGN acquired by Zeneca (or Allergan or ASTA)?... I do not think so. Very unlikely.

M. Kicera must be in very difficult position when he is promoting SUGN with nonsense speculation.

I do know that Zeneca is following progress at SUGN with great interest and in time they may consider SUGN acquisition. But, for now, they can't increase holding over 20%.

FYI, this is give-away price for SUGN, imo. The some opinion have Freke (according to post in Yahoo SUGN board). He bought 5K shares at 10 3/4.

Miljenko

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To: Miljenko Zuanic who wrote (220)11/9/1998 1:35:00 PM
From: Larry L   of 550
 
To all:SUGEN Inc. (Nasdaq:SUGN) today announced
encouraging interim data from its ongoing Phase I clinical trial of its angiogenesis inhibitor, SU5416.

The data were presented at the "Biologic Principles for the Therapy of Human Colon Cancer" Conference in San Diego,
hosted by the University of Texas M.D. Anderson Cancer Center on Nov. 7, 1998.

In patients with advanced cancers, SU5416 appears to be very well-tolerated with minimal side effects. While safety is the
primary endpoint of this Phase I trial, preliminary (and at this point anecdotal) data indicates that SU5416 may have clinical
activity in cancer patients, including colorectal, lung, renal cell and AIDS-related Kaposi's sarcoma patients.

To date, 60 patients with advanced malignancies, including 11 patients with colorectal and 10 with lung cancer, have been
treated in the Phase I dose-escalation study at the University of California Los Angeles (UCLA), which began in September
1997. In this ongoing study, SU5416 has been administered twice weekly in an IV formulation, with escalating doses up to a
level of 145 mg/m2 (from an original starting dose of 4.4 mg/m2). Four patients have been on study for greater than six
months, including one patient on for nearly a year, and 10 patients have been on study for over three months, indicating
SU5416's potential to be used as chronic therapy. Most side effects observed were mild (primarily Grade 1 and 2), and
included pain at injection site, pharyngitis, phlebitis and headache. "The extended duration of many of these late-stage patients
on SU5416, one for almost a year and several for over three and six months, suggests that they may be receiving potential
clinical benefit from the drug," said Lee Rosen, MD, principal investigator, Director of the Cancer Therapy Development
Program at UCLA's Jonsson Cancer Center.

In addition to this trial, SU5416 is in a Phase I/II trial for AIDS-related Kaposi's sarcoma, and additional Phase I trials at the
Arizona Cancer Center and the Royal Marsden Hospital in London to assess different dosing regimens and potential clinical
surrogate markers. The Company is now preparing to initiate Phase II trials with SU5416 in selected indications, including
colorectal and lung, by the first quarter of 1999.

SU5416 is a small molecule inhibitor of the Flk-1/KDR signalling pathway. SU5416 prevents the formation of new blood
vessels required for tumor growth by blocking the Flk-1/KDR receptor found in the endothelial cells of these blood vessels.
The Flk-1/KDR receptor may play a role in the angiogenesis process in over 80% of all solid tumors.

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To: Larry L who wrote (221)11/9/1998 10:35:00 PM
From: Miljenko Zuanic   of 550
 
Good!

SU5416 show *simptoms* of anti-cancer activity. KS is sure thing, IMO.

Surogate marker analysis, in additional PI/II trials, will help to determine pts population for which drug may work, and how drug work best (protocol).

Nice progress.

Miljenko

PS; Wish that OSIP (also in my portfolio) release more data on their (EGFr signaling inhibitor) PI trial.

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To: Miljenko Zuanic who wrote (222)11/10/1998 7:07:00 PM
From: scaram(o)uche   of 550
 
MZ:

OSIP.... Pfizer is going to determine the extent of publicity. Did you see the Pfizer (Reuters) release? A market cap of $107M at today's close. Pre-1994, the Pfizer release alone would have been worth $100M.

;-)

SUGN..... the business plan looks intact.

Rick


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