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GENTA (GNTA) www.genta.com Recent stock price: 12.44 (2/17/04 close) 52-wk range: 5.50 – 17.65 Market cap: 923 Mil Diluted EPS: - 0.66 Revenue: 5.2 Mil ttm Expenses: - 66 Mil ttm Net income: - 61 Mil ttm Revenue Growth: 2337% ttm Est. target price: 16.25 Founded: 1988 Berkley Heights, NJ Employees: 96 Analyst upgrades Genasense P-III results State visit Analyst down grades NDA filed Analyst reports Analyst recommendations: neutral/mkt perform “ 2.0 / 5.0“ (1= Strong buy, 5 = Strong sell) Products Discovery Formulation Ph1 Ph2 Ph3 Market Genasense Ganite Androgenics Oral Gallium Decoy Genasense—Antisense Bcl-2 to inhibit tumor growth. Overexpression of Bcl-2 is a major contributing factor to the development of drug resistance in cancer patients undergoing chemotherapy, radiation, or monoclonal antibody treatment. Most tumors express high levels of Bcl-2, therefore inactivation of Bcl-2 is a feasible target to sensitize cancer cells to these therapies. Phase III trials show 2-month increase in survival rate for melanoma patients. NDA filed in Dec 2003 for malignant melanoma and has fast-track designation. Phase I and II trials are ongoing for CLL, MML (2004 NDA, orphan drug status), prostate (2005), NSCLC (2006), NHL (2006), colon (2007) and breast (2007). $477 Mil collaboration with Aventis to develop Genasense. Ganite—FDA approved drug consisting of elemental gallium delivered intravenously for the treatment of cancer-related hypercalcemia (excessive buildup of calcium in the bloodstream). Because gallium also acts as a ribonucleotide reductase inhibitor, an IND has been filed for Ganite treatment of Non-Hodgkin’s Lymphoma. Oral Gallium—Gallium also incorporates into metabolically active bone where it can inhibit bone resorption. An oral formulation is being developed for low-dose extended-use treatment to maintain bone integrity over longterm periods. Currently in Preclinical development. Androgenics—Small molecule compounds that inhibit testosterone production for hormone-dependent prostate cancer treatment. Currently in Preclinical development. CREBP Decoy—Modified strands of DNA or RNA bases with increased half-life that act as a decoy for cyclic AMP response element (CRE)-binding protein. Preclinical studies indicate this drug can selectively inhibit cancer cell growth. GNTA vs. ISIS GNTA vs. LORFF GNTA vs. BTK DIRECT COMPETITOR COMPARISON GNTA ISIS LORFF INDUSTRY Market Cap: 1.0B 480 M 137 M 215 M Employees: 96 523 52 117 Rev. Growth (ttm): 2337% 51% Gross Margin (ttm): 100% 100% 88% 95% EBITDA (ttm): -58.7M -68.7M -16.4M -18.0M Net Income (ttm): -59.9M -86.1M -17.0M -20.9M EPS (ttm): -0.81 -1.56 -0.11 -0.71 PS (ttm): 190.1 7.4 273.5 13.7 GNTA = Genta Inc. ISIS = Isis Pharmaceuticals LORFF.OB = Lorus Therapeutics Inc 11%