SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Biotech / Medical : ILXO > ILEX Oncology > CURE for CANCER in 1999

 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: RWReeves who wrote (13)12/16/1999 10:10:00 AM
From: StockMiser  Read Replies (1) of 23
 
I'm still here :-)

Campath data looks great, and I would expect them to complete their FDA filings any day now, with approval possible as early as the March 2000 ODAC (or even sooner).

DFMO also looks on track.

One of the most intriguing aspects of ILXO is the 77% increase in their CRO division (contract research organization) revenues. Apparently ILEX is the ONLY CRO that specializes in cancer research. From pre-clinical planning, thru actual trial preparation and design, and finally to actual drug synthesis - ILEX has an additional side to their business I only recently became familiar with very recently. I also think it bodes very well for their own clinical trials. I think they are the only small biotech I've invested in that coordinates third party clinical trials.

Their expertise is incredible, and their pipeline is quite impressive at this point.

I've held a small position for some time, and I just used this pullback to double up below 16. This is still a relatively undiscovered biotech powerhouse with a very long way to go yet before achieving full valuation. I would put them in the same class as SUPG and IMCL any day.

I would not be suprised to see a move to the 30's or even 40's next year.

SM
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext