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Biotech / Medical : VD's Model Portfolio & Discussion Thread
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To: Pseudo Biologist who wrote (2727)10/3/1997 2:17:00 PM
From: scaram(o)uche   of 9719
 
PB:

I did some brief due dilligence for an underwriter, summer '96, that decided to pass on the IPO. The founders and SAB are *the* experts when it comes to inflammation and the role of lymphocyte/monocyte migration/homing. Good company, great brains, but I sort of feel that the chemokine receptor program for HIV is Miljenko's "big worm can".

As you probably know, Springer is brilliant. Further, Mirabelli gets 10 of 10 points for jumping ship from ISIP.

Perspective..... Amgen Boulder was built around Mike Bevilacqua et al. and homing. This program and several others have largely failed. I'm enthusiastic about LKST, but it's a bit early? Also, as you know, I feel that programs like that at BGEN (anti-CD40L) may push aside anti-integrin projects which are focused on inflammation.

Good program, great minds, crawling all over inflammation. They were focused on chemokine receptors BEFORE the HIV stories broke, and they were lucky...... it helped launch the IPO.

Burn is monumental! Bit early?

Rick
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