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Biotech / Medical : Biotransplant(BTRN)
BTRN 35.45+0.1%Dec 5 4:00 PM EST
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To: scaram(o)uche who wrote (843)2/23/2001 12:48:10 AM
From: scaram(o)uche   of 1475
 
I've been bombarded with emails, private messages and phone calls re. my last post. Thanks, everyone.

I trained as a transplantation geneticist. I *know* why they bought Eligix. Furthermore, I was one of the first to cure lymphoid malignancies in an experimental model with GvH. I don't just think that this stuff is exciting, I *know* that it's exciting.

However, re. AlloMune........ I don't believe that anti-lymphoid malignancy and GvH can be separated as cleanly as it's being represented.

T cell removal for "standard" BMT...... it's been known for ages that a little "conditioning" is a good thing, that fewer stem cells are required for reconstitution if the preparation *is* contaminated by T cells. It's not as simple an issue as it seems.

B cell removal from marrow, prior to BMT for B cell malignancies? Is four logs of purification enough? I like the idea, but........... how often is BMT actually performed for B cell malignancies? It's a market that will need to be created.

Re. Eligix in general....... cellular therapies rarely (never??!!) achieve the predicted penetrations. Cost retrieval will, unfortunately, be the best we can expect for quite some time IMO.

The fit is excellent. However, I also feel that the deal dilutes potential payback for any 507 success.

I look forward to being proven wrong by Lebowitz et al. Would *love*to be wrong. The leverage is pronounced.

Go BTRN!!
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