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Biotech / Medical : Gene therapy

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To: scaram(o)uche who wrote (151)	9/8/1999 1:49:00 AM
From: Gordon James	Read Replies (1) of 319

Rick, Your welcome - fantastic that we will see you over there, I look forward to your insights. Actually, I'd prefer it at this point if they came over here instead, I've quickly developed a strong preference for SI since joining. I intend to pester Heinzelmann at some point to join over here, would be nice to just "PeopleMark" him... PDLI itself is an interesting animal to me - I've only lately come to fully appreciate the number and apparent quality of humanized MAbs now in advanced stages of development. Enough of these MAbs are successful, and PDLI has a decent-sized, extremely high margin revenue stream that should attract increasing attention (certainly, Synagis and Herceptin have got them off to a good start)... Gordon

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