(dog a presenter)
No treats for you fellas after my first
foray--I'd have asked about small molecule
angiogenesis inhibitor leads (if I am not
mistaken, the slides showed small molecules
in 'research stage' fitting in to that slot)
but I never got a chance--after the GZMO slot
she discussed vaccines and the FDA during
the break, there was no chance to bring up small
molecules--and there was virtually nothing
mentioned of small molecules in the presentation,
a quick slide with partners on there, Arqule etc
then gone.
I will say that the GZMO presentation was
very good, nearly the best today, and I'd
buy Genzyme on Monday if I was going to venture
outside of nth tiers.
I think many of the folks who might buy gzmo
are content to just buy Genzyme, but I might
snag some for my wife. The gal sitting next
to me said she was leaning toward the parent
rather than the tracking stock too, but I
have to read the annual report more closely.
I was sitting at the wrong table during lunch
(although it was fun to chat with fellow traders
and investors)--silly me, I am thinking about
food and the nice view and did not think to
sit next to a presenter, I am truly an idiot.
Oh, I got a SAGE question in, maybe you got to
hear me on the replay--new transcripts beyond
those in the *public* databases, hope that
answer is okay. I'll answer the PMs on Sunday,
but suffice to say Rick was right about the sort
of information given at the II forums, I guess
we wait for spring oncology meetings. But it
was a great way to become familiarized with
some of these other companies--and I can see why
folks might pay a premium for management here and
there, a few of the speakers were outstanding--Corixa
for example. I don't follow that one but would guess
for at least a short term move up on Monday--great
slides, now that sells!
As expected, a few too many mouse graphs...but no
mouse slides from Supergen--we got a real treat
there! Joseph Rubinfeld is really quite a character. |
