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Biotech / Medical : AutoImmune-AIMM

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To: Thomas Stewart who wrote (93)	4/24/1997 10:48:00 PM
From: Dr. John M. de Castro	of 298

Don't write AIMM off so quickly. MS is a central nervous system disorder. As such it is very difficult to get at. The blood brain barrier makes it difficult to apply medications and makes it extremely difficult for immune system molecules to penetrate. So, the failure of oral tolerance to affect a CNS autoimmune disease does not mean that it won't work for peripheral autoimmune diseases such as Rheumatoid Arthritis or Diabetes. In fact MYLORAL may actually have worked. The problem with the Phase III trial was that they obtained a remarkable and surprising placebo effect. That can produce a ceiling effect, making it impossible to detect a MYLORAL effect. We may never know the answer to that. But, the possibility remains that oral tolerance may be effective for MS. I was skeptical of the MS indication so I bailed out the week before the announcement. But, I bought back in today. RA is a much better candidate for oral tolerance to work. AIMM's prior Phase II COLORAL trials produced spectacular results. The results were so good they were published in the top of the line scientific journal "Science". So, I am much more confident of success here. I calculate AIMM as having about $2.60 per share in cash. With a stock value of around $4, AIMM is an excellent speculation. I am not a technical expert, but the stock appears to have bottomed and formed a base just below $4. I'm expecting a slight increase as the release of the Phase II data approaches. It's too good of a gamble to pass up. If it works, AIMM is back up in the $12 - $20 range, a 3 or 4 bagger (and $8-$16 per share profit). If it doesn't you lose $2 per share. John de C

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