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Biotech / Medical : Oncothyreon

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To: RWReeves who wrote (1394)3/3/2000 11:01:00 AM
From: Pseudo Biologist  Read Replies (2) of 2344
 
RW,
Compared to the immunotherapeutics pipeline at IMMU, BIOM seems pretty fully priced

I must have missed news of the two phase III trials for IMMU products.

Celltech group? You bet. If IMMU et al. are worth their market caps, CLL is worth 2-3X the current quote. Now, that's a pipeline.

Long CLL, no position on BIOM or IMMU; but if you put a gun to my head to choose between the last two, it would be BIOM, eh?

PB
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