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Biotech / Medical : VD's Model Portfolio & Discussion Thread

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To: Ward Knutson who wrote (7751)	3/19/2000 4:15:00 AM
From: dalroi	Read Replies (1) of 9719

Ward, Thanks for your contribution <<Even if you believe that MGI 114 and its analogs are the real deal I encourage you to look at what else is out there>> I have and continue to. I have failed to find such an intriguing blend of safety, based on merits of existing commercial business and potential dramatic upside coming from two fronts - niche pharma expansion & acyfulvene family (factoring in current valuation, market-cap sub $500 million). I have however some remarks 1/ taxol started out as a nice product for ovarian carcinoma and breastcarcinoma (taxotere) and is now moving into front line 2/ i personaly think we've had it with the cytotoxic drugs and new ways have to be explored - antiangiogenese (ENMD GZMO ASM.L) - antibodies like herceptine DNA - apoptosis enhancers (CLPA?) - radiosensitisers - linked antibodies (ASM.L , AXO, CLL mylotarg) ASM has a fase 3 running 3/ FDA becomes IMO increasingly severe eg no recommendation for LIPO's product but until those come to market a new cytotoxic drug could be usefull and most important 4/ Peter has put his quality sticker on the firm cheers stefaan

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