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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 7:11:00 PM
From: Vector1  Read Replies (1) of 9719
 
<<It is clear you do not want to discuss MGI Pharma further and that is fine, it is your portfolio thread.>>

Thats not true. I am always happy to learn more about MGI 114. I just increased the portfolio position and own the stock personally. I am sorry you took my comments as an attack. My point is that there is incredible opportunity in the sector. I think its a mistake to put too much focus on a single company.
In addition I do not yet have the same confidence level you do with regard to the compound. No question MGI 114 kills tumors cells, but unfortunately it also kills healthy cells. I would love to see the preclinical data on the analogs. If they have compounds which kills tumor cells and shrink tumors in animal models with greater specificity then I will get even more excited. I will also get more excited when I see phase II data with greater patient populations that show increased survival in metastatic cancers.

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