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Biotech / Medical : CEPH
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To: harkenman who wrote (384)6/5/1997 3:59:00 PM
From: Boyce Burge   of 998
 
I have some opinions in this sector. I only own 50 shares CEPH so I can be objective. I also own a little CTII (Cytotherapeutics - they have a membrane based implant that allows delivery of growth factors directly into the ventricles).

It seems to me that people (investors) have given up on delivery of large biomolecules to the brain. Its tough to deliver them, and when you do, very little happens. Thus CTII from 18 to 5 in the last 18 months, and CEPH from 30+ to perhaps 5 to 10 in the next 6 months. Other sad stories of this kind include regeneron and several others in the distant past.

!! Unless you are working on SMALL molecules you are dead meat!!

I recently bought GLFD, because of their small molecule integrin work.
And, I do recognize that large biomolecules still have their uses outside the brain (Amgen, CBMI, Biogen etc).

I'm holding my few CEPH shares because they have a ton of cash and might do something surprising with it... but frankly I've been unimpressed with their vision. Do they have a small molecule program??
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