MDA - Market Direction Analysis Message Board

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Strategies & Market Trends : MDA - Market Direction Analysis

SPY 660.19

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To: Casaubon who wrote (72607)	3/18/2001 4:51:51 PM
From: Sea Otter	Read Replies (2) of 99985

I think the mab (monoclonal antibody) firms hold the most promise, relative to valuations. The science here has matured and products are coming through the pipeline. Not visible in the general public/investor's radar yet, but I suspect will make a huge splash over the next few years. Very sexy stuff - and with profitable business models as well. Examples are TTP (mental illness mab), IMCL (angiogenesis and cancer mab), IMGN (cancer mab platform). All have gotten whacked by the bear. TTP and IMCL are in Phase 3. IMGN is more speculative, in Phase 1. Do you invest in this space? Recommendations?

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