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Biotech / Medical : Biotech Valuation

CRSP 50.19

+1.8%

Nov 21 9:30 AM EST

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To: Mark Bong who wrote (4050)	6/7/2001 11:20:47 AM
From: Biomaven	Read Replies (1) of 52153

Some recent psoriasis developments. On the negative side: TSC had an interesting article about the XOMA/DNA drug which echoes some of the concerns I've seen expressed. ALXN reported today that their attempt totally flamed out. On the positive side: MEDI finally seems to be getting their act in gear on MEDI-507. BTRN is probably the most leveraged way to play this one. BGEN continues to be the most obvious play here. I'm starting to be sorry I dumped mine... Peter

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