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

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To: Vector1 who wrote (1315)	6/20/1997 11:16:00 AM
From: Pseudo Biologist	of 9719

Vector, it makes sense. The problem is when one tries repeated infusions; in the one knock-out punch scenario murine would seem better for the reasons you state. They may also be production advantages as hybridomas making murine MAbs tend to be more efficient than almost any transfected cell making engineered chimeric or humanized MAbs. And yes, IDEC's Yttrium-labeled MAb is mouse - it is the "precursor" from which C2B8 was engineered. Regarding the grades of NHL - I agree with your thoughts. This is consistent with many abstracts I've reviewed over the last few days, as well as with what analysts covering Coulter say. Only Marshall in TCLN thread seems to have a different view. I have not been able to get enough detail from him in order to understand his position. Did you see the BioCentury article from 9-23-96? It addresses a number of the Y vs I questions, as well as trying to compare C2B8, C2B8+CHOP, Bexxar, and even Y2B8. This "comparison" is done with all the appropriate caveats and disclaimers, of course. PB

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