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

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To: nigel bates who wrote (9113)	1/17/2002 12:41:57 AM
From: Spekulatius	of 9719

<< I'd argue that there's a better case for CATG than MEDX>> I don't know CATG very well. , I tried to scalp it but it traded very thinly and my limit orders didn't bite. Regarding MEDX, i listened to the H&Q presentations: - 15 HuMAB in clinic by the end of 2002 - 3-5% percent royalty and 7-10M$ precommercial milestone and R&D payments for each "cash and carry" HuMab - 10 new partnerships in 2002 Not bad.

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