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Biotech / Medical : Biotech Valuation
CRSP 55.28+5.3%Nov 17 3:59 PM EST

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To: HeyRainier who wrote (5917)3/15/2002 5:24:09 PM
From: scaram(o)uche  Read Replies (1) of 52153
 
Research pixykine and the like. IMO, IMNX was saved by non-scientists.

But..... to the new story, CRXA.

I can't conceive of any rationale for many of the early projects at CRXA, particularly the adjuvant programs. When they failed, they purchased another crappy (IMO) adjuvant program when they bought Ribi.

So..... followed IMNX *very* closely early in history. Followed RIBI *very* closely early in history. Followed CRXA *very* closely since inception. My background is sufficient in the immunogenicity (or lack thereof) of spontaneous and induced cancers, and I believe that CRXA is largely based on BS dogma.

>> analyst Andrew Heyward <<

Analysts come and go. Very few get it right while they're here.

>> Quite a broad pipeline <<

Broad doesn't count when it's enriched in garbage.
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