Biotech for less than cash value Message Board

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Biotech / Medical : Biotech for less than cash value

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To: rkrw who wrote (79)	7/11/2002 11:52:32 AM
From: RWReeves	Read Replies (4) of 684

Have not checked recently but wonder if the Humanized mab darlings of last gold rush are suitable for the list; ABGX, MEDX, PDL? I was heartened yesterday to see that all disease has been cured and drug companies, along with biotech are no longer necessary. On VPHM, I think they do have a meningitis indication in there if they can ever dig it out. Trial data seems to show that IMO, just was not the primary endpoint, and hence Nada. And of course in this day and age there are other possible indications to think about such as weaponized picos and the havoc of even your garden variety picos in an immunosuppressed host. I'd sure like to have a safety stock in my medicine cabinet. GILD is pretty cheap so even if you don't like VPHM, you can still play viral hunter inexpensively. Nice move today on IDEC's vitamin R sales numbers, maybe pharma and biotech are not dead. RWR

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