Biotransplant(BTRN) Message Board

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Biotech / Medical : Biotransplant(BTRN)

BTRN 35.59

-0.9%

Oct 30 4:00 PM EDT

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To: keokalani'nui who wrote (1447)	9/19/2003 12:59:09 PM
From: Icebrg	Read Replies (1) of 1475

>>Ohh. If it's going private as part of a bankruptcy reorg then night cometh anon.>> I think they have already emerged from the administration. As you might remember that was just a ploy to prevent the Belgians from canceling the siplizumab license. That succeeded and the contract is still there. >>OT, are you at all embarrassed about the 2003 contest so far? >> Yes, I am. I just picked some of the shares in my portfolio that were really bombed-out. I was lucky(?) to avoid BTRN. And I was very lucky with my small cap. choices, as both COR and SPPI took a dive the last week of last year, providing an extra favorable starting point, but after that they have performed very well. Alexion is lagging behind for reasons you are well aware of. It will be interesting to see what they have to say to their defense at AHA. I didn't like the new issue, but the market seems already to have forgotten about that. They are extraordinary strong so far today. Medarex has been something of a disappointment. I think that the market has not yet appreciated the promise offered by anti-CTLA-4. The early malignant melanoma results were outstanding, but no-one seems yet to have noticed. Instead (some) people get excited over Genta and Genaense with their poor results. And that is a first-line treatment while MDX-010 was used as a second-line treatment. In real life I have sold Elan and Ligand, but still keep all the others. Erik

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