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Biotech / Medical : VD's Model Portfolio & Discussion Thread
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To: Tom DuBois who wrote (1960)8/12/1997 5:58:00 PM
From: squetch   of 9719
 
Tom, I find the people here smart and as intellectually unbiased as any of us can be. I presented the '94 abstract to PB for his and anyone else's thoughts. I found Onconase interesting and the potential of $1 Billion for a compound that can overcome MDR very appealing. I recall I did not find the early results compelling though. This coupled with my belief in other technologies, I decided not to purchase ACEL. I am still watching it though. (As an aside, my understanding is VRTX is working on MDR as well. I still have to check what they are doing.) As for data, I had nothing more than the company sent me or that I read on the net.

I think the addition of Carter last year is a plus, that is if Onconase is effective.

Thanks for the invite. You may want to also ask Pseudo who also did some checking. Best of luck. StanQ
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