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Biotech / Medical : Biotech Valuation

CRSP 58.08

+0.9%

Dec 11 3:59 PM EST

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To: Miljenko Zuanic who wrote (14238)	11/19/2004 7:06:14 PM
From: zeta1961	Read Replies (4) of 52153

Miljenko.. How wonderful to know you're around!..thanks..I knew about the failed naive/chemo combo but not the EGFR status differences.. I also was not following this closely in fine detail(because although this is a breakthrough for this field) I'm punishing them for preASCO hype<g>... Which Iressa data are we waiting for?..I think the election took too much of my attention from biotechnology.. Did you also notice in patient distribution that very few African -Americans in the trial?...not to stir up a heated debate about this as NTMD's study already has..do you think there was a rationale for this or was it because there were Euro sites involved? I agree completely with your non-concern about initial reaction.. Any thoughts on DSCO's surfactant we've been discussing?...You and I have a history of disagreeing...you are always right!!! DNDN is having manufacturing problems(I heard today)..I remember you strongly chastised my bullishness when I first came to SI..I sold!.. Especially after today's downgrade..glad I did(thank-you)..although I admit to trading in and out several times on the PR's..greed...I'm not always the humanitarian activist I purport to be<g> Tu ngat jeta! Elizabet<g>

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