Agenus (AGEN) Message Board

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Biotech / Medical : Agenus (AGEN)

AGEN 3.960

+3.9%

Oct 31 3:59 PM EST

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From: Area51	6/13/2005 11:30:41 PM
	Read Replies (1) of 146

Real Money article on AGEN that seems to coincide pretty well with wall streets opinion: finance.messages.yahoo.com plus next two yahoo posts I thought the article was useful in presenting the bear case. But I didn't fully grasp the conclusion that "Even if Antigenics does submit a BLA for the renal cell carcinoma indication, I do not believe the product (Oncophage) can be competitive". Granted the drug is relatively expensive to produce and administer, but are there competitor drugs in Phase III or beyond that have similar or improved efficacy? I guess her implication is that there are, in which case her AGEN target of $3 is probably not too far off.

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