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Biotech / Medical : MEDX ... anybody following?
MEDX 31.58+1.4%Nov 5 12:44 PM EST

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To: Icebrg who wrote (1802)8/1/2007 12:35:05 PM
From: JOEBT1   of 2240
 
Erik--I have not communicated with you for a while, so I have some questions for you.
1-Given ASCO data and positive comments by "independent" doctors (CBS video and ASCO) do you agree that the probabilty of MDX010 approval by the FDA is about 0.7 +/- 0.1--if not what is your probability opinion?
2-Do you agree that based on ASCO data that MDX010 is a more effective than Pfizer's version?
3-Are you bullish about MEDX in the short term ie, in the rest of 2007?
4-Are ISIS long term prospects better, worse or equal to Medx?

My views on the above questions are 1-agree; 2-yes; 3-yes; 4-roughly equal.
I'd be very interested in your views (as would many others).
I'd be very interested in other people views also.

Joe
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