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Biotech / Medical : VD's Model Portfolio & Discussion Thread

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To: Rocketman who wrote (2840)	10/10/1997 11:49:00 PM
From: Pseudo Biologist	of 9719

Rman, V1, Andy, squetch, biowa, I do think Millennium (MLNM) is very interesting; biowa, squetch and I have had a sparse trialogue in its thread for a while. I think MLNM is HGSI+SQNA plus a lot more class than either. On Coulter, these guys filed and completed a secondary (2 million shares or so today at 15 3/4) in what it seems like two weeks (maybe three). Seems they had no difficulty finding "big boy" buyers; would make Henry proud. Genentech pulling out on IDEC's Y2B8 is interesting; also interesting and still puzzling to me is that Y2B8 is a mouse monoclonal while Rituxan (C2B8) is a chimeric mouse-human; not clear why they did not just label the second molecule and have a theoretical (and marketing) potential advantage over CLTR's Bexxar, which is mouse. I say this knowing that manufacturing of the mouse molecule is probably easier than that of any recombinant one. Lastly, have you looked at Regeneron (RGEN)? Mavens Miljenko and Rick Harmon seem pretty positive on this one; I've been giving it a close look. It looks cheap and with a lot of potential. PB

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