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

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To: Vector1 who wrote (2851)	10/11/1997 12:25:00 PM
From: Pseudo Biologist	of 9719

V1, I agree that MLNM may not be a screaming buy at 20+; it was at 12-15 where it was a few weeks ago. One possible reason for radiolabeled Abs to be mouse is that you want short serum half-lives; I think we discusses this in the threads a while ago. In this day and age it is possible to get win/win short-half life, but non-immunogenic molecules. It would not make sense for Coulter, at this point, to mess with their molecule at all. I am not sure what the situation would be for IDEC, but it is probably too late as well. On IDEC, I got my hands on a report by Merryl Lynch's Hecth and he is projecting sales of $400 Mill for Rituxan (in all its forms and variants, including Y2B8) by the year 2001. It is a short report that came out just before the Genentech announcement and it does not mention competition. On Regeneron, I am still looking. I was never that familiar with them to begin with. Management and scientific board are top class. PB

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