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Biotech / Medical : YMI: YM Biosciences, Inc. (YMI on AMEX)

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From: John McCarthy9/18/2009 11:10:56 PM
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R&R presentation
wsw.com

at 7:00
Shares 58.0?
Cash $45.0
Burn - 4.0/qtr

Public since 2004 N=E
except affinity constant

The drift is that E binds to good tissues too ...

N can't bind thru affinity like Hereception
(might have said that backwards

Colon - only 4% RR
BUT why ... in cell lines WITH low EFGR (colon cancer)
N = sucks

thats why COLON cancer trial RR so low (4%)

HN
Glicoma
and two others have HIGH EFGR
so bingo N should do OK
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