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

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To: Henry Niman who wrote (4739)4/23/1998 4:19:00 PM
From: biowa  Read Replies (1) of 9719
 
Henry,

>>Their partner for some of the progesterone analogs is AHP, who is more focused on the estrogen side (they have a $1 Billion Premarin market to protect). I'm not sure when progesterone analogs are slated to enter the clinic, but as can be seen from the table, many compounds should be just about finished with pre-clinical testing and are ready for IND filing.<<

I well understand the limitations of biotech R&D funding. I like to find opportunities in areas others aren't pursuing, and with every pharma in the world working on first, second and third generation SERMs, IMO SPRMs (Rman will have a field day with that pronunciation) might be an interesting angle. If you would please do me a favor and let me know of anything you hear from LGND on this I'd appreciate it. Anyone else know who's working on this area?

Thanks again, Henry.

biowa
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