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

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To: Harold Engstrom who wrote (5748)	10/11/1998 1:30:00 AM
From: scaram(o)uche	Read Replies (1) of 9719

>> Any thoughts Rick? << Not really. I've never liked Leuvectin, and some early personnel moves also turned me off. The patient-specific stuff with lymphoma idiotypes, the Ron Levy stuff, sounds OK but rather mucky. First, it's patient-specific. Then, it's complicated by the fact that most or all patients will relapse with a different idiotype, even if it's successful in the first place. I don't know how the Merck projects are going, but they've been dragging on for what seems to be forever. The malaria vaccine sounded like it was looking pretty good. I think that Peter Suzman follows them? I also have a friend, Jerry McLaughlin at Indiana University School of Med, who follows them closely. If anyone wants his email address, please ask in a private message.

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