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Biotech / Medical : IDPH--Positive preliminary results for pivotal trial of ID

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To: Rick Costantino who wrote (268)1/3/1997 5:36:00 AM
From: I. Luttichuys   of 1762
 
Hello Rick, I have to apologize. I assumed you were still in New Jersey or I would have looked you up. I was at Genentech on New Year's Day -- visiting and getting a tour and the like. I pretty much just plopped down in someone's office and borrowed the computer to make the post. :o) Next time I am in those parts I will be sure to contact you as I am back in New York now. That will probably be within the next 6 months or so.
I am going to hold as I indicated to you in my last post. If IDPH starts any serious down-movement at this time, I will be surprised. However, I would not be above taking advantage of it. Right now, I see it staying in a range I don't think I would be able to take advantage of by trading. I could be totally wrong on this though.
I want to be in over the coming months for what are going to be some milestones for IDEC as far as news. Brad has posted before about his feeling that IDEC is a company which sometimes seems further along than it lets on. I agree with this assessment and have had empirical reasons for this. I think, for example, that IDEC will be very well established with its NHL therapy by the time Coulter comes along. I also wonder whether or not we might have some postitive surprises in the media. Its just pure speculation but, with IDEC having completed an impressive trial etc., it would be the time over the coming months that such surprises might occur.
Well, its 0530 and I feel a bit like I may be babbling.
Hope you enjoyed your holiday,
BENNETT

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