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Biotech / Medical : T/FIF Portfolio

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To: scaram(o)uche who wrote (180)10/27/1998 7:37:00 PM
From: Russian Bear  Read Replies (1) of 1073
 
Rick,

Thanks for posting the abstracts. Speaking as an "MOGN fan," I can attest to the fact that "...potent and selective toxicity toward tumor vasculature" is a concept that does, indeed, illicit drool -- who needs Salagen? ;-) I wonder what explains the apparent selectivity of CA-4 for tumor vasculature? (It is my understanding that the CA-4 analog is the lead compound.)

What, in particular, about the tubulin-binding mechanism of action you less enthusiastic?

I like your idea of monitoring for Dr. Landuyt's name, independent of OXGN.

The more I read, the more I like this company. Please, post a dose of cold reality, and disabuse me of this silly optimism before it is too late! The very last thing I need is to go and buy a large amount of (yet another) biotech that promptly drops two- or three-fold!

Best regards,
RB


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