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Biotech / Medical : Biotechnology Value Fund, L.P.
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To: JOEBT1 who wrote (370)12/15/1998 10:09:00 AM
From: scaram(o)ucheRead Replies (1) of 4974
 
Joe:

First, please don't follow my lead. Consider (1) that my homework is incomplete (and always will be, everyone misses some bases), and (2) that multiple brains are better than one. How can you follow my lead, when you don't know if my BTRN investment is 2% of what I have or 80%?

507 addresses a huge potential market. Huge. GvH and autoimmunity alone..... huge. I consider every drug in phase III testing as a longshot. This one resides with a company that would get "10% of huge", which is addressing other hefty markets/economies with their primary projects in solid organ transplantation, and which is trading at a research premium of about zero. I see no reason to not hope that 507 will be effective, but I consider every drug in phase III testing as a longshot. IMO, a basket of BTRN-like issues will pay off.

Waiting to hear about psoriasis, among other potential developments.

Rick
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