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

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To: Vector1 who wrote (6245)1/13/1999 2:11:00 AM
From: Vector1  Read Replies (1) of 9719
 
HQ BGEN Report 2

Vincent next moved to the pipeline. Their stated goal is to have two or more drugs approved by 2001.
The lead candidates are:
Antova- (anti CD40 ligand) this is clearly the one they are most excited about. It has been through two phase IIs in ITP and Lupus and has been well tollerated. They are going to run as many as 6 different phase IIs for this compound in 99. HUGE POTENTIAL.

AMEVIVE--fusion protien for moderate to severe psoriasis.Phase II date reported Q2 with Phase II commenced in 99.

CVT 124--congestive heart failure. Phase II Q299

Pipeline is maturing nicely and they have a grade a ballance sheet to expand through acquisition and in licencing.

V1
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