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Biotech / Medical : T/FIF Portfolio

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To: LLCF who wrote (428)1/17/1999 4:51:00 PM
From: scaram(o)uche  Read Replies (1) of 1073
 
David:

Certainly not puffery. They've been working on PEG forever. They used to champion the induction of tolerance and avoidance of immune responses using PEGylation, based on the work of a guy who IMO was only telling part of the story. I therefore didn't like them.

However, they have worked the half-life issue consistently and it appears to be validated by work with epo variants by AMGN.

That's about all the help I can be. What else are they doing? Not certain that they fit this thread at a price:book of 22, but.... what the heck.

Thanks.

Rick
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