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

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To: Vector1 who wrote (6720)	5/31/1999 11:10:00 AM
From: Harold Engstrom	Read Replies (1) of 9719

Think TKTX is worth a whirl, too. There is a lot of beef under the bun there. Either they take a huge chunk out of Amgen's EPO market or they get bought by Amgen or another competitor... Biogen's Antova is actually in multiple Phase II trials (as opposed to multiple phase I trials). I think the 2 lupus trials have already been started and think that the kidney transplantation trial has probably begun as well. I also think VLA4 (small molecule for Asthma, RA and other inflammatory indications) has considerable upside - is currently is Phase II with Merck running the trials. The other things in the pipeline are a congestive heart failure treatment and something for CF - but the former is a few years off and the later doesn't seem very promising. But, how do you value a big biotech co. like Biogen? (Peter?)

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