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Biotech / Medical : EntreMed (ENMD) -- Ignore unavailable to you. Want to Upgrade?

To: LLCF who wrote (1935)	6/8/1999 9:40:00 AM
From: Biomaven	Read Replies (2) \| Respond to of 2135

David, The angio/endostatin combo certainly seems to work better in mice than any of the other existing anti-angiogenesis drugs out there. The big question of course is whether they will work in humans (my guess is they have a good chance) and whether they will be practical drugs. I have no idea at all on the second question, and I think this makes ENMD a crap shoot. I really have no idea whether the price a few years from now is going to be $2.50 or $250. From an investment perspective, the question is whether you want to play what I call "ENMD roulette." You patiently hold the stock, waiting to sell the next time they have some exciting news and the stock pops. The risk here is that on no news the stock may drift down over time, and there is of course always the risk of bad news on the drug development front. My investment bets in this area are currently placed on CELG (to whom ENMD licensed its Thalidomide use-patents for anti-angiogenesis), with a smaller stake in SUGN. Peter