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Strategies & Market Trends : Biotechnology Cancer Cures -- Ignore unavailable to you. Want to Upgrade?

To: Dr. Bob who wrote (65)	6/13/1999 6:50:00 PM
From: Mike McFarland	Read Replies (2) \| Respond to of 226

EntreMed -- the trouble with biotechs and cancer drugs moneycentral.msn.com There's no doubt where Kavety's favor lies. He rates Sugen (SUGN) an outright "buy." That's not a bad article, especially for newbies to this thread. For what it's worth, I think the consensus of the biotech guys here on SI is that, in the anti angiogenesis area, Sugen is the best buy now, and Celgene is right in there with Thalidomide. I have seen OXGN mentioned a couple of times, but not neccessarily favorably, I forget. I suppose my two plays in angiogenesis inhibitors would be Valentis for an Endostatin angle, go here Message 9163342 and Magainin for phase II trials for Squalamine, which are suppose to start within a couple weeks, from what I took off of vcall. If anybody wants to fill out the list, by all means do so. TIME magazine did a report on 5/18/98 about Cancer, and the hype with Entremed and Endostatin. They had a list of biotechs working on angiogenesis inhibitors, it included OXGN and SUGN, but left out my MAGN. I hope we see the Magainin and Valentis threads light up one of these days, but I guess if I had to pick something for the more immediate future, I'd go with Sugen. Getting good press seems to be more important than anything, and with Sugen, if the biotech gurus are any guide, you get cutting edge science with good management--an important combination. Everybody is welcome to flesh my post out if they want too, and above all, criticize anything you want-- for instance, the more interesting program at VLTS might be the VEGF/angiogenesis (newbies note, that this is not anti-angio, it is part of the cardio program, not the cancer program). I only have a very basic sense of these things, so for goshsake, speak up people--my worst fear is all the biotech gurus here on SI will shift to PM mode;-) That will leave just me here, the blind leading the blind, and we do not want that.