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

To: tommysdad who wrote (1959)	7/25/1999 1:10:00 AM
From: Don Dorsey	Read Replies (1) \| Respond to of 2135

I'm a little more optimistic about ENMD's outlook. Companies make billions by treating but not curing disease. Look at how Herceptin has propelled Genentech's revenues, and made it one of the recent hot stocks to own. Herceptin is just a promising treatment, for a only small percentage of patients having a specific type of cancer. AS/ES doesn't have to be a cure for ENMD to reap billions in revenue. You may be right about an initial reaction to good news (especially since I think the first trial is only meant to test toxicity), but I just don't see enough speculative froth on the long side to be concerned.