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Biotech / Medical : Biotransplant(BTRN) -- Ignore unavailable to you. Want to Upgrade?


To: LLCF who wrote (375)8/25/1999 11:13:00 AM
From: scaram(o)uche  Read Replies (2) | Respond to of 1475
 
Dave:

Current market cap is $58M.

This is pretty much the initial reaction that I expected. Investors don't know about MEDI and 507 or about stuff like the PERV patent, Novartis, yada yada. They're sitting and saying "it's only one patient".

This is an approach to treating virtually every hematologic malignancy. That alone is of interest. There are many references that teach that graft-versus-malignancy can be separated from graft-versus-host (or "organ"). Let's pray that experiments continue to point in that direction, not for BTRN the stock (although I'd love that part too), but for everyone who faces a blood-borne cancer.

So..... don't know what to say..... the company is worth better than $20/share, but we know that research premiums have been tough to come by without sponsorship. I predict that interest in the use of allogeneic cells will solidly expand for the treatment of leukemias, myelomas and lymphomas. If that is correct, we'll go past 20 like it was a Burma Shave sign.

Rick



To: LLCF who wrote (375)8/25/1999 7:06:00 PM
From: D.Lu  Read Replies (1) | Respond to of 1475
 
More PR. National Public Radio this afternoon featured an interview of several minutes with Dr. Tom Spitzer of Bosten General's Transplant Center. Basically the interview rehashed the prominent points of yesterday's news release. Couldn't find this on NPR's web-site, but maybe it is still too early.