Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Biotech / Medical : Essential Therapeutics (ETRX) formerly Microcide (MCDE -- Ignore unavailable to you. Want to Upgrade?

To: LLCF who wrote (219)	11/11/1999 9:24:00 AM
From: scaram(o)uche	Read Replies (1) \| Respond to of 415

Dave: PDL has a "pathogenesis factors" collaborative projects with Stanford investigators. Might be a bit of oooooomph in their business plan. Biowa likes CBST, and I like their style if not breadth of pipe. Antibiotics are largely the realm of pharmas, and it's tough to break through. Got a link for the article? Thanks. Rick

To: LLCF who wrote (219)	11/11/1999 10:42:00 AM
From: scaram(o)uche	Respond to of 415

OK, having read the article (lots of interesting stuff, some glaring mistakes), I'd say that you're barking up the wrong tree. For new disease associations with bacteria, it would likely expand the market for existing drugs -- sort of like ulcers and metronidazole, etc. However, lots of the rationale in the article involved viruses, and here I'd recommend a glance at Cantab (CNTBY). BTW.... this concept..... that infectious agents cause a variety of disease where there have not been classical assn's..... is a favorite realm of old-time misc.invest.stocks contributor, Dr. Jerry McLaughlin.