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.

Pastimes : The Justa & Lars Honors Bob Brinker Investment Club -- Ignore unavailable to you. Want to Upgrade?

To: Mike McFarland who wrote (10262)	12/5/1999 12:39:00 PM
From: marc ultra	Read Replies (1) \| Respond to of 15132

OT Mike, Just to let you know a main reason Celgene has taken off is because of thalidomide off label sales which should continue to increase now that the impressive multiple myeloma results were reported in the New England Journal of Medicine. ENMD had the rights to all cancer uses of thalidomide but instead partnered with CELG and gets a percent of any sales of thalidomide that CELG makes for any purpose. Also I would say that the pre-clinical results on endostatin and angiostatin leave a strong possibility that the endostatin human trials now underway at three centers might blow away what has been seen so far in any angiogenesis inhibitor. It could also be a bust of course but this is a discussion for a different forum Marc

To: Mike McFarland who wrote (10262)	12/5/1999 1:03:00 PM
From: marc ultra	Read Replies (1) \| Respond to of 15132

OT Mike, just noticed that link you posted on ENMD and wanted to make one last comment. BMY did fail miserably in their attempt to make angiostatin. Without rehashing the story I can tell you that ENMD and its contract supplier Covance are using a yeast expression vector Pichia Pastoris and making all the recombinant human Endostatin they need for trials and scale up to large volumes are unlikely to be a problem. Also apparently angiostatin is even easier to make in this system than endostatin. BMY not only failed here but they also passed when offered to partner on thalidomide by ENMD. If you wish to follow what is going on with these the ENMD discussion has primarily moved to Raging Bull due to problems with Yahoo while the ISIP discussion is mostly on Yahoo. SI is dead due to lack of any critical mass of posters on these small biotechs. Anyway I've probably imposed enough off topic stuff here for now. Marc

To: Mike McFarland who wrote (10262)	12/6/1999 9:01:00 AM
From: Wally Mastroly	Respond to of 15132

Mike, Re: Biotech - basket of stocks..& see symbol BBH; This is one of the links Justa made reference to: Message 12159105

To: Mike McFarland who wrote (10262)	12/15/1999 12:17:00 PM
From: Mike McFarland	Respond to of 15132

<There always seem to be setbacks> The quesion I have for you fellas is how low might Isis go short term, and do you fellas think that tax loss selling might be drag for days...weeks? <Isis Says Will Not File for Fda Approval of Crohn's Disease Drug> Sometimes these downdrafts (and I assume Isis is going to get hammered) are surprising short and vicious, sometimes they sort of drag on. I guess all you can do is average in slowly, but glad I waited. ...Just bought a sampler of Isis at $5...I saw a presentation of Isis this past Saturday at an informed investors conference, looks like an interesting company. Owning 1000 shares will help me keep an eye on it. Hope it doesn't slide too much below where it is now, but certainly one just to hold a few shares and keep an eye on. There was another presentation I saw--Ribozyme, that looked very interesting as well. Two to check out if there are biotech enthusiasts on this thread.