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

To: Allan Harris who wrote (10369)	12/10/1999 10:43:00 AM
From: Kirk ©	Read Replies (2) \| Respond to of 15132

re: On Buffett: Time and again we see how falling in love with a guru turns more into a religion rather than "investing" and facts become meaningless. Buffett should be buying Intel now...

To: Allan Harris who wrote (10369)	12/10/1999 1:18:00 PM
From: marc ultra	Respond to of 15132

OT:Allan re<<<<Marc, take a look at GZMO, doing similar work with deep pockets parent/partner(GENZ);>>>> I am aware of GZMO and the drug you are probably thinking of is aaATIII(antiangiogenic antithombin 3 or as GENZ likes to call it "tripleAT". Yes this is another drug that comes from Folkman's lab that he thinks may be equivalent to angiostatin or endostatin. He liked the idea of GENZ using their transgenic goats to produce the drug in their milk. However it should be noted that ENMD has stated in the past that they think it is covered by an ENMD patent taken out previously. ENMD has the right to first refusal on any angiogenesis drug from Folkman's lab and apparently one reason they were willing to pass was that they felt they already had it under former patents. Regardless of what happens in that respect the fact is that Endostatin is now in human trials and would have a several year advantage over aaAT if efficacy is shown. Also ENMD is expected to file an IND for angiostin before the end of Dec as is required by their agrement with Children's Hospital Boston where Folkman is. Bottom line GZMO might be a good company also and many people hold both Marc