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Biotech / Medical : VD's Model Portfolio & Discussion Thread -- Ignore unavailable to you. Want to Upgrade?

To: Ward Knutson who wrote (7553)	2/5/2000 1:15:00 PM
From: Vector1	Read Replies (1) \| Respond to of 9719

Ward, With all due respect this is getting ridiculous. This is not a board for seeing who has the larger p____. I am delighted that MOGN is having a nice run and pray that MGI 114 shrinks tumors and improves and extends the lives of cancer patients. I look forward to seeing the news that is driving the stock. V1

To: Ward Knutson who wrote (7553)	2/5/2000 9:12:00 PM
From: Miljenko Zuanic	Read Replies (2) \| Respond to of 9719

WK, DC, RDB, Rick and others! <<He knew the drug, you and MJ did not. >> First, I had in mind not to respond on WK provocative posts about Blitzer's BS and/or briliant management of the MOGN. Than, I figure out that true and honest posting, regardless are this important or not, is SI major advantage and shouldn't be jeopardize by anyone. Not here on VD tread. So, in 97 Blitzer said that they are working on 114 EU license partner while keeping US market , some in 98. Do not know for 99. In 97 he blamed summer vocation in EU, something similar in 98,....in 99???,... Rick and I said than that this was BS and that he can't deliver what he promise. WE were CORRECT and NONE will change this. Regards the 114, I took position in early 98 that drug will not reach potential which someone are predicting here at SI or some other PBs. Small therapeutic dose-very small therapeutic window, nonselective distribution across tissue and organs, fast clearing from plasma-metabolite, toxicity,...are among major points which leave me very cautious about drug. As we were correct about Blitzer 2 1/2 years ago, and in case that I am again correct, I will suggest to anyone that he/she review 114 pharmacology/toxicity profile. To those who hold MOGN I am glad that stock did have nice run-up. Miljenko