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

To: scaram(o)uche who wrote (7637)	2/29/2000 3:21:00 PM
From: Pseudo Biologist	Read Replies (2) \| Respond to of 9719

Endostatin as we all know looks very good in mice. This article starts to give hints of what it may be doing in people, but it is still early. In the current market I am kind of surprised ENMD is not 200 already. DGI; I have not looked again at their technology. I have serious doubts it may do any good for real design, but see Mark Greene's recent paper in Nature Biotechnology on the "herceptin mimetic." Now, for screening DGI may have something. Do you think they are clear of Novalon's IP for the latter? I am sticking with my boring PPDI pick for now, even though it still has a PE. And speaking of boring, good news for CGPI today regarding Periostat in the UK. This almost makes GLIA look expensive; almost. PB