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Biotech / Medical : Oncothyreon -- Ignore unavailable to you. Want to Upgrade?

To: RWReeves who wrote (1394)	3/3/2000 11:01:00 AM
From: Pseudo Biologist	Read Replies (2) \| Respond to of 2344

RW, Compared to the immunotherapeutics pipeline at IMMU, BIOM seems pretty fully priced I must have missed news of the two phase III trials for IMMU products. Celltech group? You bet. If IMMU et al. are worth their market caps, CLL is worth 2-3X the current quote. Now, that's a pipeline. Long CLL, no position on BIOM or IMMU; but if you put a gun to my head to choose between the last two, it would be BIOM, eh? PB

To: RWReeves who wrote (1394)	3/3/2000 11:50:00 AM
From: Jibacoa	Read Replies (1) \| Respond to of 2344

<<<Compared to the immunotherapeutics pipeline at IMMU, BIOM seems pretty fully priced.>>> I think BIOM has pretty good products on its pipeline and with very good probability of FDA approval in not too distant future. If you want to compare it with other "biotechs" take a look at some of the ones that have been on the lime light lately like ARIA which has been very "hot" in the past 2 weeks and had a CC yesterday and an interview in TV today. Their products are still on phase I in trials with mice. They won't have a product in the market for at least 5 yrs. One that has a good amount of products on its pipeline and good "partners" including Roche is VLTS. If you are long BIOM and would like to sell it I don't think you would be suggesting others that you think have a "better pipeline". If you want to short BIOM please go ahead and do it. Me, I just will keep buying it on any dips. Have a good day. Bernard