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

To: Ward Knutson who wrote (7751)	3/19/2000 4:15:00 AM
From: dalroi	Read Replies (1) \| Respond to of 9719

Ward, Thanks for your contribution <<Even if you believe that MGI 114 and its analogs are the real deal I encourage you to look at what else is out there>> I have and continue to. I have failed to find such an intriguing blend of safety, based on merits of existing commercial business and potential dramatic upside coming from two fronts - niche pharma expansion & acyfulvene family (factoring in current valuation, market-cap sub $500 million). I have however some remarks 1/ taxol started out as a nice product for ovarian carcinoma and breastcarcinoma (taxotere) and is now moving into front line 2/ i personaly think we've had it with the cytotoxic drugs and new ways have to be explored - antiangiogenese (ENMD GZMO ASM.L) - antibodies like herceptine DNA - apoptosis enhancers (CLPA?) - radiosensitisers - linked antibodies (ASM.L , AXO, CLL mylotarg) ASM has a fase 3 running 3/ FDA becomes IMO increasingly severe eg no recommendation for LIPO's product but until those come to market a new cytotoxic drug could be usefull and most important 4/ Peter has put his quality sticker on the firm cheers stefaan

To: Ward Knutson who wrote (7751)	3/19/2000 9:09:00 AM
From: biowa	Respond to of 9719

Ward, If it's such a great opportunity, why are you so thin-skinned about it? All V1 is saying is that if you take a look at all the cancer candidates out there, there are alot of options that may or may not be attractive products in 2-5 years. And don't bring that I have failed to find such an intriguing blend of safety, based on merits of existing commercial business and potential dramatic upside coming from two fronts because that tells us you haven't really looked. Sorry if this is unnecessarily gruff, but you're getting rude to one of the brightest, most honest voices in biotech investing. And this after he added MOGN to the thread. biowa

To: Ward Knutson who wrote (7751)	3/19/2000 7:11:00 PM
From: Vector1	Read Replies (1) \| Respond to of 9719

<<It is clear you do not want to discuss MGI Pharma further and that is fine, it is your portfolio thread.>> Thats not true. I am always happy to learn more about MGI 114. I just increased the portfolio position and own the stock personally. I am sorry you took my comments as an attack. My point is that there is incredible opportunity in the sector. I think its a mistake to put too much focus on a single company. In addition I do not yet have the same confidence level you do with regard to the compound. No question MGI 114 kills tumors cells, but unfortunately it also kills healthy cells. I would love to see the preclinical data on the analogs. If they have compounds which kills tumor cells and shrink tumors in animal models with greater specificity then I will get even more excited. I will also get more excited when I see phase II data with greater patient populations that show increased survival in metastatic cancers. V1