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

To: Biomaven who wrote (7760)	3/20/2000 11:51:00 AM
From: biowa	Read Replies (1) \| Respond to of 9719

Peter, The very large recent increase in the MOGN sales force may possibly be a signal that something's up. Don't know if it's more co-promotion deals or something MGI-114 related. I would hope that they aren't beefing up the salesforce for a candidate in small PII trials. whether it's going to be a niche product or a blockbuster I agree with this completely. biowa (disclosure: not long, not short)

To: Biomaven who wrote (7760)	3/20/2000 3:47:00 PM
From: RWReeves	Respond to of 9719

MOGN- Peter thanks for the post. I agree with the facts but perhaps I am more skeptical of the interpretation. As to others who posted, suggest we take it over to the MOGN thread if you'd like to discuss rather than clog VD's thread. Sorry for the flip nature of my earlier post, I'm certainly up for a serious analysis of the data available, but I found MOGN's press release and ensuing discussion somewhat "overly optimistic". RWR