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

To: lrb who wrote (7824)	4/3/2000 12:31:00 AM
From: Pseudo Biologist	Read Replies (1) \| Respond to of 9719

lrb, your post brought this back to my attention. Looks most interesting, $400M cap, <$120M cash, fairly low burn. Product (niche) in the market; said product in trials for indications that may get it (way) out of the niche. Interesting, if somewhat token, pre-clinical programs. A number of years ago I listened to a presentation by Howard Jaffee, who ran the Actimmune program at Genentech, and it sounded pretty good. Jaffee went on to run the clinical department at Gilead, not sure where he is now. Perhaps this, Actimmune, was not DNA/GNE-good, but certainly ITMN-$400M-good. As I said elsewhere, it took a while for alpha and beta interferons to find their relatively big market applications; if gamma is next, this may be a good way to play it. Here are some relevant links for material published in the New England Journal: Clinical study: nejm.org Editorial: nejm.org Critical commentary (which may have helped the stock to come down) followed by a reply from the authors of the study above: nejm.org Thanks for pointing this out; "good stuff." And still trying to find Rick's socks ... PB

To: lrb who wrote (7824)	4/6/2000 2:32:00 PM
From: scaram(o)uche	Respond to of 9719

lrb: Sorry for not getting back to you sooner. My old system for keeping track of posts is blown out of water, now that I was forced to make the "old" to "new" transition at SI. I see that PB largely addressed your question. I can add that the CEO is an old friend of mine, and that I believe him to be a straight shooter. Very capable guy, too.... one of the first Regulatory/Clinical guys to get a biotech product approved (a team effort, of course.... don't want to imply otherwise), at Univax Biologics. Cheers! Rick