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

To: Biomaven who wrote (1132)	5/24/2000 7:07:00 PM
From: IRWIN JAMES FRANKEL	Read Replies (1) \| Respond to of 52153

Peter - IGEN Did it just become irresistable at 12? I have been watching it and others since you mentioned it to me. I have researched it pretty carefully. I have one friend who operates a testing business and is very astute and I expect to be with him this weekend. I plan on talking to him about IGEN. But it does not look like it's sales are accelerating and it did not respond well to the Roche turnover of customers. So why buy now? Don't get me wrong. It is a very interesting stock but the market - despite the turn today - looks spotty. ij

To: Biomaven who wrote (1132)	5/29/2000 4:01:00 PM
From: tuck	Read Replies (1) \| Respond to of 52153

Peter, Hoping you folks get MedScape. If not you can register for free. "Because of this finding, the vast literature on chemotherapy response rates for advanced breast cancer is more or less obsolete . . ." This comment by Dr. Harold Bluestein may be one example of why we didn't get a boost from ASCO. To find out why he said that, go to medscape.com I'd be curious to hear y'all's take on this. Does this mean a whole bunch of clinical trials involving advanced breast cancer are essentially invalid? That companies will have to redisgn and redo trials in this area? Or am I reading too much into it? Cheers, Tuck

To: Biomaven who wrote (1132)	5/5/2001 12:01:31 PM
From: smh	Read Replies (3) \| Respond to of 52153

<< So in this negative overall environment, ASCO ended up being viewed as a selling op. (My recollection is that's what happened last year as well). What this means is that moderate news is not going to drive the biotechs higher right now. >> Peter, hopefully this year will be much different. I sense strong, yet suppressed, enthusiasm for the sector. No doubt much depends on whether the NAZ rally continues. What are your thoughts this year? Would anyone care to suggest a list of potential big movers? SMH