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

To: Oak Tree who wrote (394)	8/2/2000 9:36:12 AM
From: Elmer	Read Replies (3) \| Respond to of 810

Hi Oak, It's ONXX that I think will run some more. What is key is that these guys may have a "platform" technology that is effective against a broad range of cancers. The high efficacy in Phase II trials tells me that either the trial was an outlyer or, if not, they have a very high probability of success in Phase III. But success in Phase III is only part of the appeal. They are looking at an intravenous application (currently they inject the virus directly into the tumor). If the IV works, it becomes the treatment for many forms of cancer (i.e., a platform). While there are many "ifs" in the analysis, the stock is currently priced almost completely ignoring this possibility. That is why I think it will continue to move up. Finally, if you check the Yahoo board, you will see the shorts are posting at a record rate. It reminds me of the Avanex board after George Gilder featured it in his newsletter. Avanex continued to go up and I think this will too. I'm obviously long the stock.