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

To: Don Miller who wrote (8236)	9/16/2000 12:10:29 PM
From: scaram(o)uche	Read Replies (4) \| Respond to of 9719

Don: We'd need to review what else they are doing, because, while Genentech is traditionally strong at marketing, a market cap of $1.8 billion is kinda a chunk. Another wrinkle that I hadn't considered.... a group of SI biofreaks visited a company (private) yesterday. They believe that their technology will be COMPLEMENTARY to anti-IgE. There may be scads of groups out there that are looking for ways to help TNOX, "you scratch my back (and nose) types". I don't follow them, so I can't comment further about anti-IgE. I can only say that the phase III results didn't impress me much. Old-timers will remember that the first phase II trial actually failed to meet endpoints and that a second phase II trial had to be designed/conducted. But..... OTOH..... I am extremely interested in the anti-CD40. Thanks, very much, for providing that link. I've been going NUTS, trying to remember which company it was that had advanced an anti-CD40 into the clinic. I'll head off to look more closely at the S-1. Rick