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Biotech / Medical : Biotransplant(BTRN) -- Ignore unavailable to you. Want to Upgrade?

To: Harold Engstrom who wrote (842)	2/22/2001 12:39:40 PM
From: scaram(o)uche	Read Replies (2) \| Respond to of 1475

>> How are you reading the tea leaves? << First, I couldn't listen to the BIO CEO presentation, and, for some reason, it's not archived. Tea leaves..... I don't like the Eligix deal. The particles are easy to use and efficient, but it's just an incremental improvement toward cell purity IMO. I wouldn't have diluted for such, but I like Lebowitz and I'll watch and learn. The spinout of xeno gives BTRN a slightly better deal for the program, and combines -- one roof -- patents related to hyperacute rejection with those relating to tolerance and PERV. Funding is sufficient, just. It's definite upside. Near-term revenue potential has always rested on the shoulders of MEDI. One can't gauge accurately how little respect I have for their "vision", but they're finally moving. Psoriasis gung ho. RA trial begins Q3? I don't know. Tea leaves look good for those who want leverage in the area of whole organ replacement. That's a very long-term bet. Tea leaves look good for those who want tremendous leverage in the area of autoimmunity. I expected this program to move faster. Just very disappointed with MEDI's progress.