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

To: keokalani'nui who wrote (3182)	3/24/2001 12:05:45 AM
From: Biomaven	Respond to of 52153

Thanks, Wilder. So it seems to me like they will have something like a two year lead on OSIP or AZN's IRESSA. In a cancer context, oral dosing may not be that significant anyhow - the comparative efficacy is likely more important. Assuming they don't have any nasty surprises on the manufacturing/regulatory side (I'm still gun-shy from CLTR), it's hard to see that much down-side, while a lot of upside clearly remains. Peter

To: keokalani'nui who wrote (3182)	3/24/2001 12:09:23 AM
From: keokalani'nui	Respond to of 52153

Rick: I almost immediately regretted pushing the publish key. My words: >>In this case, it may be preferable for a huge, spanning Mab to bind to the receptor instead of a highly specific molecule that might only block say egf, instead of tgf and all the other xgf's too.<< You will be kind not to correct me and smart not to waste your time. I don't do well selling other people's words as my own and usually don't. In case you couldn't tell (-g-), I don't know what I'm talking about in this instance. What I do know from very recent experience is that the 1998 Beringer Estate bottled Chardonnay is still a little green and needs a few more months in the bottle. Wilder