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

To: aknahow who wrote (3532)	4/22/2001 9:55:38 PM
From: scaram(o)uche	Read Replies (1) \| Respond to of 52153

George: Again, no sweat. My uninformed opinion, LFA-3tip versus anti-CD11a?...... If both make it through, they may very well be synergistic. You know more about the head-to-head than I do. I'm waiting for long-term retreatment data from phase III trials to make a call on which, if either, will make it through. That is, after everyone else in the world is capable of making a call, I'll make mine. Nice, huh? I worry about immunogenicity, about a "Centocor" (anti-anti-TNF) popping up. I worry about such for anti-CD2 as well. Why are you dismissing Enbrel? I expected it to be much less effective, but the psoriatic arthritis data looks good for resolution of the psoriasis component? Will Biogen have a "cost of goods" advantage? That's not a loaded question. I haven't a clue. Rick