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

To: Spekulatius who wrote (46)	6/1/2001 7:15:42 PM
From: scaram(o)uche	Read Replies (1) \| Respond to of 897

Shorted it at $47, January 1992. One of only three times I can remember having been short. Began to crash the very next day, when FDA came out and indicated that there would be no special lube given for HIV vaccines. Timing relative to that declaration was pure luck. There's also lots of IMNR-related chatter (and prognostications) in the later stages of the Agouron thread.

To: Spekulatius who wrote (46)	7/6/2001 1:31:33 PM
From: tuck	Respond to of 897

The IMNR fleecing cycle has run yet again. It never quite got above $5 recently, so I didn't reenter. Too bad: >> SCREAMERS Immune Response loses key partner Nixing of HIV drug collaboration cuts market value in half By Jenny Spitz, CBS.MarketWatch.com Last Update: 12:54 PM ET July 6, 2001 CARLSBAD, Calif. (CBS.MW) -- Investors dumped shares of biopharmaceutical firm Immune Response Corp. on Friday on news that its partner in developing an HIV treatment has decided to walk away from the project. Immune Response said Agouron Pharmaceuticals decided to end its collaboration on the Remune investigational HIV treatment, which is designed to help control HIV patients' infection and slow their progression to AIDS. No reason or timeline was given for the move, according to Immune Response of Carlsbad, Calif. Immune Response said it would regain full rights to the treatment, adding that Agouron, a unit of Pfizer, is cooperating to "effect an orderly transition of Agouron's development responsibilities to the company." Shares of Immune Response (IMNR: news, msgs, alerts) fell $2.47, or 54 percent, to $2.12 in midday trading.<< snip I am starting to look at EXAS as short. It is approaching BLUE H and has recently run up toward its IPO price. They are still a ways from market. Their idea of diagnosing colorectal cancer by using multiple genetic markers in fecal samples does show superior sensitivity and specificity over any single marker approach. They claim that diagnosis via measurement of genetic material in blood serum is not good enough. It's harder, but my survey of the literature shows that folks are working on it and getting similar results for the same single markers in blood as from stool samples. And folks doing that are starting to use most of the markers EXAS is using (k-ras & p53 mutations, APC), though I haven't searched for anyone looking for BAT26 markers in the blood. Don't know if it's possible. So my take is that the "bloodhounds" are close on EXAS' heels, but I'm no expert. I'll be posting some abstracts and links on the BLUE HP thread soon. Hopefully someone more expert than myself will deign to comment. Cheers, Tuck