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

To: Miljenko Zuanic who wrote (8801)	6/6/2001 1:23:14 PM
From: Vector1	Respond to of 9719

Miljenko, you certainly made the right call several months ago. I held on and whached as the value of my investment shrunk. Fortunately I bought more in the teens. I believe T has legs and will ultimately be a $300m cancer drug used as part of various combo therapies. It strikes me that T will be most effective early on in metastatic cancer and that it will have limited use in salvage therapy other than MM. That is just a guess given that we dont really understand the mechanism of action. However, to the extent that anti-angio plays a role earlier is better. I think we will learn more about the T derivatives at the analyst day tomorrow. V1