Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: IRWIN JAMES FRANKEL who wrote (4442)	8/10/2001 1:06:35 PM
From: Biomaven	Read Replies (1) \| Respond to of 52153

Is that close? Yes, but to date as far as I know, TNF modulation has only demonstrated substantial efficacy in RA and Crohns (Remicade). Lots of interest in intervening earlier in the pathway with an oral agent - e.g., the P38 inhibitors (VRTX, SCIO). It's something of a race to see if IMNX can get some more capacity online before some alternative treatments emerge. I own some IMNX, bought when it dipped to around $10. To my mind, being capacity constrained is the best possible explanation for weak results. Peter