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Biotech / Medical : T/FIF, a New Plateau -- Ignore unavailable to you. Want to Upgrade?

To: scaram(o)uche who wrote (613)	8/22/2001 11:11:42 PM
From: scaram(o)uche	Respond to of 2243

Tuck was asking once about EPMN. Still haven't had time to look but this impressive-sounding manuscript will be out soon, in a premium forum............ Structural features of peptide analogs of human histocompatibility leukocyte antigen class I epitopes that are more potent and immunogenic than wild-type peptide S. Tangri, G.Y. Ishioka, X. Huang, J. Sidney, S. Southwood, J. Fikes, and A. Sette J. Exp. Med. 2001 194 (6)

To: scaram(o)uche who wrote (613)	8/24/2001 7:32:02 PM
From: Doc Bones	Read Replies (1) \| Respond to of 2243

Biospace.com e-mail today references this ONXX Report from SCO: biospace.com Onyx Pharmaceuticals Research Report We are initiating coverage of ONXX with a BUY rating. Our aggressive rating at this time is prompted by the stock's recent weakness after the announcement of a restructuring of the Company's corporate partnership with Pfizer. The most important part of the new agreement is that, going forward, ONXX will take over full responsibility for developing ONYX-015 for the treatment of local tumors-the Company will in turn retain all revenue from sales of the product for such indications. Pfizer will be responsible for performing and funding all clinical development work of intravenous applications of ONYX-015. Importantly, should Pfizer achieve regulatory approval for an IV application the agreement reverts to its original terms in which the two companies would co-promote the product, with each sharing profits equally. We believe the market has fundamentally misinterpreted the partnership restructuring; indeed, we feel the new deal is a highly favorable development for ONXX for the following reasons: While it will require increased initial investment, we believe the new agreement will ultimately facilitate the Company's evolution into a fully integrated specialty oncology company, largely independent of big pharma. 2) We believe ONYX-015 has the greatest chance of success in the treatment of local-regional disease, the applications for which ONXX now has full rights. Adenovirus is not a blood-borne virus and its clearance from blood is very effective. Like many other viruses, adenovirus is rapidly cleared by the liver. Additionally, most patients produce neutralizing antibodies to adenovirus. These factors could clearly limit ONYX-015's ability to reach metastatic tissue when administered intravenously and represent significant obstacles to developing the agent as systemic therapy. We therefore view systemic use of ONYX-015 as a call option on the stock rather than the primary investment thesis ---- Full Report (with graphics): smallcapsonline.com

To: scaram(o)uche who wrote (613)	8/28/2001 11:22:14 AM
From: scaram(o)uche	Read Replies (1) \| Respond to of 2243

Portfolio "2000" revised, removing ONXX. Cash balance of 6K, if anyone has any current ideas (I'll go look at BLUE hell). siliconinvestor.com Currently up 332.7%. Take photo if so inclined. edit: I said that I was going to revise the original post for this thread, inserting.......... For those new to the thread..... sales proceeds are added to cash and then reinvested later. The actual value of the portfolio is "current value" (as shown) plus cash ($). The "total cost" as shown reflects profits plus the original basis (100K). The "% gain/loss" is a figure that is irrelevant and misleading, once there have been sales from the original portfolio. I can't. I guess that one can only do that for moderated threads??