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Biotech / Medical : Biotech Lock-Up Expiration Hell Portfolio -- Ignore unavailable to you. Want to Upgrade?

To: tuck who wrote (362)8/23/2001 1:11:13 PM
From: tuck  Read Replies (1) | Respond to of 1005
 
BLUE HP is going to dump a couple of plodding winners in search of hotter stuff. GNVC and DPII both go, for 3.01 and 5.46, respectively.

Cheers, Tuck



To: tuck who wrote (362)8/23/2001 1:12:12 PM
From: scaram(o)uche  Respond to of 1005
 
I'd like to remind that Genitope has a mammalian-derived vaccine project that appears to be directly competitive.

For patient-specific stuff, I see no advantage to plants.

Nonetheless, I feel that the company is undervalued, that the idiotype vaccine is a small portion of potential.

I do not currently hold a position. Considering one, but there are so many opportunities that it's difficult to choose one that I follow only peripherally.


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