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


To: tuck who wrote (625)8/26/2001 4:41:01 PM
From: Miljenko Zuanic  Read Replies (1) | Respond to of 2243
 
Tuck,
<< I can understand why you wouldn't want to make it easy for us to follow your trades.>>

First, it is few trades annually. This year is few more because of the market condition and I want to increase my return, if I am to reach my target.
Second, it is not to protect my investment by *hype or brash*, as I see fit.
Third, I am still investor and trader on as need bases. I wish that I do not have to trade at all. I will have more time for DD and sound investment, without DD investment is blind.

<< Interesting, however, that this issue never showed up in the SI OXGN thread, though you apparently came across it in late May.>>

Issue on blood infection can still be just RUMOR, or unnecessary concern? Do not know? In OXGN CA4P trials protocol there was no special restriction, and we do not know what are BMS protocols. I didn’t found any connection between cambretastatin (derivative included) action mode and effects (severe events) from infection conditions. CA4P has short t1/2 and liver is site of the drug metabolism. How infection condition can potentate thrombo-cardio CA4P events is ??? Derivatives are searched as antiparasitic drug.

Maybe this note from abstract does point to something?:
ncbi.nlm.nih.gov
<< This shows that the action of CA-4-P includes mechanisms other than those involving red cell viscosity, intravascular coagulation, and neutrophil adhesion.>>

So, spreading rumor from yahoo (without facts) to SI is not in the spirit of the SI purpose. As you said, sharing information is one thing and rare on other board, but rumors… On the other hand maybe you are correct that this info should be passed by me at that time, for the trading not investment.

BMS is doing trails very seriously, which does rise my anxiety level. They will learn something, and if necessary CA4P modification will be done in time. The problem is OXGN management and way how they handle investors.

<< It simply points out that most of us can't do as deep DD as you.>>

Wrong! Anyone can do it. It is mater of time and dedication for truth.
For instance ONXX (Bayer) raf inhibitor. Search the net and all available source and do not stop until you have satisfied answers. Based on that invest or trade, whatever.

Miljenko