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


To: Vector1 who wrote (8970)10/12/2001 9:31:09 PM
From: Harold Engstrom  Respond to of 9719
 
You have been a true believer in Bexxar since before we first met. The data is super. Always has been. What caused you to appreciate the pipeline more recently?

BTW, things are going pretty well around here. Another papoose on the way (a girl this time!)

H



To: Vector1 who wrote (8970)10/24/2001 11:40:14 AM
From: Gary L. Kepler  Read Replies (1) | Respond to of 9719
 
V1, The AFFX and MLNM agreement seems to be significant. The announcement mentions transitioning their research to AFFX platform. Tuck seems to think it may not jeopardize the CALP - MLNM relationship. Two questions:

What is your current view on CALP? (I have a starter position in a basket approach.)

From whom would MLNM be transitioning?

As always, your thoughts are most appreciated.