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 : Biotransplant(BTRN) -- Ignore unavailable to you. Want to Upgrade?

To: Arthur Radley who wrote (1109)	11/12/2001 9:30:29 PM
From: Arthur Radley	Read Replies (1) \| Respond to of 1475

part 8 by: soldier30 11/12/01 09:01 pm Msg: 1299 of 1302 Gambro BCT and BioTransplant to sponsor a Symposium at ASH detailing the HDM cell separation product line. At this symposium we expect Gambro BCT to highlight the strengths of the BCell-SC and TCell-DLI systems both of which are currently on the market in Europe. Importantly, for the first time at a major medical conference, we expect Gambro to detail the HDM product portfolio consists of three lead products: * Eligix's BCell-HDM, a cell separation technology for the treatment of B cell malignancies that differentiates itself from the competition. Eligix's lead product, BCell-HDM, is designed to remove malignant B cells from autologous BMTs to reduce the risk of the cancer relapsing post transplant and to reconstitute the patient's immune system function in a rapid fashion. * Eligix's TCell-HDM, a cell separation system designed to reduce the incidence of GvHD in allogeneic BMT patients. It has been demonstrated that the presence of a specific subset of T cells (CD8+ T cells) in the BMT graft increases the risk of GvHD following a BMT, DLI or a second BMT. The TCell-HDM system uses HDM coated with anti-CD8 antibodies. By specifically removing the CD8+ cells in the BMT and DLI, the TCell-HDM system is designed to reduce the rate of GvHD following allogeneic BMTs and allogeneic DLIs. * Eligix's PanT-HDM, a cell separation system designed to expand the pool of potential donors for allogeneic BMT transplants. The Eligix PanT-HDM product is specifically designed to eliminate all T cells (CD4 and CD8) from the donor's bone marrow while maintaining high levels of stem cells, progenitor cells and other ancillary cells in the graft. We believe the PanT-HDM product's ability to deplete GvHD causing cells from a BMT could broaden the pool of donors, thus vastly increasing the number of patients who qualify for an allogeneic transplant. Near-term events expected to increase visibility for BioTransplant. MedImmune is aggressively pursuing a MEDI-507 Phase II psoriasis program, which it expects to complete during 2001. We expect MEDI-507 to enter Phase III psoriasis trials in 1Q 2002. We also anticipate MedImmune could announce the complete MEDI-507 Phase II psoriasis trial results during 1H 2002. We believe BioTransplant is an under-recognized company with extremely promising technology. We reiterate our BUY rating and $27 price target for BioTransplant. KEY EVENTS EXPECTED OVER THE NEXT 12 MONTHS Initiate Phase I/II AlloMune lymphoma studies 4Q 2001 Initiate pilot AlloMune transplant studies 4Q 2001 Complete enrollment 400-patient MEDI-507 Phase II sub-Q psoriasis trial 4Q 2001 Complete three MEDI-507 Phase II psoriasis trials 4Q 2001 TCell-HDM and Allomune clinical data at ASH December 2001 Gambro/BioTransplant joint Symposium at ASH December 9, 2001 Initiate MEDI-507 Phase I/II psoriatic arthritis trials Early 2002 Initiate MEDI-507 Phase III psoriasis trials Early 2002 MEDI-507 Phase II psoriasis data 1H 2002 Initiate U.S. Phase III TCell-HDM studies 1H 2002 Initiate Allomune Phase II lymphoma studies 2H 2002 Source: Corporate Reports and Punk, Ziegel & Company estimates First Call Corporation, a Thomson Financial company. All rights reserved. 888.558.2500