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

To: JHP who wrote (9135)	1/30/2002 2:26:26 AM
From: SnowShredder	Respond to of 9719

Hi John, fwiw...I'm long ENMD because I think that the CI endostatin trial is promising. I'm not too familiar with their other products though. I actually just bought some leaps today...(just in case anything comes out @ Keystone, AACR, or ASCO). ragingbull.lycos.com ragingbull.lycos.com Message 16884425 If you take the Motley Fools evaluation of IMCL scenario Message 16978170 Or if you take into account how much BMY paid for 20% of IMCL & 40% of profits... Message 16378674 As on 1/28/2002, ENMD current market cap is 129.5 million, while IMCL is 1.3 billion. So if they can get enough $$$ to get it to market(assuming that ES works), then there is some decent upside...bwdik? (I'm a snowboarder & it's winter, so dreaming of ridin in the powder...waiting for Winter X-games might cloud my judgement >gg<) I'm open to any comments/concerns etc., as if I'm wrong I wanna be able to walk away with my behind still properly attached : ) Best of Luck, SS