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Biotech / Medical : Cambridge Antibody Technology Group -- Ignore unavailable to you. Want to Upgrade?

To: keokalani'nui who wrote (248)	3/27/2002 12:26:45 PM
From: JFitnich	Respond to of 625

No snickering here. Appreciate your thoughts. I've been looking (and looking and looking) at CATG for awhile and came to the same conclusions regarding D2E7 and resulting valuation. Like the pipe, but it's early as you've said. Patent issues don't help. I own no CATG. I've passed on buying so far but I do keep looking :) I'm also currently eyeing PDLI (neutral) and adding more ABGX. All my valueless opinions. Jason

To: keokalani'nui who wrote (248)	4/18/2002 2:06:41 PM
From: nigel bates	Read Replies (1) \| Respond to of 625

No snickering, but a couple of quibbles. First, why $600m sales for D2E7, rather than the $1bn estimates elsewhere, and why 'practically nothing' for J695 ? There was this in the annual report, which seems to indicate it's not dead. Also being developed in conjunction with Abbott and Genetics Institute, J695, a human anti-IL12 monoclonal antibody that could potentially be used to treat autoimmune diseases including rheumatoid arthritis, Crohn's disease, multiple sclerosis and sepsis, continues to make progress in Phase II clinical trials... FWIW, I think this year should begin to sort the sheep from the goats as far as the Mab stocks are concerned. nig