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 : Biotech Valuation -- Ignore unavailable to you. Want to Upgrade?

To: Biomaven who wrote (6071)	4/3/2002 1:33:22 AM
From: mistermj	Respond to of 52153

Biomaven Thanks for your reply. After watching the Roche ,Igen debacle of late I respectfully disagree with your following comment. SECOND THEORY: One or more Big Pharma oncology companies has reason to expect that EntreMed's products will succeed and eventually replace cytotoxic chemotherapy. This threatens a multi-billion dollar yearly market. Biotech companies use access to the capital markets to fund their trials, and advance their products. If spending $250,000,000 on a strategic shorting program can delay patient access to EntreMed's non-toxic therapeutics by 6 months or more, then it is MONEY WELL SPENT. They have a responsibility to their shareholders, after all. What's a few tens of thousands of lives compared to that? "All my general legal and biotech knowledge tells me that the above theory is laughable". As for the stability of ES....that hasn't been an issue for some time now.Scalability and yield has also been on a steady track of improvement. One last note:check out slide 78....she is the FIRST to get ES in an optimal dosing and delivery schedule.Its now been 1 1/2 years on ES....she describes it as cancer without disease.A 50% regression by ASCO seems likely.Its been a very slow ,but steady regression. mbl.katewood.com One patient doesn't make a study.....but when its the first patient......? p.s. there are others,here and abroad.