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Biotech / Medical : T/FIF, a New Plateau -- Ignore unavailable to you. Want to Upgrade?

To: scaram(o)uche who wrote (1163)	5/4/2002 8:35:10 PM
From: Miljenko Zuanic	Respond to of 2243

<<OTOH, receptor constructs have beaten MAbs to the punch thus far, and it's too early to call.>. If action is to neutralize secreted proteins relative to inactivate receptor, yes. But if the only choice is to deactivate receptor, than not. Why we do not have altered ligan (or secreted protein construct) as receptor antagonist? So, it depends on available approach. I think that chance for anti-CD4 is too small to excite investors. I may be wrong. <<But, to me, the game is in target identification, and that's where the partner aspect is important. >> This is the main reason that I changed relative MEDX-ABGX valuation model, in ABGX favor. Miljenko

To: scaram(o)uche who wrote (1163)	5/5/2002 11:35:00 AM
From: scaram(o)uche	Read Replies (1) \| Respond to of 2243

I hate maintaining the portfolios. But I'd best get to "2000" before it's absurd. No new photo is required, but here it is without recent adjustments........ siliconinvestor.com last pause, where all I had to do was add VPHM shares, spending up to 18.4K "on VPHM (rounding down to nearest 100 share block) at $3.97."........ Message 17328983 Up 348% as shown, don't know if it will be better or worse after I make the pending changes. Welcome back, Tuck! Got together with tommysdad for beer while you were out gallivanting with rocks and snakes. Wilder...... you were "near" to making a recommendation for the portfolio. Any update? Ralf, Tuck...... given Wilder's devil's advocate stuff, I made a personal leap at OGSI. Scalped one third and the remainder is up about 30%. Not that one can sell it, given the heavy volume (not!), but thanks!

To: scaram(o)uche who wrote (1163)	5/5/2002 2:36:41 PM
From: nigel bates	Read Replies (1) \| Respond to of 2243

f I were going to go with a technology, I'd go with CAT....I give the partner "nod" to ABGX Might not the HGSI/CAT deal prove to be a pretty decent one as well, even if not quite on the scale of CRGN/ABGX ? (I bought some CRGN last week). On the 'technology' front, it seems to have been quite a while since the mAb companies started boasting about getting from target to IND in 12 months, but there haven't been all that many new mAbs announced. Given that the first mAbs resulting from the deals in 1999/2000 are just now beginning to hit the clinic, and bearing in mind the huge number of new targets have been talked about, the next six months or so should be very instructive. btw, put together a 'timeline' for MEDX which might be useful for reference. Message 17418846 nig