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

To: Arthur Radley who wrote (1360)	7/11/2002 5:16:58 PM
From: Arthur Radley	Read Replies (1) \| Respond to of 1475

MEDI got their FDA letter about Flumist and considering all, I guess it was a positive in that additional trials will not be required. However, with us already in July, it appears that they will not make the flu season this year. This is based on the fact that MEDI hasn't given out any details as to what additional info is needed. As the one analyst mentioned in a previous post, any negative for MEDI and Flumist could be a positive for BTRN in that this might nudge MEDI to putting 507 on the top tier of attention....so any comments on the MEDI news today as it relates to this issue? Also, when I spoke with the CEO last week, he mentioned that MEDI had submitted the paperwork for the new indication for RA and that the go ahead should occur in July. But then he made a interesting side comment. He said that it would be up to MEDI to release any information on the start of the new trial. Can anyone think of any reason that a company would not release this info. Wouldn't this be considered key information for shareholder knowledge on material events? Still keeping the faith, but might need to be rebaptisted soooon!

To: Arthur Radley who wrote (1360)	10/24/2002 12:53:57 PM
From: aknahow	Read Replies (1) \| Respond to of 1475

You now have your answer. Dr. Gottlieb was right! To:TexasDude who wrote (1357) From: TexasDude Tuesday, Jul 9, 2002 4:24 PM View Replies (1) \| Respond to of 1398 First read Dr. Gottlieb's talk at the recent New Orleans AAD conference: healthtalk.com Now read what this doctor/analyst has to say: "Biotransplant (BTRN) (see archives) BTRN has tanked because of cash problems and a recent stock analyst dinner conference featuring Dr. Alice Gottlieb who panned Medi-507 (an antibody in trials for psoriasis). I think she was shooting from the hip and is likely to be wrong. The big upside is a deal with Medimmune, which gives BTRN a very generous stake in Medi-507. This antibody attacks the same target as Amevive, which recently got an overwhelming FDA panel vote. The 507 Phase II psoriasis trials should be reported by Sept and my bet is that the drug will look better than both Amevive and Xanelim. Immunex’s Enbrel is also looking good in psoriasis but production problems will plague them for at least another year. If Medimmune has a problem with Flumist approval this year (I think they will) then Medi 507 will be their main focus and this can only be good for BTRN. BTRN is also using the same antibody to fight GVH (graft vs. host) reactions in transplantation and will start a Phase II trial later this year. The problem is money-they raised $9.7 million at $2.50/ share in a recent financing-- mostly from prior investors (at least you like to see continued confidence by your investor base). However, this will last through 2nd quarter next year—so the Phase II results for Medi-507 better look good—I think they will." Question is! Is Gottlieb being honest or just promoting her drug...for Immunex. Who is right?