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Biotech / Medical : Crucell N.V. (CRXL) -- Ignore unavailable to you. Want to Upgrade?

To: keokalani'nui who wrote (78)	10/16/2002 10:02:07 AM
From: nigel bates	Read Replies (1) \| Respond to of 560

Returning a few thoughts... MAB licensing: is this owing more to market conditions than problems with their candidates ? Bear in mind also that recent results from across the sector have demonstrated that putting a MAB into the clinic is very far from a guarantee of success. PERC6 - I see this as having a very good chance of producing a solid income stream, and probably justifies holding the stock on its own. Even if Merck turns out to be a bust. Vaccines could easily be a near term pleasant surprise anyway given the Govt. dollars available. As a licensed production platform, it's not going to make them a 10-bagger, but it should pay the bills. DCV - sorry, can't help you there. If I get anything I'll let you know. 'IDDH' - the last 12 months really have turned you into a pessimist. <g> I agree this is a serious issue, but it's too early IMO to make a judgement. Will be watching the next couple of quarters closely. nig