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


To: scaram(o)uche who wrote (1883)4/1/2003 10:45:51 AM
From: nigel bates  Read Replies (2) | Respond to of 2243
 
ignored and/or out of favor

Have you looked at XNVA recently ?

IF tariquidar isn't dead (and we'll find out in May/June), then $30m isn't a demanding cap.
Any views on that ?

Having been badly stung by the suspension of the clinical trial enrollment, I'm looking again.
Downside 50%, upside 3 or 4 times, I would guess.



To: scaram(o)uche who wrote (1883)4/2/2003 9:09:11 AM
From: dalroi  Read Replies (1) | Respond to of 2243
 
Rick

amev ? they're optimalizing most of medis pipeline

which is a blessing and a curse (medi)

cheers

Stefaan



To: scaram(o)uche who wrote (1883)7/31/2003 10:56:19 AM
From: Ward Knutson  Read Replies (1) | Respond to of 2243
 
<<Apr 1, 2003 10:39 AM - MOGN @ $13

MOGN is a "run" stock, and it's had way too much of a run (congratulations!) for my comfort.......>>

I like when you are uncomfortable...it makes me feel good!

FWIW, the new CEO and President (I know you were saddened to see Chuck retire) - Lonnie Moulder - is a perfect fit to execute on MGI's type of business model. He is industry savvy and an excellent communicator of the direction MGI is heading. I hope Fred Hassan does not call Lonnie...

This is now a business story not an R&D story so I know it does not really fit your style i.e. they have products they actually sell :-)

Thanks for the incredible amount and quality of research and insight you provide here Rick!