SI
SI
discoversearch

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


To: rkrw who wrote (1897)4/2/2003 3:44:12 PM
From: scaram(o)uche  Read Replies (1) | Respond to of 2243
 
I once interviewed for V.P. R&D, back when they were Ixsys. They didn't hire me. I ought to sell the shares that we do have.

:-)

Thanks for the descriptions, all! Adding 1K shares to "2000" at current ask of 2.85.



To: rkrw who wrote (1897)4/2/2003 4:10:17 PM
From: dalroi  Respond to of 2243
 
RKRW,

I think i saw that answer somewhere before :-)

Thanks for saving me

Stefaan



To: rkrw who wrote (1897)4/2/2003 7:39:02 PM
From: scaram(o)uche  Read Replies (1) | Respond to of 2243
 
>> Will a medimmune pull through and have 3 amev derived compounds in the clinic this year? <<

Putting my "507" bias aside, I'd still bet "no". Anti-angiogenesis isn't as hot as when the project was conceived. For cancer, that's a given. It's not that it won't contribute to static disease some day, but that it's a long, hard road. For RA, the incredible success using anti-TNF and advances in small molecule programs makes it high risk, IMO.

And I also feel that FluMist changed their entire perspective...... opportunism at it's best, and it will probably breed more.

But I still don't see any dents in the numax rationale.



To: rkrw who wrote (1897)5/27/2003 3:41:25 PM
From: scaram(o)uche  Respond to of 2243
 
That last bunch of suggestions for portfolio additions? Seems to me that they've done rather well, as a group. Back when SQNM, AMEV and others were nominated.

Thanks, all!

The portfolios are doing GREAT, but they're also under performing relative to a biotech dart board. Bad positioning for this rally.

Rick