Silicon Investor (SI) -- The First Internet Community

STOCKTALK

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 : Biotech Valuation -- Ignore unavailable to you. Want to Upgrade?

To: Elmer who wrote (8429)	5/20/2003 12:28:45 PM
From: scaram(o)uche	Read Replies (2) \| Respond to of 52153

>> Are there any factors to consider on the portability of efficacy << I got so depressed about the lack of progress in the field, that I'm about two years behind. We used to focus on the VEGF versus bFGF versus "need both?" type of question. I guess the first thing to do is to get a clear picture of how VEGF production sorts out among cancer types? That sort of info must be available from DNA or REGN? Given that "out of touch with the latest stuff" perspective..... no, I don't see any portability issues. And, with $8 billion added to the capitalization yesterday, nobody came up with a compelling argument against that rationale. For highly metastatic tumors, you'd need very early and aggressive anti-VEGF therapy? REGN may be able to revitalize the angiopoeitin program now? They may now profit from more than just the focus on the VEGF trap, given a renewed focus on vascular modeling. Disclosure.... don't own it. We'll see the ASCO data soon!