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Biotech / Medical : Biotech Short Candidates -- Ignore unavailable to you. Want to Upgrade?

To: tuck who wrote (561)	6/19/2003 12:33:03 PM
From: keokalani'nui	Read Replies (1) \| Respond to of 897

I never liked either one, but it is interesting you should mention them now. I've been digging into medx, and it has led me back to each. NWB is worth keeping a long term eye on at this valuation--it must have some sort of residual interest in the psma antigen and/or Mab medx has taken over. It would be very, very interesting to find out if it gained any rights in the mlnm cross license. Not sure I will have time to figure this out. medx itself is a load to look closely at. SGEN has taken its anti-cd30 chimeric antibody into the clinic (as has medx with its human Mab); and the target is so well validated, they may actually get some results...not that it will be the best Mab for the job. Plus, it's conjugation technology might pan out someday. So, I don't like it but I wouldn't short it. But you know what, I haven't been right on a short yet...I think I suggested amgen about a year ago. And there was idbe.