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

To: quidditch who wrote (10340)	2/8/2004 1:44:58 PM
From: scaram(o)uche	Read Replies (1) \| Respond to of 52153

>> do you think that trial protocols are designed, in some cases, to prolong the clinical exercise (i.e., delay killing off the compound and preserve funding) << Been in biotech since the beginning, and have been very active as an employee and/or investor ever since. The answer to your question is a resounding YES, and we still haven't ridded ourselves of the bait and switch guys. Over the years, the sector has accumulated some of the least honest individuals on the planet. (butting in, yes, I know that (1) you asked Peter, and (2) everyone already knows my opinion) :-) edit: of course, the sector has also attracted those who are most dedicated to a revolution in medicine, many of whom are also ethical.

To: quidditch who wrote (10340)	2/8/2004 8:30:29 PM
From: A.J. Mullen	Read Replies (2) \| Respond to of 52153

Incyte Press Release: 1.67 -1.77 log10 copies/ml is equivalent to a 50-60 fold reduction. Does that mean much in the case of HIV? I would think not. Surely it will impose a selection process on a notoriously variable and adaptable virus? The survivors will be able to reproduce as effectively as before and hence they will come to dominate, the overall growth rate of the virus will soon resume and te patient will get little respite. But, I'm no immunologist. I've been unwinding a position in Incyte over the last week or two. I had been waiting patiently for some announcement of some progress. Patience became more difficult as the price improved - apparently without reason. Maybe this press release will allow me to exit completely, but knowing Peter is holding on to his position gives me mixed feelings. Ashley