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

To: Icebrg who wrote (10861)	3/5/2004 10:02:39 AM
From: Biomaven	Respond to of 52153

Thanks, Erik for posting that. Pretty consonant with my own views. I also listened to the TELK presentation, although the audio-only was a little tough to follow missing the slides. (Wish companies would just put a PDF of their slides on their own website). I have high hopes for Telcyta, and added to my TELK position fairly recently. Peter

To: Icebrg who wrote (10861)	3/5/2004 10:40:25 AM
From: fred hayes	Respond to of 52153

Thank you Erik's friend (and Erik). eom

To: Icebrg who wrote (10861)	3/5/2004 10:54:57 AM
From: keokalani'nui	Respond to of 52153

Thanks Ice and to your friend who knows s/he's welcome here. I'd be glad to sponsor membership.

To: Icebrg who wrote (10861)	3/5/2004 8:35:29 PM
From: Miljenko Zuanic	Respond to of 52153

Erik, "Also listened to the Celgene and Millennium presentations. Millennium is being very tight lipped about their lung cancer "signals". I presume this is intended to allow the investigators to present something new at ASCO. They really didn't stress any part of their pipeline, but rather concentrated on expansion of Velcade and Integrilin use." Luck of any data from "Velcade NSCLC PII signals" is troubling me a lot. I am now concerned about prostate and ovarian data. ASCO excuse does not work! I am significantly less optimistic about Velcade for solid tumors, and this is ongoing for +2 months. Still own MLNM, but am looking for reason(s) to dump my holding. Miljenko