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Biotech / Medical : momo-T/FIF -- Ignore unavailable to you. Want to Upgrade?

To: scaram(o)uche who wrote (589)	7/7/2004 9:54:51 AM
From: mopgcw	Read Replies (3) \| Respond to of 12215

just something to take off with, something that Siegall and Fell felt they could run with that's my guess as I don't know the exact history, my read is sgn-15 (or 30) is a BMS spinout. It does seem they pushed it along for quite a while over the past couple years, but recently seem to have made some progress with the ADC and ADEPT technologies that could have an impact. If it does, then it could be interesting, otherwise they go to 0. Appreciate your insights. take care. ps. arql is getting interestingly priced -- or maybe someone is reading the tea leaves on the open label work? george

To: scaram(o)uche who wrote (589)	7/22/2004 12:05:45 AM
From: mopgcw	Read Replies (1) \| Respond to of 12215

update: SGEN signed deal w/ Albany Molecular and Celera for ADC stuff. Not sure how much money to be made out of these deals yet, but they keep plugging away. Not big science leverage, but interesting enough to keep poking around perhaps. W/ $2.35 in cash, the current quote trend continues to get more and more worthwhile to poke around.. More on the big science front, started poking around CYTK, with the recent downtick gets a lot more interesting as well..got a few irons in the fire and one collaborated w/ GSK. Take care. George ps. i do use margin, and it can be quite powerful to use at certain times and used appropriately.