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

To: zeta1961 who wrote (15200)	1/11/2005 10:10:27 PM
From: A.J. Mullen	Read Replies (2) \| Respond to of 52153

Telik, Cell Genesis, and Excelisis. I'm typing this from the JP Morgan conference, and I doin't know when they'll throw me out! I met Elisabeth and MArc today. Elisabeth was surpised that I guesses her identity, but she was asking the most straight-forward questions and refusing to be fobbed off. Telik, I too was impressed by the presentation, but less impressed in the breakout. The CEO seemed bombastic and domineering. I don't need to like the CEO, but I wouldn't want to work with him. Maybe that's true for others too. Maybe he was just having a tough day. Cell Genesis, GVAX prostate cancer vaccine in phase 111. They also have it in a trial with MDX010. Also in a bunch of trials for Leukemia, Myeloma. I liked what I heard. Excelixis is thinking big. They say they aim to be one of biotec's big 5. Current cap is $621M! There aim is 2 INDs/year. LAst year they made 3. They have 8 compounds in clinical trials. They claim this is possible through their combination of high-thoughput screening AND high throughput structure analysis, as well as hiring very good people for every department. I'm going to be thrown out. Ashley