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Biotech / Medical : Biotech & Pharma.T.A, -- Ignore unavailable to you. Want to Upgrade?

To: Galirayo who wrote (678)	1/22/2005 11:36:57 AM
From: scaram(o)uche	Read Replies (1) \| Respond to of 3722

Ray: The CTIC guy is Erik (Iceberg). I don't believe that he'd even blink at the mention of 15, but it's going to need context. It got some yesterday in a pump from Hambrecht?? We couldn't find verification, to my knowledge, but...... >> WR Hambrecht believes that CTIC could double or more in the next 2-3 months << Message 20970336 note: I hold some shares but sold 70% of a trading position on Thursday. :-( Of course, that does mean that I had 30% of a trading position left for yesterday's rally. :-) >> What's new with with this one? << They are trying to collect human data from a pivotal trial of "Xyotax". The idea is to make a toxic cancer therapy more patient-friendly, by coupling it to a clumsy molecule that doesn't get out of normal blood vessels but which is still permeable to "new" vessels that feed cancers. The trial is running longer than historical standards of care would point to, if the trial were not successful. Shorts and naysayers point to potential heterogeneity in trial participants, which is a no-no. But the kicker? "Pixantrone", a molecule in the pipe. I don't like companies like OSIP, where exposure is not cushioned by a pipe. I therefore tend to avoid such companies, suffering miserably on occasion for my love of safety. :-) :-( Pixantrone provides downside cushion here, which means that we have a rocket if both molecules pass muster. This is my primary investment technique.... find a biotech where scepticism is focused on a near-term event, where such scepticism is not, perhaps, justified, and where there's something exciting coming up from the pipe which can put a hurt on anybody who is short or late to the party. notes!!!: 1. the CEO is a total dweeb. 2. ya gotta talk to Iceberg... anything I say is surface stuff, derived from his brain and others. 3. the selective permeability concept is one that I formed years ago, and I know of no data to support it. Cheers! Rick