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

To: Biomaven who wrote (25903)	2/19/2008 12:00:24 PM
From: Biotech Jim	Respond to of 52153

Peter- Yes, the nomenclature is complex, perhaps to limit new entrants to the field... Both CCR2 and CXCR2 as distinct receptors may play roles in MS and of course in other inflammatory disorders. The remyelination effects of the latter system are unparalleled in my view. As you probably know, I follow many of the iNCY programs closely, and I think their CCR2 effort is solid. NOt their most valuable program though, IMO. I do like the Chemocentryx efforts and of course they have what appears to be a solid collaboration with GSK. I look forward to their IBD results, which in earlier studies looked promising. Very solid on the biology, but hard to say on the chemistry, unless one has a look at their preclinical tox data! Replying from a damp California coast, while attending a conference... BJ

To: Biomaven who wrote (25903)	2/19/2008 1:39:38 PM
From: scaram(o)uche	Respond to of 52153

ChemoCentryx..... hmmmm, have to search the S-1 for "Amgen". Thanks. They were a Tularik collaborator, so Goeddel et al. liked them.

To: Biomaven who wrote (25903)	2/19/2008 1:49:02 PM
From: scaram(o)uche	Read Replies (2) \| Respond to of 52153

No relevant mention of Amgen, apart from mention of the ex-Tularik employees that they've picked off. I know Schall from DNAX. Should be a focus on good science. I thought that innovative companies weren't allowed to go public these days??