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

To: nwtechman who wrote (200)	3/12/1998 2:58:00 PM
From: LJM	Respond to of 656

If they get FDA Approval and get the drug on the market 4th Q, which is a lot of ifs.....we could see 100. One other positive, was the very upbeat interview with the CEO yesterday on CNBC. He could barely contain his excitement about the indications and seemed quite confident regarding 4 Q delivery, pending FDA approval. Even Mark Haines and Jim Kramer were impressed with the CEO's remarks, especially when he discussed the expanded patient population of 2 million prospects for rheumatoid arthritis. They were both extremely bummed when they lost the satellite connection at the end of the interview. At that point, they were discussing the positive indications from a new asthma drug they have in the pipeline, too. I am afraid to even think about how good this looks; I may jinx it. Hoping for FDA approval -- ASAP -- and a big climb up. I would like to hear some other opinions from others who hold the stock. LJM

To: nwtechman who wrote (200)	3/12/1998 8:33:00 PM
From: targetedmoab	Read Replies (1) \| Respond to of 656

Stock could be easily over 100 in 12 months, especially if Ebrel is a success and profits start rolling in. Flt-3 ligand has shown promise but is a few years away. The immunology looks to be impressive with IMNX. Flt-3. GM-CSF, and CD-40 ligand may have anti tumor activity. GM and CD 40 may block a receptor site on cells that allow HIV to infect them. If this works sales will increase in GM. IL-4 can be a block buster if it shows signs of working in asthma. It may have uses in infectious disease also. Some real off shots that are early stages like TRAIL show promise. I think if sales continue to grow in current line....profits start in 98 with Enbrel and continued news on pipeline drugs you can see an equivilant of 200 by 2000. The only thing to stop it is a take over.