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Biotech / Medical : VD's Model Portfolio & Discussion Thread -- Ignore unavailable to you. Want to Upgrade?

To: Volsi Mimir who wrote (4796)	5/4/1998 6:04:00 AM
From: Volsi Mimir	Respond to of 9719

about ENMD-Since I brought this up and started looking thru SI for info I found a msg about caution with this stock Stock Swap: Message 4309588 E7

To: Volsi Mimir who wrote (4796)	5/4/1998 12:42:00 PM
From: Andreas Helke	Read Replies (2) \| Respond to of 9719

I wonder why the VD model does not own Entremed shares. Was it considered to be too speculative? Did it fly below the radar screen? Or did the model just not get around to actually buy shares?. In my opinion an investor that like the VD model has big bets on cancer biotechs simply can not afford to not own some Entremed. After all we have the risk that angiogenesis inhibitors make most other cancer treatments obsolete. I started buying a few days after I heard about the Nature paper which described the remarkable success of treating mouse tumors with endostatin.(T. Boehm et. al. - Nature, vol 390, 27. november 1997, pages 404-407) I had hoped that I would have several years for accumulating a decent ENMD position. Now it seems that I have to be content with the fact that my small ENMD position transformed itself into a medium sized one over night. Andreas