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Biotech / Medical : EntreMed (ENMD) -- Ignore unavailable to you. Want to Upgrade?

To: Bottom_Dweller who wrote (588)	5/4/1998 9:06:00 PM
From: LTK007	Respond to of 2135

Kyle,you are short the stock and I have no position in the stock,so maybe we can get some level of objectivity here--and this is a question I ask you,are you sure that as ENMD has the patent on angiostatin and has the patent pending on endostatin--and that the unparalelled cure in mice was dependent on the dual action of BOTH these substances that ENMD are in fact in a dominant position. The results of the mice studies were truly exceptional,it annihilated the cancers in 98-99% of the mice,by annihilated I mean it wiped it out.And the indications are it is systemic,as Folkman says,it doesn't just get rid of the tree it also destroys the whole root systems.In what I am reading regards BLSI I see no comparison--BLSI is ,as I understand claiming only tumor reductions--I do not pretend to know BLSI actual claims,but what I have read,does not compare to ENMD.I will avoid the shark cartilage aspect of this,as I need to study that more.Also the news tonight says that ENMD has two more drugs in the pipeline.max90

To: Bottom_Dweller who wrote (588)	5/4/1998 11:09:00 PM
From: Tummus1	Read Replies (1) \| Respond to of 2135

BD "The actual technical merit, however, could be compared to needing all the pieces to a puzzle, whereas we previously may have had 3% of the pieces to the "cure for cancer puzzle" we now have 5%." How exactly did you arrive at these numbers? TW

To: Bottom_Dweller who wrote (588)	5/5/1998 3:51:00 AM
From: StockDoc	Read Replies (1) \| Respond to of 2135

Bottom Dweller, this stock is not for you, short or long. StockDoc P.S. for Dweller (others please skip, it's boring basics): FACTS sometime need interpretation, and yours might not be entirely appropriate. All biotech (and pharma, in general) is loosing money until they make money. All businesses that invest loose money. Dah. As did Amgen, Genentech, etc. Good research is expensive, and ENMD is actually running pretty lean. An average drug needs 300 M to 500 M investment to make it to the market. Take, e.g., omeprazole. It was expensive, but brought in the money spent in a few months and pumping in > 3 B per year since. Viagra will make up all the costs very quickly. Yes, ENMD may need more money or help do develop and launch the drug. In fact, I can't see how they could go much further with the resources they have without a secondary, unless (!) Big Brother steps in. And that's the cheapest and best solution. Guess what. They'll get help, from your tax dollars too, like it or not (see NCI deal, voluntary government involvement, use of Harvard - and probably some NIH grant moneys, even if indirectly, etc.). Now, that's a smart move, isn't it? ENMD's CEO is a smart cookie. He, unlike most crooks in the biotech business, does not overpromise and underperform. He'll not be sued, in case the story does not pan out. As of the competitors, big and small, biotech, old cancer drugs, tamoxifen, taxol, etc. See other posts on this thread. They don't have anything close to the performance of AS/ES, at least in animals. If ENMD prevails, it could mean bankruptcy for the small companies, and a elimination of product lines or entire division for the bigs. This translates to complete market penetration. Some brokerages are good, some are not. Like movies, wine, cheese and cars. I lost some money by investing into something I did not entirely comprehend (software stuff), based on brokerage recommendation. Never do it again. I started investing in this one 2 years ago, against the advice of one of my brokers, and in accord with my judgement entirely based on scientific information. Here we are.