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To: Andrew Vance who wrote (13630)5/5/1998 12:13:00 PM
From: Jeffrey S. Mitchell  Respond to of 17305
 
Looks like ENMD has survived all the analyst downgrades and shorting activity and is still hovering around 49. Right now it appears there is a tug of war between longs and shorts. The longer this situation exists, the more trading it will spark, and the more commissions Blair will reap. Actually, I bet a huge part of the volume is day-trading anyway.

It has been my observation that MMs tank stocks to shake things up. No need to shake up a stock with this much action. Once again, I say it's going down, but real real slowly.

- Jeff



To: Andrew Vance who wrote (13630)5/5/1998 1:45:00 PM
From: Trader X  Respond to of 17305
 
re: TCLN vs. ENMD.

From what I learned on at least 3 tv news shows last night, ENMD has a 2 pronged attack of destroying the large cancer growth's blood supply. Since the large growth secretes a chemical that inhibits the growth of secondary cancers in the body, killing just the large growth loses the battle. So ENMD attacks the secondary growths with the same chemical that the large primary cancer growth uses.

Meanwhile, TCLN only concentrates on killing the blood supply of the primary growth:
<<''Techniclone is committed to preparing compounds for preclinical and clinical development in the vascular targeting field. We anticipate that the clinical plans for our tumor vasculature compounds will initially be focused on the treatment of established primary tumors rather than inhibiting the growth of recurrent or secondary tumors.'' >>

So, while TCNL envisions themselves as a niche role player, ENMD wants to do the whole dance. They could end up using TCNL's system to kill the primary tumor, and another system for the secondary tumors.

Tx