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


To: Tech Master who wrote (717)5/5/1998 4:54:00 PM
From: Paul Kelly  Read Replies (1) | Respond to of 2135
 
Something to consider.
Anti-angiogenic agents, as a class of drugs, have enormous potential for cancer therapy. ENMD has two of the three natural compounds. The third, made by Boston Life Sciences (BSLI), will be ready for Phase I/II trials in third quarter 98, well ahead of ENMDs entries which will not be produced in sufficient quantities for trials until mid 1999.
Not bad insurance considering: (1)BLSI (at $5/sh) is about 1/9 price and market cap of ENMD (2) BLSI has two products that will go to FDA for NDA this year (including a Parkinsons diagnostic that is very likely to be approved quickly ).
As you all know, the best therapeutic approach entails the combination of endostatin and angiostatin. The best investment approach entails the combination of ENMD and BLSI (inmo).