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

To: PK who wrote (820)	5/6/1998 8:32:00 PM
From: Brian Malloy	Respond to of 2135

PK, You just not getting it. This stock is heading down. It will not close higher tomorrow than it did today. It will close lower. It is important to note that unlike with other stocks that have shot up and fallen rapidly people are not running around this thread saying that the company is a joke or that the product doesn't exit or impuning the company in any way. Over and over people are trying to explain that due to the NYT or for whatever reason, ENMD get way ahead of itself. Angiostatin and endostatin clearly have great potential and everyone will be happy if they do prove to be the cure for or major new drugs in the cancer fight. It is just that it is too early to say. It is also unfortunate that the people hurt most by this whole affair are probably the small investors new to the game. On the heels of Viagra they went running after the headlines like Lemmings to the sea. If you are holding at a high price you would be well advised to cut your loses now and buy back in at a lower price if you so desire. The time for denial ended yesterday. IMHO, Brian

To: PK who wrote (820)	5/6/1998 11:16:00 PM
From: Zhaohui Chen	Read Replies (3) \| Respond to of 2135

Intrinsic disadvantage of those two protein-based drugs, if indeed proven effective for solid tumors in human, is their requirement of tumor-site specific delivery. In other word, those drugs need special guidance vehicle to carry them to the targets, which has been very very difficult to do even with advanced science and technology. It is easy for scientist to inject the drugs into tumors in mice directly, but it will be very difficult to apply the drugs to humans the same way. I believe that these two drugs has quite few years away before they can make money for their fans; When they do, their potentials are quite limited due to lack of site-specific delivery vehicles. At 30ish, ENMD is still over priced.