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

To: Harold Engstrom who wrote (5746)	10/9/1998 11:38:00 AM
From: Kushi Kullar	Read Replies (1) \| Respond to of 9719

Not directly related to your question, but is Vical on your radar and if so would you pull the trigger at current prices (around 8)? Thanks...

To: Harold Engstrom who wrote (5746)	10/11/1998 12:40:00 AM
From: scaram(o)uche	Read Replies (1) \| Respond to of 9719

Harold: >> My reasoning was that BCHE is on the verge of Hep B approval in the US and China and the company is already profitable from sales of its 1st product. << John Metcalf likes this sucker too. Maybe he'll comment. Well-managed to date, I'd keep an eye on what's coming next. Anybody taken a close look at the 10-K and willing to summarize the appearance of preclinical? They spun out research, of course. They also did a deal with a subsidiary of IMGN, which doesn't leave me warm and fuzzy. >> My Idec reasoning follows from the company's current profitability and its promising pipeline. << Apart from anti-CD40 ligand, I don't know that I'd call the pipe promising. However, I haven't taken a look at the topoisomerase inhibitor lately. If, for some reason, the second anti-CD4 catches some magic epitope, then there's no need to anti-CD40 ligand?? I think that PB and V1 try to monitor share price relative to rituxan expectations?? Rick Rick