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Biotech / Medical : T/FIF Portfolio -- Ignore unavailable to you. Want to Upgrade?


To: seminole who wrote (142)10/21/1998 8:37:00 PM
From: scaram(o)uche  Read Replies (4) | Respond to of 1073
 
Richard:

Thanks! I think that our resident and most vociferous "doubter" is Miljenko. Has Blitzer pointed anyone to preclinical toxicology data?

I'm still interested. As you know, however, I don't buy Blitzer's Europe versus U.S. argument. There are ways to structure worldwide agreements to achieve the same end. The thought was floated (not by you) in the MOGN thread that the Europe deal would be sealed by the time phase II trials were initiated. Didn't happen.

Blitzer will either be very successful or look sillier than the average bear.

MOGN's the star of the portfolio. We'll keep it.

Cheers! Rick