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

To: Mr. Miller who wrote (1422)	11/13/1998 10:58:00 AM
From: Biomaven	Respond to of 2135

The NYT "confirming" is a laugh. I think you are confusing two issues. The first (and more important) is whether the Folkman work is real or not. The second is whether other people like the NCI and Genentech have been able to reproduce it yet. This second issue is what the NYT "confirmation" related to, and on this I'm prepared to believe them. The first issue is still very much open, although the Olsen statement definitely lends some credence to Folkman. Peter

To: Mr. Miller who wrote (1422)	11/13/1998 12:12:00 PM
From: scaram(o)uche	Read Replies (2) \| Respond to of 2135

Mr. Miller: I agree, to a degree, with your point. However, (1) ENMD is not publicity-shy, and a response to the press from those at NCI and GNE who are practiced in the art of angio assays is appropriate, and (2) any attempt to force your dogma on the thread should be backed by a breadth of knowledge. Any ENMD investor should be aware of competitive efforts, their rationale, and the market caps that are assigned to the competitors. That is, any ENMD investor should be aware of efforts at RGEN among other companies (SCIO, OSIP, SUGN, REGN, GNE, and others). So, please tell us about the efforts at RGEN and why we should choose ENMD as the place to stick our angio bucks. Please also tell us about production methodology for the ENMD molecules and what eventual margins might be for any products derived from such. Are you looking at your investment through Folkman-colored glasses? Please tell us why this "look what landed on my petri" style of drug discovery is so attractive to you, when we have decades on guidance from molecules like bFGF, VEGF, thalidomide and suramin to guide rationale programs. Thanks. Rick