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Biotech / Medical : Celgene-CELG -- Ignore unavailable to you. Want to Upgrade?


To: TheWay who wrote (215)12/18/1998 9:21:00 PM
From: Miljenko Zuanic  Read Replies (1) | Respond to of 804
 
CNBC or not, CELG looking better and better every day. :)

Sudden upward trend is hard (at least to me) to explain only by thalidomide story. Are investor caught by surprise and common *knowlege*?

Unless, thalidomide is indeed potent FGFr activity antagonist and broad drug application in cancer therapy is on the way. FGF is the most potent angiogenic factor for several cancer type.

Or, awareness of the SelCIDs molecules and their potential is coming through. IF CELG anti-inflammatory candidate can do what it suppose to do (based on structure coloration with thalidomide, and growing evidence that thalidomide do regulate pro-inflammatory cytokines well, it should) without T side effects (neurotoxicity), than...

...Well, one can combine CNTO and IMNX anti-TNF drug contribution to today their capitalization and multiple this with factor three (difference in drug profit and pts drug acceptance and compliance for small molecules versus mAb). This can be CELG market capitalization from SelCIDs in two-three year.

I am not saying that this will happen. Do not know. But it is worth investors attention and patience.

Miljenko