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

To: Larry Liebman who wrote (335)	12/31/1998 1:13:00 PM
From: scaram(o)uche	Read Replies (2) \| Respond to of 1073

Larry: An analyst friend of mine wishes that ALXN would sell the xeno effort to BTRN. I like ALXN, but.... in any inflammatory disease, while I'd consider neutralization of C' as a prerequisite, I'd also worry that other effector molecules would somewhat disguise the effects of neutralization. In xeno..... I feel that they have a better approach to hyperacute than BTRN, but..... BTRN's collaborator has a decent approach, and I feel that BTRN has a distinct advantage beyond hyperacute (i.e., dealing with the specific anti-graft repsonses that result from sensitization). Don't own them, so have never taken a really close look. The grants that they got are HUGE, and management seems to be proactive. Rick