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

To: scaram(o)uche who wrote (6319)	1/17/1999 12:46:00 PM
From: Robert K.	Read Replies (1) \| Respond to of 9719

Great, great posting there Rick. You can provide more info in one post than many good posters in 10. :-) Your 1st question>"Anti-CD11a...... there are two issues. The first, and I've asked this before without getting an answer....... what is the royalty interest in anti-CD11a going forward? " Answer-I dont know they wont disclose, but gne does have a option to take them out at a premium, OR they can continue together also for undisclosed amounts. At this juncture p3 looks probable on hu1124 with expansion possible. Antifungal-there is certainly a need for a safe,potent,fungiCIDAL. Being host derived IMO ups their chances considerably. I really think this product alone has big potential. Think safe and CIDAL. If meningio does fail, yes it could get ugly but on the other hand with the other stuff in the pipe line trauma p3(currently an 580 of 1650 patients), IMO it would provide opportunity, especially since meningo is a after the fact approach, and trauma is a more pre-emptive approach. And surgery is a pre-approach. Regarding the humanization technology, I cannot say how promising it really is if and until deals start to happen. Thanks for your honest answers. RK