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Biotech / Medical
T/FIF, a New Plateau
An SI Board Since February 2000
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Emcee:  scaram(o)uche Type:  Unmoderated
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1168<i>f I were going to go with a technology, I'd go with CAT....I give tnigel bates-5/5/2002
1167I went through the remainder of the posts. It looks like these are the changes scaram(o)uche-5/5/2002
1166OK, VPHM purchase shown, take photo if desired....... siliconinvestor.com I hascaram(o)uche-5/5/2002
1165I hate maintaining the portfolios. But I'd best get to "2000" befscaram(o)uche-5/5/2002
1164<<OTOH, receptor constructs have beaten MAbs to the punch thus far, and itMiljenko Zuanic-5/4/2002
1163A single antibody could be a $50 billion product, given 10 years of patent/markescaram(o)uche-5/4/2002
1162<<ABGX...Tempting>> ..and MEDX is ABGX's low cost version. LowerSpekulatius-5/4/2002
1161ABGX...Tempting. I am not big fun of the antibody comps, but ABGX is compellingMiljenko Zuanic-5/3/2002
1160thanks, MZ and Nigel, for the pointers/thoughts. always wanted to own it, alwayscaram(o)uche-5/3/2002
1159A little more ABGX info - Message 17413538nigel bates-5/3/2002
1158Wow. I hadn't realized how far back ABGX has come..... lost 86% from bubblscaram(o)uche-5/3/2002
1157Current sector *sentiments* are too *good* too be blind. Temporary moving more Miljenko Zuanic-5/2/2002
1156so, I'll make it pure for you, and allocate the 0.3X cash........ in the coscaram(o)uche-5/2/2002
115536 months, OGSI...... <i>The side effect profile was consistent with thatscaram(o)uche-5/2/2002
1154>> You lost me, as "double counting" is usually a "bad thinscaram(o)uche-5/1/2002
1153>> ...double counting ... Yes. Projects have no value if they can't bemichael_f_murphy-5/1/2002
1152>> Are you double counting the value of cash: once in the various program&scaram(o)uche-5/1/2002
1151<< valuation - quick questions>> Are you double counting the value omichael_f_murphy-5/1/2002
1150>> I've posted a "valuation" challenge on the thread at Yahoscaram(o)uche-5/1/2002
1149no blindside in the VPHM report this morning. however, I'm worried..... 1.scaram(o)uche-5/1/2002
1148just a note.... overcame Blitzer nausea and purchased a very small position toscaram(o)uche-4/30/2002
1147I bet at least 50% of the population is anything but nuts for this stuff. Not tkeokalani'nui-4/29/2002
1146>> Normally, the 60 test people, all healthy males, between the ages of 22scaram(o)uche-4/29/2002
1145>> Normally, the 60 test people, all healthy males, between the ages of 22scaram(o)uche-4/29/2002
1144My bad. Cabergolin and Befar aren't related. That is to say, they are two JMarcus-4/28/2002
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