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Re: meixatech post# 1635

Tuesday, 10/24/2006 1:28:25 PM

Tuesday, October 24, 2006 1:28:25 PM

Post# of 48484
Meixatech, Cancer vaccines, antisense, gene therapy - these ultra high risk areas have scorched investors for years, so there's a lot of skepticism. I once followed the cancer sector, but with history seemingly against the vaccine companies, I avoided them.

Within cancer, I figured that MABs were a good general area - at least there's been a long history of success with naked MABs. Armed MABs was very cool science that seemed promising, but it hasn't really panned out yet (MABs armed with toxins or radioactive materials). Then there are the various improved taxane programs, the "kindler/gentler" anthracyclines, etc. Some of these may yet be successful. I finally gave up on the cancer sector however, except for some low risk plays like MGI (palliative treatment of chemo side effects, whoopee).

Dew is the gunslinger to ask. The only advice I'd give is to diversify.
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