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Biotech / Medical : Pharmacyclics (PCYC)

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To: John Metcalf who wrote (1)8/2/1996 4:11:00 AM
From: Doug Meetmer   of 717
 
Hello John,

Thank you for the warm welcome. I am a bit new to the concept of using
websites to discuss companies and stocks, but I find it
stimulating. I have been investing for about four years, and fortunately
my returns have improved with experience. I find I am often able to
identify attractive companies but it is still difficult to time the
purchases appropriately. I like PCYC at this time because it
is an attractive company and is selling at a discount.

You seem to know quite a bit about this company and other competitors.
I must admit I only yesterday ordered the investor packets for QLTIF,
PDTI, and LGND. I know a few oncologists and have put in queries
to see what the feeling is about the various products out there.
I have a feeling that approach may not work, since the photodynamic therapy
products are still in trials, but you never know what you can find out.

I believe I have seen your name perhaps on other threads, but can't seem
to remember where. Can you remind me? I would be interested in
hearing your thoughts on any other interesting equity issues.

Regards,
Doug
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