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Biotech / Medical : Biotechnology Value Fund, L.P.

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To: scaram(o)uche who wrote (973)	10/2/1999 10:21:00 PM
From: RWReeves	of 4974

Hmmm... long responses from Dr. Harmon are oft dangerous, so maybe it was a Good Thing. OT > Used to have the same problem with the WEBX stuff. Finally just went to a clean dedicated box for the internet with occasional batch cleaning of intruders. Been pretty lucky, few crummy word macro viruses is all so far and a heck of a lot less crashes. End OT. CORR, kinda a bimodal pipeline. You must love Integrillin first, then all else is forgiven. They seem to have a few good prospects in anti-platelet factors and I think a sleeper in signal transduction for congestive heart failure. Most of it is pre-clinical and Phase I/II. I notice their Help Wanted shows they are still heavily into screening new drug candidates as well. I like their ability (plus admittedly a lot of luck) to get Integrillin to market, and I like Vaughn Killian (ex-Marion Labs guy)since he seems to know how to survive in the cardio world where so many have bit it. CLTR could learn a few things (sorry, sorry, I promised not to talk about CLTR anymore). So I think they have a few more actual products in the pipe that will come to market. They just did a SPO to pay for marketing Integrillin, probably what dropped the stock price recently. Previously rumored to be a target of Chiron, but they could fit neatly into a couple of pharmas. SNAP, yes, agree that is their likely destiny. They'll have to pry SNAP out of my cold, dead fingers, or at least offer a reasonable premium and they can have it... RWR

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