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Non-Tech : NIFTY NINE IN NINETY NINE PLUS ONE
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To: Scott H. Davis who wrote (515)6/27/1999 4:02:00 PM
From: Mike McFarland  Read Replies (1) of 613
 
The Isip upgrade is noted...understand it is just
a chart thing and thanks for pointing that out.
The Isis/Elan partnership is interesting (TNF-alpha
inhibitor, "Elan has the right to convert the preferred
stock into either an ownership interest in Isis or in
the new subsidiary".

I wonder if this thing will evenually be spun off--like
the Genzyme kids.

You can just drown in TNF related articles and posts,
Rick, Mike Head and Pseudo were rooting around in this
area for awhile. I'm not the sort who is attracted to
imnx, cnto, etc etc...but I'm keepin an eye on the
subject (if only for my kappa-B hope). Celgene has a
TNF thalidomid trial going. If I do move up a tier as
far as risk, size of biotech, celg will probably be the
first thing I look at.

Happy shopping, after Greenspan does his thing we
should have some even better values out there.
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