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

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To: scaram(o)uche who wrote (1152)12/19/1999 3:26:00 PM
From: Mike McFarlandRead Replies (1) of 4974
 
Of the stocks I own, Valentis has the best
pipeline--although if you're looking for
pipeline-rich, non-platform companies VLTS
may carry the stigma of being in "gene therapy".

If we saw a general market correction, I do
have a few things outside nth tier on my shopping
list which should fit your criteria for non-platform/
pipeline rich--I think so anyway.

Gilead--if it bottoms out?
some useless chit chat on that:
Message 12327263

And what do you think of this shopping list:
OSIP VRTX BCHE IMNX GILD CEPH MLNM CVTX
--these were suggested to me, along with Gilead,
by Shmori over on the Ariad thread awhile back.
"Shmori" has generally stood up well to frequent
assaults by the Ariad bulls...I respect his opinion.

As you know, my technique has been to badger the
biogurus with my frequent shopping lists, and then
place trades for sexy nth tier stocks <g>.

From what I have read on the threads, if I were to
fund a real live taxable account with money out
of my bank account, I'd buy a little OSIP, VRTX and
CEPH right now, and look to buy a second third on
a market correction. To me, IMNX and MLNM are ahead
of themselves, and if the big funds are selling
Gilead, it is too soon for that idea.
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