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Biotech / Medical : ARIAD Pharmaceuticals
ARIA 23.990.0%Feb 17 4:00 PM EST

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To: scott_jiminez who wrote (1183)5/21/2000 5:52:00 AM
From: Mike McFarland  Read Replies (2) of 4474
 
*OT* Neuro <Needless to say be very, very careful of biotechnology companies in this field>

Cephalon, Neurocrine, Neurogen, NPS, Gliatech,
Cortex, NTII, and of course my little cnsi--those
are the ones I try to follow, and I certainly
moniotor the threads and especially what Neuro-
investment has to say--which of those companies
have you personally steered away from??
don't tell
me you are one of the Gliatech bears--I own glia,
npsp, nrgn and cnsi.

Harry Tracy sure seems well-informed (as he is the
only neuro guru I can think of--and even he is always
full of disclaimers). In your opinion is Neuroinvestment
worth the price of the subscription--and you can PM
me on that question (as well as everybody else with
an opinion--I am not interested in starting a pissing
match on which newletters to buy and which to steer
away from--I also tried the sampler of Biotech navigator--
so any PMs with opinions on that one are invited too).

I let my trial in Neuro lapse, but am itching
to start it up again--I suspect Harry is much better
informed than, say, McCamant, Michael Murphy, or
for that matter Von Emster or any of the fund managers,
at least when it comes to neuro.

Finally, have you adjusted your target yet?
Message 13118757
perhaps you meant a $2.0-3.0 dollar stock? I am
less and less willing to dig my heels in on that
one and admit defeat, despite a few big owners in
there at 13% each, I am thinking this one is going
out at a buck and a half to Bayer and I wasted my time--
plus your comment about any one thing doing anything
for a neuro pathway suggests that your DD on at least
one company has turned up a big goose egg.

What do you think of Elan and the Alzheimer vaccines
out there?

Okay that is enough of the questions--I don't know why
I even follow these neuros and gene therapy companies,
they are exceedingly complex and I'll bet I am going
to get further mixed signals now (if you do respond).
In fact, speaking of gene therapy, the only one I
own right now is TGEN--and that is partly because it
is here in Seattle. What is your gene therapy watch
lists--list of symbols?

I noticed nobody has bothered to post to the Neuro
thread yet--too hopelessly complicated a subject?
Subject 33855
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