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Politics : Ask Michael Burke

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To: Joan Osland Graffius who wrote (90023)	3/3/2001 7:05:51 PM
From: Spekulatius	Read Replies (2) of 132070

<< Do you have some favorites that are "cheap" >> I do like the biotechs right now, because they have been beaten up,but yet their fundamentals are brighter then ever,IMHO: In the genomics field, I like INCY and LEXG. Both have ample cash and are technology leaders. I also start to like the antibody mouse companies ABGX and MEDX at current prices but don't own them yet. In the small cap area, I do like TELK (one of Rick Harmon picks), because of the tremendous leverage and their proprietary drug development technology. I also sold almost half of my DRMD position and all of my VASO and PRCS stock but hope to get back in at lower prices.

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