T/FIF, a New Plateau Message Board

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Biotech / Medical : T/FIF, a New Plateau

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To: scaram(o)uche who wrote (399)	3/20/2001 3:38:50 PM
From: Mark Bong	of 2243

Rick, I thought that it might be a good time to trade a few of my BLSI for TELK. It's almost a one for one swap here. Although Altropane looks good, management issues at BLSI are still a concern even though Hilson has just bought 77k. TELK looks like a good long-term investment with better appreciation potential. In addition, I like their business plan. Sell the targets that they don't want, license the ones they do want to ASIA only for additional revenue, and use well regarded medical/research institutions to help them with new drug discovery. TRAP meets my criteria of faster, better cheaper. In addition, TELK’s two main molecules for cancer, especially TLK286, look very promising. Insulin receptor to manage type I/II diabetes also looks interesting. Any other ideas for swapping? It looks like a good time to do this. You can build up some tax losses while diversifying risk and adding promising opportunities. There can be a financial benefit for doing this! Miss that warm California sunshine! Take care. Mark

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