HGSI Message Board - Msg: 16470568

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Biotech / Medical : HGSI

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To: 249443 who started this subject	10/8/2001 11:21:25 AM
From: 249443	of 56

Lissa Morgenthaler (10/8/01): IDPH 10/08/01 10:48 AM ET This is schizoid behavior but I just bought a little Idec Pharmaceuticals (IDPH). Their partner Genentech reports September quarter results this Wednesday and we'll finally know whether their drug Rituxan had softer sales in the quarter or not. Since late August, I've been thinking that sales growth might be slowing. But when I asked CEO Bill Rastetter a few weeks ago about sales in the wake of the WTC attack, he said they'd seen no diminution. long IDPH, definitely schizoid Lissa Morgenthaler HGSI and IDPH 10/08/01 10:35 AM ET Just bought back a few of the Human Genome Sciences (HGSI) shares I let go last week. Still a little underwater on the shares I bought the week of September 17th but this too will pass. It didn't thrill the crowd last week when HGSI cancelled at the JPMorgan conference, but now that the UBS conference is starting, there's gonna be a whale of a lot of focus on healthcare this week. By the bye, a sell-side reader sent me a write-up by Morgan Stanley speculating on the next additions to the S&P500. By their reckoning, Idec Pharmaceuticals (IDPH) is a heavy favorite to join the ranks. long HGSI

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