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Biotech / Medical : VD's Model Portfolio & Discussion Thread

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To: Andrew H who wrote (2138)	8/22/1997 4:32:00 PM
From: biowa	of 9719

!Kung, Rman is currently off playing cowboy, followed directly, I believe, by several days of camping. So unless he can borrow a modem hook-up from Elsie or Smokie, I wouldn't expect him until sometime next week (Wednesday at the earliest). In the meantime, in my role this week as wet blanket, may I just point out three things about the AMGN-Guilford deal that "will shape biotechnology in the years to come": - AMGN also payed alot to Rockefeller U and Regeneron. - The deal is really only for $35 million; the nearly $400 million number is if every product for every indication is approved for marketing. If the info wasn't factual, releasing this would almost seem like hyping the stock(s). - VRTX is also well along in developing neuroimmunophillins. I think I'll wait til PII's before I redraw the map of the biotech world." <g> (sorry, I'm just really sarcastic today) biowa

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