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Biotech / Medical : Biotechnology Value Fund, L.P.

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To: Steve Lokness who wrote (107)	4/15/1998 6:28:00 PM
From: scaram(o)uche	Read Replies (2) of 4974

Steve: >> Did you give up on VMRX? << No, just haven't had time to study their efforts in detail. Tax time. As I indicated, I bought a very small amount, just as a tickler to study it further and keep a paw on it. It's a process that I have found to be useful..... if I don't like the company that I've taken equity in, it almost invariably leads to something else. >> What do you think will happen to VMRX should Baxter prevail in the appeal?<< Not much, near-term. However, if you can answer my question about the projected market size for CEPRATE, I may change my mind. :-) >> How about if CPRO should prevail? << Interesting question. There seems to be little in the way of near-term revenues in the current price. As we've reviewed in this thread, it's difficult to tell who's going to win/get stuck with a company like this..... Aries companies throw a wide net. Thanks for the Yahoo lead. I'll take a look. You don't often go from $35/share to 3 on great fundamentals. Hedge, hedge, hedge. Could you briefly summarize the CPRO stance (and Yahoo posts) for us? The suit was filed in '92, and the B-D/Baxter/Hopkins stance is pretty clear..... the anti-CD34 patent is issued and valid. Rick

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