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Biotech / Medical : Agouron Pharmaceuticals (AGPH)

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To: scaram(o)uche who wrote (5012)7/29/1998 1:15:00 PM
From: billkirn  Read Replies (5) of 6136
 
Rick: Also saw Kurt. Sat next to his wife. She said he has been shorting, and she was not helping him manage the fund. They are an attractive couple.
I did think his presentation was pretty weak. Sold all my interest in the fund, and recommended to family they do the same.
I heard he thought Vertex may be an opportunity and was making a small purchase at this time, and that Inhale was his best bet. Also got the impression he is ditching all small, under 100m, biotechs and moving into the bigger guys. Both presenters felt the game is over for the small biotechs.
Bill
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