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Biotech / Medical : T/FIF Portfolio
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To: scaram(o)uche who wrote (56)8/28/1998 2:06:00 AM
From: Miljenko Zuanic  Read Replies (2) of 1073
 
Rick,

Bounce portfolio still have ~3K cash. If I may suggest, SUGN at 13.25/sh is as good as any other picks.

If V1 or Peter want to add AGPH, I will suggest that you eliminate NXTR (as soon as they split into two company) or PCYC (I second Jim opinion that analyst grossly overestimate company potentials).

Short thesis for SUGN:

SUGN majority current efforts is in developing of the cancer drugs. Their advance candidate SU 101 (at PIII and multiple PII) may not be top niche drug. Also this hypothesis may be valid for their first gen. VEGFr inhibitor (SU 5416), to early for informed guess. Nonetheless, they have few interesting candidates ready to enter clinic by end 98/big. 99 (Her-2/neu and sec. gen VEGFr inhibitor).

Their research is backed by Zeneca support (today with BMS the best research power house in cancer field) with several collaborations with prominent research institutions. Their cash position is not great (this is my main cancer for near-future, possibility for additional secondary), but recent deal with Taiho suggest that they can sign financially significant and important collaboration.

My guess is that in next 6-12 months (if bts sector enter calm water) it may generate nice return.

Miljenko

PS: Two platform company which trade at near cash value and worth consideration for T/FIF portfolio: CRXA (peptides vaccines technology) and NBIX (CRF technology). Both company recently acquire private small bt (with similar or complementary technology), so there may be additional sales pressure from VC and Institutions which may elect to sell their position.
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