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Biotech / Medical : T/FIF Portfolio

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To: nigel bates who wrote (183)	10/30/1998 1:29:00 PM
From: scaram(o)uche	Read Replies (1) of 1073

Nigel: I saw the earnings release this morning. Either the release was poorly written, or they still seem to be sort of at loose ends? It seems like the sort of company where an in-person visit would pay off? They certainly seemed to have made a concerted run with lysophillene, so they may have a good business infrastructure. I just don't know the field or company well enough to comment. I'm going for solid, real-world-defined needs right now.... largely neurological disorders and transplantation. I don't know much about oxidized lipids, and perhaps there's a good reason...... perhaps they're agents in search of indications? Nonetheless, all that cash! Rick

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