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

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To: Rocketman who wrote (5854)	10/31/1998 2:26:00 AM
From: Vector1	Read Replies (1) of 9719

Rman, I just got back from a trip and I see that I missed a lot. We have been invaded by the XOMAnians. First in full dislosure I already own some XOMA. Unfortunately I paid $5 per share. I didn't want it in the portfolio because I felt quite ambivilent about the investment. My track record on stocks I am ambivilent on is quite poor and one of the lessons I have learned over the years is to stay away when you are ambivilent about a stock. In XOMAs case I am lured by the potential and the strong hope that they are succesful because it would be such a wonderful breakthrough in medical treatment. Sentimentalism can be very expensive in the stock market. Regarding AMLN please consider dumping the stock before we loose money. We are starting to kick ass with some first class companies. No need to look for life in the graveyard even if it is Halloween. Did you see the GENZ news on Hurlers. They reported positive results from a trial of alpha-L-iduronidase enzyme replacement therapy. According to the Dow Jones report in the trial, 10 pts with the fatal Hurler/Scheie disease, were treated for 26 weeks with a weekly IV infusion of 0.5mg/kg of the enzyme, which is involved in breakdown of complex carbohydrates. Patients showed improvement in MRI measures (reduction of liver size to normal), lab values (excretion of complex carbs) and quality of life (reduction of joint pain and breathing difficulty, improved mobility). Adverse effects were transient and did not impact treatment. The company and its partner Biomartin should get fast track approval and be approved in 1999. GENZ could have 3 new therapuedics approved in a 12 month stretch-- Thyrogen RenaGel and Alpha L. Yeah Baby. V1

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