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Biotech / Medical : Human Genome Sciences, Inc. (HGSI)

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To: Robin who wrote (32)1/12/1997 11:17:00 PM
From: jbershad   of 1127
 
Nice hearing from you in something other than field
array devices. I can't get into long expaination, this
late on the east coast. I will get back to you.
Some companies are trying to classify genes by
groups of people. some by creating libraries. This company
is trying to identify every gene that exists and test it
for anything that maybe of interest. As far as I recall they
have collected and classified more genes than anybody else.
INCY has outdistanced in % stock gain everyone to date,
because of some unique genes
it found. (Colon cancer I believe.) SQNA is very pomising
and more of a bargain. They classify genes of a family that is
known to have certain problems. For the amount of rearch buck
put in I think this is a cheap company compared to HGSI.

I think you ought to do research and make up your own mind.
All of them will go much further than your fgpa companies? So I
think you have a excellent idea investing in them. My pick is
all three. There are others though that might be good.
As you know I never am smart enough to predict the
market or which one of these companies will win big or small.

Your pretty bright so I know you will see this is going
to be a pretty big market?

It will help nobody, but I purchased my IPO shares from
Smith Barney. I am a follower of Mike Murphy and hambrect &
quist. I later purchased SQNA as an IPO from H&Q. I have no magic
I have also had big losers. Yes I am successful because I know
who to listen to and know I don't know everything.
Robin, I hope this helps you.

Jerry
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