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Biotech / Medical : Amgen Inc. (AMGN)

AMGN 344.45

+1.0%

Nov 26 3:59 PM EST

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To: Henry Niman who wrote (702)	1/7/1999 1:28:00 AM
From: Mike McFarland	Read Replies (1) of 1906

HN and Thread. Thanks Henry. You and the rest of the thread will be interested in this: I finally got my Franklin Strategic semi Annual report...summarizing the performance in the six months ending Oct 31st, 1998. The Biotechnology Discovery Fund was down 14.7%. The fund managers established positions in two more large cap biotech issues, including Amgen (citing Epogen) and Genzyme (siting "strong growth potential"). The rather short discussion started out with a paragraph about INHL...taking about the inhaled insulin. They increased their holdings in Chiron. Here are the top ten: Inhale 4.77% Chiron 4.41% Chiroscience Group 4.24% Gilead Sciences 4.12% Aviron 4.03% Amgen 4.03% Synaptic 3.17% Ligand 3.16% IDEX Pharm. 3.04% Zonagen 2.88% Despite the fact that they are going big cap on me...I wonder if the fund managers are having any thoughts about starting a position in ARIA now...or increasing their holdings if they already have a little, since they love Epogen so much. Not that an Epogen killer is quite ready yet...ha ha. I guess since I'm an Amgen holder now by virtue of their new position in AMGN, I should bookmark this thread now. --MM

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