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Biotech / Medical : T/FIF Portfolio

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To: scaram(o)uche who wrote (378)	1/7/1999 7:58:00 PM
From: Miljenko Zuanic	Read Replies (1) of 1073

Rick: I am curious why you added GENE to both portfolio, suddenly and with surprise? Was this move sort of momentum play, or with longer perspective? Cheap stock (from cash versus capitalization perspective), or programs and sound science is undervalued? For brief period of time in 97 I owned GENE, but substituted it with SQNA before ARRS merge. Genomic (PathoGenome) and anti-infective was my reasons at that time. I lost track on them for some time. Nonetheless, from bt universe dealing with antibiotic I didn't yet identified bt company which can convict me that they can successfully compete with pharma. I have from before MCDE and recently bought CBST, but this are not my true choice. Mostly results of the informed guess than love this company! :( GENE, with three programs (asthma, anti-infective and osteoporosis) is value player, but can they compete in crowded fields? Thanks for any thoughts. Miljenko

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