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Biotech / Medical : Biotechnology Value Fund, L.P.

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To: BRAVEHEART who wrote (381)1/11/1999 1:14:00 AM
From: Mike McFarlandRead Replies (1) of 4974
 
re LKST and Lone Wolf's LXR

neither of these symbols has jumped out
at me before...although up til now I only
have had a very rudimentary screening method:
Microcap biotechs + share price has been pummeled
+ passes sniff test after reading the SI and yahoo
threads + several intangibles such as reading the
press releases over the past year, checking out the
corperate websites, and sifting through the various
biotech internet sites such as biofind and recap.

Just today I split up my primary watch list into
two groups--one with mainly rising share price over
the last few months, and the other mainly not rising.

Anyway, here are my three lists...I thought
I'd post them here and let's see if I get any
feedback. A year ago my lists were a lot shorter,
and had some interferon stocks...I've dropped
those (ifsc, vrgn).

Starred symbols are items which somehow got on
the lists, but I have not really looked at them
and in a few cases I don't even know the name.

My investments:
(note that I also own extra shares in half
of these for trading on spikes etc)
ARIA BTRN CNSI CTIC CTII NTII SIBI TGEN XOMA

My watch list:
ASTM BIOMF CORX CRGN ENZ* GENE GENXY*
GMED* HYSQ KDUS MYGN NGEN OSIP* PARS
PCOP REGN VPHM* VTEX* VYSI*

My positive momentum watch list:
ABSC* AFFX AVGN AXPH* CEGE CELG GLGC*
GZTC HGSI INCY ISIP* LKST* MLNM ONXX*

If anybody sees some nice targets to weed out
of there, feel free to PM me. I should also
say that I used to have Geron, SangStat, and
Repligen in there too, and I don't know why
I dropped them, I'd put them back in there
but there very well could have been a reason
they disappeared.

What I really need to do is try and sort out
the subsectors and fill out the lists, and then
screen more systematically. But I figure I've
already thrown my darts for now...and I might
as well let things ride for awhile.

--Mike
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