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Biotech / Medical : T/FIF Portfolio

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To: scaram(o)uche who wrote (398)	1/14/1999 12:47:00 PM
From: BRAVEHEART	Read Replies (2) of 1073

Hi Rick, I agree with your CBST pick. Clearly a long term winner. Not a very sexy biotech. However either way with FDA approval for dapt the stock will move big time. I recently have been looking at ARNX. I have been thinking that if the company gets shot down by the FDA for ATRAGEN. "In late 1998, the Company submitted an NDA for ATRAGEN® (an injectable form of all-trans retinoic acid or tretinoin) for the treatment of patients with acute promyelocytic leukemia for whom therapy with tretinoin is necessary but for whom an intravenous administration is required." it might create a great buying opportunity for a value play on NYOTRAN. "NYOTRAN is Aronex Pharmaceuticals' proprietary injectable formulation of nystatin for the treatment of systemic fungal infections." Of course the best strategy might be to buy 1/3 now and 2/3rds post FDA decision. Thus creating a win win situation... : ) biz.yahoo.com PS: I am just ( as of yesterday ) familarizing myself with ARNX. I am awaiting an investor packet and am currently doing other DD. If anyone is familiar with this company please share what you know ? BEST WISHES LONE WOLF

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