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Biotech / Medical : T/FIF Portfolio

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To: scaram(o)uche who wrote (848)	5/2/1999 4:15:00 PM
From: John Metcalf	Read Replies (1) of 1073

Neuro portfolio, good idea. I do or have owned almost the list. Drugs for neurological purposes can be cash cows because they are used for many chronic conditions -- schizophrenia, epilepsy, affective disorders, parkinsonism, alzheimers. I don't recommend buying Elan, but recommend monitoring it. They've taken out two neuro companies in the last couple years, Athena and Neurex. Their success with Diastat, Ziconotide, etc. will have a bearing on how developmental neuro companies are valued. As to Elan itself, the market may be telling us that there are problems ahead.

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