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Biotech / Medical : T/FIF Portfolio

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To: LLCF who wrote (864)	5/12/1999 2:02:00 PM
From: Biomaven	Read Replies (1) of 1073

David, Biotech has definitely had some good weeks recently, particularly in the face of weakness in the drug stocks. Definite stirrings in selected 2nd and 3rd tiers - I just haven't really figured out what the current definition of "selected" is yet. <g> Cancer-oriented biotechs have been pretty hot recently - maybe speculation ahead of ASCO. Last year, ASCO marked the top in these stocks. Let's hope history won't repeat itself. I still hold a little SNAP, but I'm not currently buying more. VRTX looks cheap to me - nice pipeline, an approved drug that I think will do better than the very low expectations for it, plenty of cash. AXPH is cheap but they've just announce a major shift in direction (to cancer) and they may just stay cheap until they provide some evidence of progress someplace. Peter

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