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Biotech / Medical : T/FIF Portfolio -- Ignore unavailable to you. Want to Upgrade?

To: Larry Liebman who wrote (991)	6/20/1999 12:50:00 PM
From: scaram(o)uche	Read Replies (1) \| Respond to of 1073

Larry: SUPG..... I'll defer to Peter. They've shown that they can get a job done with Nipent, but that'll make enough for a cup of coffee on occasion. From what I've seen, they're keeping the topo inhibitor on track. Claims that a topo inhibitor has no toxicity are pretty silly, but each company has to make its own decisions about how to relate toxicity to patient benefit and to the problems encountered with other drugs. First right of refusal to anything from Stehlin. I owned some shares for a few minutes a couple of months ago. Apart from that, I haven't stuck toe in. I prefer to focus on companies that have independent, in-house research. Marc was at the last Bay Area Informed Investors forum, so he may have comments? Also, I imagine that one of those Vcall thingies is still available for an even more recent presentation? Rick

To: Larry Liebman who wrote (991)	6/20/1999 9:41:00 PM
From: Biomaven	Read Replies (1) \| Respond to of 1073

Larry, Re SUPG: I still own some shares that have done nicely. I think Nipent use will expand considerably and I think RFS 2000 will likely be approved and become at least moderately successful. There are some negatives, though. They are not what I would term conservative in presenting their data. For example, they have presented results (both in PR and in abstracts) using only "evaluable patients" and you have to read the fine print to see how the drug is really doing. My other concern is that they have this deal with an undisclosed bank to sell common at a reasonable discount. I don't object to the terms at all, but they have gone (far) out of their way to never disclose the name of the bank, which I find a little irksome and a little weird. Peter