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Biotech / Medical : VICL (Vical Labs) -- Ignore unavailable to you. Want to Upgrade?

To: Scott H. Davis who wrote (1102)	8/2/1999 4:58:00 PM
From: Scott H. Davis	Respond to of 1972

Vical Announces Second-Quarter 1999 Financial Results. biz.yahoo.com FYI -.19 actual vs -.20 est.

To: Scott H. Davis who wrote (1102)	8/2/1999 10:00:00 PM
From: D. Chapman	Read Replies (1) \| Respond to of 1972

Anyone want to talk... I've been busy in the lab... Send mail to jarst38@pitt.edu (this is where I am in med school/Ph.D. program)... You can check it out Scott... Science-minded people can still trade in "opportunistic" fashion. I admit I was wrong on close price, but nonetheless, stock lost upward movement/appears to be waning a little bit... I still see stock readjusting downwards, albeit in slow increments back down to '12 1/2 to 13... We'll see.

To: Scott H. Davis who wrote (1102)	8/2/1999 11:28:00 PM
From: Mike McFarland	Read Replies (2) \| Respond to of 1972

I try to give folks the benefit of the doubt-- not that I'm an angel. But you may be right... let's see. I sent the following PM to DChapman and have not yet heard a response. I've not wanted to attract criticism to my largest holding...it's struggling enough with the short sellers...but here goes... ________________________________________ Saw your messages on the Vical thread... would appreciate your take on Ariad's ARGENT--and for Godsake, please PM me! My understanding of ARGENT is that they can be a lot more agressive with allogenic BMT--and often the cancer is cured by the time GvH develops. And if GvH develops, the T-cells have been engineered with the fas switch...the patient takes the dimerizer. I've had some good discussion with PhD's in your field...and ARGENT apparently has a value just over 100M. However the share price is in the toilet because of a lot of screwy creative financing...e.g. toxic convertible shares. Once again, pleeeeze PM me, I don't need anybody coming after me on the Ariad thread. Ariads new protien therapy scheme involves insulin...quite early state stuff, but equally exciting as ARGENT. Apparently the market does not thing so however... _______________________________________________________ note, this is based on the assumption that "rustang66" and a couple of others on the Yahoo Ariad thread are indeed PhD's, I cannot confim that however. And disclaimer: I think Rick put a value on ARGENT of just 10 or 20M, and I do respect Harmon's opinion too. It might be wise to average everybody's guesses and come up with something like 50M. I sort of fell in love with ARIA...but an article in at sciam.com put Vical on my radar too--It is also a McCamant pick...and I think a MS Investor Jubak pick. I'm also a little into my DD on Isis...see biospace for an introductory article on that. biospace.com I think both VICL and ISIP are ones to buy--after a market correction. Biotech may be the cheap sector...and excellent rotation into it now...but there are always buying ops. Speaking of which I like Ariad now...uh, well because it is already severely depressed...I just cannot beleive that it can go down any more. I will move future discussion not directly involving VICL back to the Gene Therapy thread-- Subject 25613 Gosh, that was the second spammy post tonight...sorry, I just really really like Ariad. Disclaimer: A fool and his money are soon parted.