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Biotech / Medical : Biotechnology Value Fund, L.P. -- Ignore unavailable to you. Want to Upgrade?

To: RWReeves who wrote (970)	10/2/1999 9:56:00 AM
From: scaram(o)uche	Read Replies (1) \| Respond to of 4974

Quit your hedging/bitching and pick. - bg - Without too much dilutive financing, sure. I don't consider something like what VPHM is doing now to be unwise, or to disqualify them. Obviously, BTRN wouldn't be hurt by bringing more data to the fore before a financing at significantly higher share prices. MAGN is definitely out. - vbg - Actually, 50X is not too ambitious. Agouron did a 10X from winter '94/'95 on a single product, revenues shared equally with partner and a relatively weak pipeline. Again, however, I share the opinion with you and Peter that it's unlikely for any given person to pick them. NBIX doesn't need money. They're already considerably ahead of BTRN in terms of shares out, but..... financing isn't on the horizon. Lyons has done a great job, apart from the choice of the first two therapeutic candidates.