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

To: scaram(o)uche who wrote (1094)	12/4/1999 2:26:00 AM
From: N/E PATSFAN	Read Replies (2) \| Respond to of 4974

[STI-571] Hey Rick, have you heard the news on this potential cancer drug in Phase II now and considering FDA fast track upon completion ?? Sure you know the foreign mfg but is there another leveraged play (small bio working with them) that may be a better play ??? Thanks, NEPF

To: scaram(o)uche who wrote (1094)	12/4/1999 12:07:00 PM
From: Peter Singleton	Respond to of 4974

Rick, Thanks for the good word. Soccer playoffs this weekend, you too? Lotta games, huh. I've been pretty jammed. As you know, I spend a fair amount of time watching this bubble unfold in the financial system. Personally, I'm very defensive in the positions I'm taking ... I'm not much good at investing short term, and I think longer term, macro concerns may trump fundamentals. So, regretably, I've spent less time on biotechs recently. I sure do miss the daily interchange with the folks on SI. Some first rate folks. Peter btw, did you change email? the last few notes I've sent to my little friends and family email list have bounced back from your id. if you'd like to stay on the list, pm me with your email id