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Biotech / Medical : VD's Model Portfolio & Discussion Thread -- Ignore unavailable to you. Want to Upgrade?

To: Pseudo Biologist who wrote (7320)	12/16/1999 9:58:00 PM
From: scaram(o)uche	Read Replies (1) \| Respond to of 9719

Oooooh, how fun! >> KDUS - asset play, I assume << I can't value Axiom or the microfluidics license. To my knowledge, there is absolutely no guidance out there regarding the level of royalty from OSIP, either on the "KDUS" project or on the Solvay project. The milestones are very likely, IMO, to be reached. Axiom is working with Sklar. There is no enthusiasm, showing in day to day trading, regarding the Sibia patent issue. >> Cambdridge neuro and Cortex - I think I heard of them << Where's Harry?? >> SNAP - there has to be a pony around here somewhere? When bad things happen to good companies? << In the thick of NPY and Galanin still, if anybody cares.

To: Pseudo Biologist who wrote (7320)	12/17/1999 2:17:00 AM
From: Mike McFarland	Read Replies (1) \| Respond to of 9719

heheh <AXPH why?> I was asking myself that today, dang, what a dog--"I'll hang onto it, it can't fall any further"...but it's that damn bottomfishing. I think it is a left over idea from a year ago...when I was first putting my shopping list together--seemed to be on everybody else's list as well and somehow I came to think if I were paying less than everybody else I must be getting a good deal, not great logic. For the most part you're one liners are pretty good. Magainin is a sentimental pick, and beleive it or not, it hasn't actually hurt me, just dumb luck that I've been in and out at the right times, but I'm keeping it. Years ago I saw some PBS special, talking about novel antibiotics, and there was Magainin Pharma on one of the vials. I don't own an outrageous amount, and I certainly didn't overpay at 1 1/4, so this one get's set aside--I'll bet each of you has something just like Magainin that you are cheering for, no? Glad to see you think the gene therapy plays are adequate, I thought so. I think I finally have a pretty good feel for this--still not quite ready to risk anything but that mad money, but sometime in the next year or so I might actually get my checkbook out and invest. I'm keeping an eye on Hood and Hartwell here in the Puget Sound area--"systems biology" there are always talking about, you may have seen a recent press release...ah, let me go get it for you: biz.yahoo.com