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

To: scaram(o)uche who wrote (1152)	12/19/1999 3:26:00 PM
From: Mike McFarland	Read Replies (1) \| Respond to of 4974

Of the stocks I own, Valentis has the best pipeline--although if you're looking for pipeline-rich, non-platform companies VLTS may carry the stigma of being in "gene therapy". If we saw a general market correction, I do have a few things outside nth tier on my shopping list which should fit your criteria for non-platform/ pipeline rich--I think so anyway. Gilead--if it bottoms out? some useless chit chat on that: Message 12327263 And what do you think of this shopping list: OSIP VRTX BCHE IMNX GILD CEPH MLNM CVTX --these were suggested to me, along with Gilead, by Shmori over on the Ariad thread awhile back. "Shmori" has generally stood up well to frequent assaults by the Ariad bulls...I respect his opinion. As you know, my technique has been to badger the biogurus with my frequent shopping lists, and then place trades for sexy nth tier stocks <g>. From what I have read on the threads, if I were to fund a real live taxable account with money out of my bank account, I'd buy a little OSIP, VRTX and CEPH right now, and look to buy a second third on a market correction. To me, IMNX and MLNM are ahead of themselves, and if the big funds are selling Gilead, it is too soon for that idea.

To: scaram(o)uche who wrote (1152)	12/19/1999 3:44:00 PM
From: WTDEC	Read Replies (1) \| Respond to of 4974

Rick, "The best bets in biotech, the pipeline-rich third-tier companies, are beyond the silly cheap levels that we've talked about in the past. On a relative basis, good science has never been so steeply discounted." Here is some WS recognition that NPSP is deeply undervalued within an undervalued universe. Message 12331930 Best regards, Walter