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Biotech / Medical : Biotech for less than a buck. -- Ignore unavailable to you. Want to Upgrade?

To: Mike McFarland who wrote (264)	12/20/1999 7:57:00 PM
From: RWReeves	Read Replies (1) \| Respond to of 743

OK, On your recommendation I will add some KDUS. No need to cheat on ARIAW, I just SOLD some today at a quarter that I picked up at around 3/32 a few weeks ago. So they can definitely be had at 1/4. And you want to BUY some? Why not just buy ARIA? Remember the strike price is like 8? in 12 months. ARIA is selling for just just 6 times the price of the warrants. I think of ARIA common as an infinite warrant on ARIA with a strike price of zero. So tell me why ARIAW at .25 is a better deal? I can't comment on ASTM. ARIA common CYAN and IMMU make for a nice day in the BTFLTAB corral. Be interesting to see the returns on the SW Portfolio for the period 9/28 to 12/28. Looks like it will come in around 40% for 3 months. Them's loan shark rates. RWR

To: Mike McFarland who wrote (264)	12/21/1999 11:27:00 AM
From: RWReeves	Read Replies (2) \| Respond to of 743

Somebody gave up some more KDUS today. BTFLTAB picked up 10K shares per your trade request. Portfolio stands up 52% in a little less than 3 months. The Rodney Dangerfields of Biotech seem to be making some progress. siliconinvestor.com BTW the portfolio is on New SI now and should be accessible. Other news: LGND shakes off the FDA committee damnation by faint praise and resumes upward crawl. By astute market timing (the general retrospective term for being too lazy to sell them off), the warrants are doing well again. IMMU and CYAN also up strongly third day in a row. Now this AVNR show we have going on here; I'm glad you guys are making some money, but please don't start the Laurel and Hardy routine here. I have to say that CYAN made it's move based on the use of astaxanthin (some call this "pond scum") for treatment of Herp. Now inquiring minds want to know; do Small Cap investors have more than a "normal" fascination with this pesky virus? Glad you have the SKB deal cooking; hope they don't blow it. Mike you got any of your gems for 2000 to pump, I mean propose for the portfolio. Its getting tough to find LTAB candidates. Those with strong stomachs and antisense might look at HYBN and let me know what you think. It looks to me like a hand grenade with the pin missing but you may see something different. And options. I think the dot.comikazies have arrived and are doing madness on a few issues like ABGX (yes I'm jealous that I sold way too soon) but some options on potential momo plays could be fun with say 5% of the LTAB mad money. So some of you rocket scientists dust off your calculators and give us some choice plays otherwise you get my back of the envelope picks. Be fun for some of you low dollar gurus to post your own model LTAB picks for 2000 and portfolio targets. RWR