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To: Mike McFarland who wrote (367)1/4/2000 12:51:00 PM
From: scaram(o)uche  Respond to of 673
 
>> I'd be curious as to what Rick's 'genomics' picks for
the year ahead might be. <<

GENXY, if I have to choose one at these market caps. Also like GZMO, of course, but more for ATIII than for SAGE.

Squawk box teaser on CNBC just a second ago, "biotech is hot, biotech CEOs tomorrow morning".

What 2000 thread?



To: Mike McFarland who wrote (367)1/4/2000 1:09:00 PM
From: LLCF  Respond to of 673
 
< hanging on awhile longer, .

No way I'm selling the top here... just 'blindly selling', I agree with you and am holding some PA.

DAK



To: Mike McFarland who wrote (367)1/7/2000 11:09:00 PM
From: tommysdad  Respond to of 673
 
<<(AXPH)
This blind Squirrel is hanging on awhile longer,
they've really been left behind on this genomics
rally>>

Pardon my ignorance here, but I'm not sure why AXPH would be considered a genomics play. True, this is "Arris + Sequana", but I don't believe any of the Sequanae survived.

At this point, I don't see AXPH as much more than an indirect combichem play, and not a very good one at that.