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

To: Extra Pale who wrote (7494)	1/17/2000 1:30:00 PM
From: Vector1	Read Replies (1) \| Respond to of 9719

Mike, I don't think we have the power to move the kind of volume we have seen on EPPH. What is interesting to me about the company is threefold. First, they are a play in genomics with a non exclusive deal with PE. Second they have big highly respected names behind them. Fred Craves of Bay City is a big time player and that group has been involved in some huge winners such as AFFX and Affymax. Third, there are people who I respect who think the technology is real and has major potential. v1