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Biotech / Medical : VICL (Vical Labs) -- Ignore unavailable to you. Want to Upgrade?

To: conor00 who wrote (1198)	1/20/2000 3:42:00 PM
From: Scott H. Davis	Respond to of 1972

Other two items are in general that we're probably at the speculative frenzy portion of the bull run, and also merger speculation. biz.yahoo.com Makes me nervous overall (one of my long term speculatives, BNTI in machine vision/object classification) is exploding. Undervalued too long, now bought in a frenzy. With Feb increase AND post Y@K Fed money supply tightening, looks like we may being setup for a sharp correction. But I like it near term. So good to see VICL finally getting some respect. Wonder how much the move in market cap >500m has helped too. Scott

To: conor00 who wrote (1198)	1/22/2000 8:26:00 PM
From: Scott H. Davis	Respond to of 1972

Fairly high after hrs trading for VICL. Looks like the interest continues. Really pleasantly surprised that the market took the dilution as a non-issue. Doing their three therapeutics unpartnered was a somewhat risky move, but if even 1 gets approval, looks like they made the rights move (asuming there would have been partner interest.) With this level of cash, there will be no opportunistic takeover. While the YAHOO boards have some speculation on a takeover, I continue to find it very implausable given the number of partnerships that would have to be unwound. IMSCO Scott