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Strategies & Market Trends : TATRADER GIZZARD STUDY--Stocks 12.00 or Less..... -- Ignore unavailable to you. Want to Upgrade?

To: Rashid Garuba who wrote (13746)	1/30/2000 3:04:00 PM
From: Gary1046	Read Replies (1) \| Respond to of 59879

Rashid, I mentioned this one before on this thread and I will mention again, ENZ. I mentioned about 3 weeks ago to Pat at about 40. Today it is about 90. They present at a conference in SF this week. Expect a major announcement. Gary

To: Rashid Garuba who wrote (13746)	1/30/2000 3:31:00 PM
From: TheNoz	Respond to of 59879

Biotech adventurers who like ultra-low priced plays, HMGN bid 1-1/6 asked 1-5/32 has warrants HMGNW bid 1/8 asked 3/16. Why worth a look at the warrants? If you had 10,000 shares HMGN a lot of capital is tied up, but 10,000 warrants is just a little more than Vegas money, and a 1/8 move doubles it.

To: Rashid Garuba who wrote (13746)	1/31/2000 4:50:00 AM
From: SnowShredder	Read Replies (2) \| Respond to of 59879

Hi Rashid, As you know Biotechs are close to my heart : ) and should come full circle in the next few yrs. There are many Biofreaks on SI that know what they are talking about...(eg. Richard Harmon (@ least one of the 2), Miljenko, Peter Suzman, etc.). Are you sure you want to open this can of worms? If you want links, I can post some links to some general biotech threads. Anyways...since you asked...here is a long post... Disclaimer...be sure to do your own DD, as it has been a while since I've looked @ some of these companies (and it may not have been in too much depth)(I may have or plan to have a financial stake in some of the companies discussed). GENE... I don't know too much about them, but I think they are involved in sequencing the human genome (I think)...if so I would actually think that INCY is a better choice (although their PR isn't too hot), in that, if they allow patenting the genome (maybe a lawyer has a better perspective), then they're probably in a better position (they had ~95% of it sequenced @ the time CRA announced they had 90% done). GZTC...I really like GZTC and think they are going to be big, their method of producing Ab in goat/cow milk is patented and cheap compared to current conventional methods (purifying from blood, or produced in tissue culture). They recently announced some phase III ATIII results, that were very interesting, I think they have a very good chance @ getting FDA approval when they apply. I like to think of them as the generic type of producing Ab, similar to a generic vs brand name drug : ) BPUR...I don't know anything about them...sorry. GERN...I think GERN might be something big (While I was @ Keystone, I talking to a scientist @ her poster...she offered me a job on the spot : ), but currently I'm happy with what I'm doing : ) maybe one day I'll join their team) They are doing a lot of age related stuff with telomerase and stem cells. If any of their stuff pans out it could be big as the rich baby boomers who want to improve their quality of life may go to them. Telomerase is an enzyme that helps extends the life span of cells. It is also active in cancer cells (the poster was on a Adenovirus that specifically replicates & lyses telomerase active cells) , so they are working on anti cancer as well as anti aging type research. Stem cells are undifferentiated cells that can turn into other types of cells...lots of potential. (eg. In the Jan 2000 issue of Nature Medicine, they implanted spermatogonial stem cells from infertile male mice, into a permissive testicular environment (another mouse)...they were able to restore fertility and result in progeny with the genetic makeup of the infertile donor male) Another Stem cell play is CTII...they work with neural stem cells. As I was telling Pat that they were able to use stem cells to restore partial motor control to paralyzed mice with severed spinal cords (I'm debating on whether to flip my shares I currently own on Mark's popper or to lock'em up) IMCL...they have a promising antiangiogenic Ab to fight cancer (I'm not sure if anti angiogenisis would be a stand alone treatment, but it probably be a good combination with conventional treatments). It is in phase III trials, and has a lot of potential (has been getting some good results)... Another company SUGN had a similar product in phase III trials got bought out last yr. Beyond that I don't know too much about them. SUPG...my views on this company are could be very skewed as I looked @ it 2+ yrs ago...they have a promising anti cancer drug...among other product...they were founded by one of the founders of AMGN, so if anyone knows he should know how to take a biotech to the next level...Larry Ellison invested $10 million a couple yrs ago...I think they are also involved in super generics?...they licensed a lot of their pipeline from companies that were almost broke, but had very promising drugs in late stage trials?...I guess, I mainly trust the management, and thought that they had a decent game plan 2+ yrs ago. VPHM...I don't know too much about them, just they deal with anti virals?...In general, this is a tough field (not much out there that works well), as viruses mutate relatively quickly...eg. every year there is a different flu shot...in East Asia, the birds migrate south each winter...they stop and rest in the pig pens(pigs are common pets). Here is where the avian viruses and the pig viruses interact...mutate, and are easily passed on to humans. Thus next yrs flu is East Asia's this yrs flu. That is why there is no cure for the common cold. Another aspect about viruses is that alone, they are not living, so how can you kill something that isn't living...it needs a host to replicate. So if you kill the cells that are replicating the virus, you also kill the host cells. It has been difficult to specifically target only the infected cells. If VPHM has stuff that works (which I haven't looked), then there is a lot of room for improvement in that area. Best of Luck, Where'd He Go? FWIW...another interesting biotech may be ALKS or MAXY.