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Biotech / Medical : Millennium Pharmaceuticals, Inc. (MLNM) -- Ignore unavailable to you. Want to Upgrade?

To: scaram(o)uche who wrote (499)	2/1/2000 9:31:00 AM
From: David Richardson	Read Replies (1) \| Respond to of 3044

Rick, Are you aware of Thompson I-Watch? Check out : thomsoninvest.net. Enter MAGN in the ticker box in the upper right.Starting in mid December I noticed a lot of institutional interest in Magainen Pharmaceuticals, even though the stock was wallowing around 1 1/4 at the time. I know that you are interested in angiogenesis inhibitors, thus your interest in GZMO. Magainen also has a candidate, i.e. squalamine. At any rate, I was able to make some serious money (for a change) by investing in Magainen on the basis of the daily interest in MAGN on Thompson I-Watch. The other thing I would like to call to your attention is the future of AFFX. I gather from some comments that you have made on SI that you are not as enthusiastic about genomics as some investors seem to be. I thought you would be interested in the fact that here at the Whitehead Institute, where we have a big collaboration with AFFX to experiment with their chips in every way imaginable, there is growing discontentment among the masses.And I am not talking quality control issues.The Whitehead has even just begun a "not public yet" collaboration with Corning to perfect arrays that overcome the shortcomings of the offerings from AFFX, the biggest one being that AFFX's chips are not appropriate for profiling mammalian samples, i.e not enough cDNAs in the array. I don't know if you remember me, by the way. I am the librarian at the Whitehead Institute at MIT.I also work for a biotech startup called Microbia. We have corresponded over the years. You rightly tempered my enthusiasm for IMUL years ago and I got into BTRN in late 1998 after reading some comments you made on SI. I never made any money from MLNM except $500.00 I made in January 1994 when they had 30 employees and I recommended which version of Medline that they should use.I also never made any money from AFFX, even though I have been hearing about them since they went public. Alas, I did make some serious money from ABSC after one of Eric Lander's postdocs pointed me in their direction last February when they were about 4 or 5 dollars a share.Lastly, I am tremendously impressed with your work with SI and the VD Model portfolio. You and your associates make investing in biotech fun, informative, and "rewarding". Best regards.