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Biotech / Medical : Biotechnology Value Fund, L.P. -- Ignore unavailable to you. Want to Upgrade?

To: scaram(o)uche who wrote (1320)	2/8/2000 3:21:00 PM
From: Thomas M.	Read Replies (2) \| Respond to of 4974

Michael Burke's view on biotech (with his usual wit): I am out of CEGE now and am looking at cheaper stocks. The entire bio area is starting to look like the information techs again, IMHO. Value is there, but it was like shooting fish in a barrel and now it is like shooting flying fish on a stormy sea. <g> Message 12811038 Reflects the views of most of the SI "biofreak" community, I think. Tom

To: scaram(o)uche who wrote (1320)	2/8/2000 3:25:00 PM
From: Pseudo Biologist	Read Replies (2) \| Respond to of 4974

From thestreet.com: ... As for which sector ended up in the winning side of Zeus' scales, look no further than biotech. The Biotech HOLDRs (BBH:Amex - news) have risen 23% since Jan. 3, and 17 of the basket's 20 stocks are up. One trader observed that people who last year were showing off their superficial knowledge of the Internet are now walking around with biotech textbooks under their arms. On current topic: Collagenex? CGPI. Has niche dental product in the market, also sells Merck's VIOXX to the dental sector. Has an angiogenesis inhibitor in cancer trials, though at this stage I would have to assign very little value to the project. Pathogenesis? PGNS. Selling TOBI at annual rate of about $80M, market still growing, other indications possible. Sure, they screwed up, and angered, a lot of people a year or so ago when sales did not quite meet inflated expectations. Time for a second look? Coulter? CLTR. This assumes you enjoy games of luck and guessing -g- PB

To: scaram(o)uche who wrote (1320)	2/8/2000 3:26:00 PM
From: Mike McFarland	Read Replies (1) \| Respond to of 4974

Okay Rick, I'll bite: Recently you said that you did not hold Synaptic--but surely this is the sort of deep science that you like. The recent PR may have been to get the magic word out there, but no harm..."Kissei will fund certain research at Synaptic aimed at discovering novel receptors through the use of Synaptic's proprietary genomics technologies" I found myself with enough cash to re-establish a minimum position, that I'd given up a week or two ago. Seems to me this is the perfect thing with which to snag a batch of shares and forget. Then grab another handful when this sector feeding frenzy dies down. Regarding Genset: You probably saw the Corixa PR, what microbe do you think they're after? I don't follow Corixa-- all I know is that management is one of those stellar teams, but that is all. I would also like to apologize if I stepped on any toes with my handful of KDUS posts lately--I should have been more thoughtful if there were still folks trying to establish positions. I guess the cat is out of the bag on that one now.

To: scaram(o)uche who wrote (1320)	2/8/2000 3:32:00 PM
From: rexnine	Read Replies (1) \| Respond to of 4974

Rick, Thanks for your insight. I own a few of the stocks you mentioned - GLIA, NBIX, NRGN and, as of this morning, KDUS and have been looking at the others you noted. I'd appreciate your and other SI'ers opinion of any or all of the following at current prices: COR, TTP, AVAN, CELG, CEPH, AVXT, BIOM, IMCL, AVIR, NPSP, PGNX, CNCT, DSCO, AVM, EPIX. Thanks. Rex