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

To: John Metcalf who wrote (1337)	2/10/2000 10:23:00 PM
From: Torben Noerup Nielsen	Read Replies (2) \| Respond to of 4974

John, For some time, they've no doubt been focused on the ADCON-L manufacturing issue and I'm sure they've been worried about cash. But now ADCON-L is shipping again, they have cash in the bank, ADCON-P looks good, ADCON-T/N is coming. Perceptin is moving forwards and I have a feeling that if I look a bit closer, I'm really going to like the alternative complement activation pathway work. That one is extremely intriguing. I'd like to know why the H3 program has only proceeded on one side. From their balance sheet, they don't look poor. And being short this one is getting to look completely insane. A single significant announcement and it's going to gap big time. And although a lot of people believe that gaps have to be filled, I think it might be a while and not soon enough to save the shorts! Oh well, I'm really only paying for ADCON-L and maybe ADCON-T/N. The rest is free.... I'm going to dump whatever liquidity I have left into this one and let it sit there for a bit. Easier than catching all those butterflies floating around these days.... Thanks, Torben