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Biotech / Medical : 2000-Year of the Biotechs! -- Ignore unavailable to you. Want to Upgrade?

To: Arthur Radley who wrote (337)	2/20/2000 12:26:00 AM
From: Torben Noerup Nielsen	Read Replies (1) \| Respond to of 1142

Tex, I looked a bit at Aquila and I've been meaning to look some more. But I'm a bit concerned about some of the statements in the press release. It's true the E. coli does cause some cases of bovine mastitis, but it's not that common and it's not two serious either. The real problem is S. aureus. There are three strains to worry about. And NABI has a patent on one of them as I recall. That gives them an edge in my mind. Moreover, the NABI trials are done under a CRADA with USDA which I assume means that USDA is footing a good part of the bill. I really need to take a close look. I've always gravitated back to NABI because of the interesting wild cards they're sitting on. By the way, I've been in and out of NABI several times. It's usually good for a dollar or two. I've yet to decide to commit a lot of money to it. I seem to have gravitated towards substantial positions in GLIA and NBIX... And to paraphase the words of the immortal Cato, I am of the opinion that the GLIA shorts should be terminated with extreme prejudice. And yes, I'm long GLIA and I have a vested interest in said termination. Thanks, Torben