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Biotech / Medical : Cell Genesys (CEGE) -- Ignore unavailable to you. Want to Upgrade?

To: sam who wrote (721)	3/2/2000 4:06:00 PM
From: Eclectus	Read Replies (2) \| Respond to of 1298

Sam, I'm with you! I made the mistake of selling INCY at $26. I will not make that error with CEGE.

To: sam who wrote (721)	3/2/2000 5:33:00 PM
From: Maverick	Read Replies (1) \| Respond to of 1298

CEGE is one of the top 25 holdings of Dresdner RCM biotech mutual fund which holds about 35 stocks total. The top 25 is ordered biggest holding to smallest holding: MLNM,AMGN,HGSI,MAXY,DNA,IDPH,ABGX,CRA,GLGC,INHL,QGENF,SEPR,VRTX,AFFX,BCRX,CEGE,HYSQ,INCY,MDLI,MEDX,PDLI,PEB,QLTI,TTP,AVAN. CEGE is listed even infront of high flyers like HYSQ,...Excerpts from technologyinvestor.com 4/2000 isue follow: Dresdner is managed by Faraz Naqvi. But he is a spy. He spies on clinical trial community. They are the people at community hospitals and acedemic medical institutions who test new drugs on the way to FDA approval. From them he uncovers upcoming, market-shifting events before anyone else. The technique is brilliant. It pays. Handsomely. His fund returned 111.5% last year, the highest among biotech funds, says Morningstar. Naqvi and 3 of his team are MD. he speaks clinicians' language. His people come from that world. The've worked there. "knowing how clinical trials are shaping up is crucial to finding the investment opps," he says. "Our backgrounds give us a leg up to understandint the science and clinical medicine that drives this field." Few funds, brokers or investment banks can match his experience or Rolodex. he knows early if new drugs in testing are succeeding or failing. Many of his contacts out there in the drug testing world also own shares in his mutual fund. Naqvi uses his smart intelligence techniques for drugs already on the market, too. His team visits doctors and hospitals all over the world to see if they like the drug, if they use it and if they truly understand what it can do for their patients. "I've met w/ over 200 cos," he says. "That esperience helps me judge whether one belongs in the 'success capability' category or not."