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Biotech / Medical : Biotech for less than a buck. -- Ignore unavailable to you. Want to Upgrade?

To: RWReeves who wrote (438)	3/7/2000 11:10:00 AM
From: RWReeves	Respond to of 743

Changes... NERX, OOPs! I read the article AFTER I sold. Um, can I just say that mice and men are different? 1. Murine models are OK for tox, but don't bet the farm on disease models. Especially transplants into nudies. We fell for the same gag 20 years ago at Cetus. We cured a lot of human tumors in mice, but mice didn't buy many of the drugs. Nerx being spanked by those who understand this. May go back in if it gets cheap enough. NEW MEAT SW buys QQQQ and QSC at the open. QQQQ has technology based on plasmon resonance. You may need to nab a chemist or physicist or EE to explain this phenomena. Sounds cool, but very simple really. Anyway, allows for very high density rapid diagnostics (yawn) and they have a deal with Perky Elmer for genomics (yawhooo?).Joe Bob says "Check it out". QSC they used to be Cypros and bought ribosome and now called Questor, whatever. Couple of bread and butter type pharmaceuticals and some phase III trials in more interesting stuff. Takes a while to dig through the 10K/Q and data so if you have a broker report it's probably easier. Not a lot of coverage yet, I think. Anyway, real pharma, even makes medicated band-aid type stuff like dear old JNJ all for 4 bucks. Knock yourself out. Musings: SPGNA still fun after a week and a 300% run up. You found it here. Hope Vinit does a secondary and pays off those loans, credit cards, whatever. His RFC technology is great, I always liked it ( I was in sep media in '85-88) and never thought I'd see SPGN here in the basement. 10K has some poignant words for biotech investors today...see if you can find them and you win a prize (no purchase necessary. RWR reserves the right to make the prize as cheesy as he likes). MAGN, nice pop, reloading... WHOLE NEW PORTFOLIO COMING SOON. "Biotech Bargains" or something like that. Undervalued firms of all prices. More cool Canuck stuff too. ALRXF and friends have about doubled since we found em and more to go as the world re-discovers Canadian biotech, eh? RWR

To: RWReeves who wrote (438)	3/7/2000 1:10:00 PM
From: Mike McFarland	Read Replies (1) \| Respond to of 743

mostly OT <grinning> Not an awful lot of microcap madness tho these days...oh, you know the ones I still own, and those are still the ones putting me ahead most days, tho not today. Still have not typed up the two week notice--we have all seen the etrade commercial, heheh. I will milk the FMLA leave act through the summer anyway. But what is it about changing diapers that puts you into things like JCP and WM? <g> (okay okay, maybe you will not go into WM, but they do have the PC banking you had thought they were missing out on...nice Div, I can hold it a few years too if need be). I have to say, SGP has been a real stinker so far, so diversifying out from small biotech into pharma has not been a winner. Doubling in months is no longer an expectation, much more modest returns on tap...although, if Gliatech does it's thing soon, I will be very pleased. My second-larget holding, sure hope Cowen leads so some serious squeezing! CIST is only thing I am holding that is still BFLTAB--lets see if Walter is right and we can get more than the 3/4ths for that, I am in at 40 cents and will be happy to wait it out with cist's number one fan. CNSI has some life, although I suppose the Monday lift could have been something off me and the fellas on the Ariad thread. So cheap that one, imho, but not tradable I think. KDUS is only other, and don't have any shares for trading, but nice to see it was up. I'd sold some at $5, bought it back at $3, nice! OT Regarding diversifying: You may remember that I was looking at BA--got some bad vibes on the Boeing thread, so set that aside for now. Maybe later when things have settled down...and the stock has bottomed.