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

To: scaram(o)uche who wrote (1523)	3/8/2000 9:49:00 AM
From: scaram(o)uche	Respond to of 4974

NBIX... IMO, competitive with SEPR for market share with new molecules for insomnia. Extremely leveraged business plan with three independent clinical programs, two of which address huge markets. Strong, sexy pipeline, undervalued on, IMO, any basis, particularly on a relative one.

To: scaram(o)uche who wrote (1523)	3/8/2000 9:55:00 AM
From: scaram(o)uche	Read Replies (1) \| Respond to of 4974

KDUS... initial decision from PTO backs KDUS versus Sibia. Company has cash, patents, future (likely, IMO) milestone revenue, equity stake in Axiom, and a "turn key" GPCR-ready genomics research program. Sorry to miss my own window.... once again wrestling with Schwab this morning.

To: scaram(o)uche who wrote (1523)	3/8/2000 11:48:00 AM
From: nigel bates	Respond to of 4974

...been busy. More today - Aviron (Nasdaq: AVIR - news) announced today that it has filed a Registration Statement with the Securities and Exchange Commission with respect to the offering of 3,000,000 shares of its common stock. The underwriters have the option to purchase up to an additional 450,000 shares (100,000 from a selling stockholder and 350,000 from the company) to cover over-allotments. Pharmacopeia, Inc. (Nasdaq: PCOP - news) announced today that it has entered into definitive purchase agreements for the sale of 1,860,000 shares of newly issued common stock to selected institutional investors for $117 million. The purchase price is $63 per share