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Biotech / Medical : BIOTECH & TECHNOLOGY INVESTING *UNDERVALUED*{T/A F/A & V} -- Ignore unavailable to you. Want to Upgrade?

To: BRAVEHEART who wrote (325)	3/20/2000 12:17:00 PM
From: tuck	Respond to of 423

Good Morning, Jeffrey, So you're bailing on DSCM already? Checked the #s in Barron's article. It is clearly a screen that does not take secondaries, stock dividends, etc. into account. If folks use this as a knee-jerk excuse to sell DSCM, that in my opinion is good. We can do without weak-handed day-traders. I am holding; it already seems to be recovering. CYGN seems to be trying to recover again, too. And LOR seems to be going according to script. I own some shares of that puppy now. I'm going to need your help figuring out UROG. These guys sure issue a lot of converts and warrants. But knowing this, Aries has plowed through all the SEC docs and other things and found something it really liked. They seem to be buying mostly common, with some warrants. So the situation could mirror CYPB's, except Aries is moving more quickly and publicly. I'm still trying to figure out the capital structure and its history to get a handle on what's unfolding here. This is where I need your help; for only having one partner and now one major investor, these guys have a lot of fields in the EDGAR database. UROG should be announcing initiation of clinical trials very soon, which will trigger a milestone payment (not huge, but a help). They are purely a research boutique, but they have good science, IMO, and good management. Some good San Diego people and tech here. Dr. Sobol is well known, as is the R&D team, which has done work that ultimately ended up at DNA. They intend to develop drugs and let their partners market them. They have two drugs headed for trials, but only one partner -- Baxter -- so we ought to be hearing about another soon. And they do business a few miles from my place, so if someone needs to throw a brick through their window or deliver Godiva chocolates & Dom P., I'm available. Cheers, Tuck