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To: Clappy who wrote (30914)	8/29/2000 11:30:03 AM
From: Wharf Rat	Respond to of 35685

Hey, Guitarzan, what's up? I've been thinking about INHL. When I first came across them, my interest was more professional than financial. Right now, respiratory therapists give the bronchodilator MDI treatments. We aren't licensed to give insulin, etc, so I figure the nurses will be doing it and that maybe they will take over the MDI administration, too, which is bad for us. However, broker dude likes them, and they are only about 10 minutes from my folks' house. I think I'll pay them a visit next time I go down there. TK

To: Clappy who wrote (30914)	8/29/2000 11:38:26 AM
From: Judith Williams	Read Replies (2) \| Respond to of 35685

Clappy You might want to take a look at MLNM--Millennium, on the Fool it's called a genomic top dog due to market capitalization, r&d, pipeline and contract revenues. It was hit hard in the spring bio downdraft but has recovered. HGSI--Human Genome Sciences--doesn't just map the genome (like CRA), it zeros in on sequencing messenger RNA (how cells tell each other what to do) within single proteins-- for example, T-cells that stimulate immune response without affecting other cell types. HGSI then files patent on that protein function. So far it's got about 7,700 patents. (Venter was at HGSI with Haseltine until he left to form CRA.) ABGX--Abgenix--is the mouse bio. They have patented process to make transgenic mice that produce fully human antibodies. This is incredibly cheaper and less time consuming than making human antibodies in the lab and does not have the rejection factor of non-human antibodies. Contracts with most of the big pharma. Two bio IPOs that are coming out of lockup in October and may back off. If they do go down significantly, would be good long-term bet (but emphasis on the bet here because this is rather uncharted territory in proteomics). ILMN (Illumina) and Lexicon Genetics (LEXG). Cubist Pharmaceuticals (CBST) is developing "smart" antibiotics to outwit the crafty germs that the present regimen of antibiotics can't fight. Celgene (CELG) has a broad pipeline of anti-cancer drugs based on Thalidomide. Lab results have been startling, but then so has CELG's price trajectory. For a flyer, two suggestions in the micro-bios: BLSI (Boston Life Sciences). Currently trading about 7/12 to 8, BLSI has a test for ADD, which is sorely needed due to the overdrugging of kids. BLSI is also working on nerve regeneration with sponsorship of Christopher Reeve Foundation and has been able to grow nerve tissue in the lab. It is also well along on a test for Alzheimers. Amyln (AMLN). Product--Symlin--for Type 2 diabetes could be a real blockbuster. (Of course, it could also tank and AMLN, like other micro-bios, doesn't have a lot of cash to fall back on.) Trades about 13 1/2. Fidelity recently bought 795K share stake. <<Two-headed mouse>> If one is good, two's gotta be better?