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To: Robert Rose who wrote (1384)	9/5/2000 5:27:36 PM
From: schrodingers_cat	Respond to of 57684

Some of the less well known biotechs seem to be doing very well lately eg. gnbt, adrx, vrtx, rsta Oral pharmaceuticals seem to be a popular theme for some reason. Re: political concerns. I think the Democrat enthusiasm for prescription drug coverage has people worried that some sort of price control for drugs will be instituted, as is common in most other countries where the government pays for people's pills. Biotech has indeed rebounded impressively and may do very well this winter, but for the very long term people need to remember that drug discovery and approval moves much more slowly than electronics. Years (?decades?) of scientific work still lie ahead IMO.

To: Robert Rose who wrote (1384)	9/5/2000 9:07:03 PM
From: Libbyt	Respond to of 57684

Politics/biotechs... I agree with the message from schrodingers_cat...the candidates views on increased Medicare coverage, increased prescription drug coverage, may hurt the various drug stocks by putting pressure on the drug companies to lower their prices and possibly mean lower profits for the drug companies. Also...the candidates views on "right to life" are important too for the various stocks involved with genetic research. Some European countries (France) and one state in the US (Missouri) have passed bans on "cloning" (the use of cloning technology)...as an "over reaction" IMO to the cloning of Dolly. These bans are against the use of "cloning technology", were made IMO without really understanding the ramifications of banning this technology. Cloning technology is an important part of stem cell research, because this would be the easiest way to produce stem cells. I believe a blastomere (stem cell) is a cell with 2 to 16 cells...which has the ability and the potential to divide and can form virtually any cell in the body. The potential of these cells to fight diseases and to treat so many medical problems seems to be unlimited. Some who are firm "right to life" in their belief feel that even a 2 cell blastomere is a "life". In the long run I think the technology will prevail when used for purposes of helping humanity, but it will have many "hurdles" to overcome before we get to that point.