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Strategies & Market Trends : Rande Is . . . HOME -- Ignore unavailable to you. Want to Upgrade?

To: Rande Is who wrote (34913)	9/14/2000 1:02:48 PM
From: Rande Is	Read Replies (3) \| Respond to of 57584

CNXT looks ripe for picking off some profits. . .at $52. EDIT: 9 minutes later. . .CNXT is out of control. . ."to the moon, Alice!" 46 million shares traded and counting. Very ripe. . up over 40%. . .I may even take a look around for some daytrade shorts. I cannot believe I had my finger on the trigger of this one yesterday at 36. . . .and allowed myself to be distracted. Arrgghh!

To: Rande Is who wrote (34913)	9/14/2000 1:07:56 PM
From: johnsto1	Respond to of 57584

ONXX... could be very big... Phase 3 trials with Pfizer no joke... Further, we are working with Pfizer and Bayer to identify and develop small molecule therapeutic compounds for a number of cancers. Pfizer/ONXX Collaboration:Phase 3 Trial CT1042 biz.yahoo.com Thursday August 10,* 2:22 pm Eastern Time, worldlyinvestor.com Sector of the Day Onyx Pharmaceuticals Clinical in Approach By Nadine Wong, Biotech Stocks Columnist This biotech doesn't pander to the public. Its most recent news was directed at the scientific community. For many companies, press releases are tools to help spread news and to gain attention and publicity -- but not for one biotech. Onyx Pharmaceuticals (Nasdaq:ONXX - news) sought credibility via science instead of trying to please Wall Street. Onyx rose dramatically last week because the company's virus-based treatment shrank tumors in patients with head and neck cancer. The clinical data was published in a highly respected scientific journal, ``Nature Medicine.'' How prestigious is ``Nature Medicine''? Well, it is considered the creme de la creme for scientific types. But for laymen, the article itself is full of clinical data and scientific jargon that can put entire villages to sleep. So what was the bottom line? Positive Phase II results were good enough for the trial to enter into Phase III testing. In other words, cancer therapy ONYX-015 is being tested for efficacy in a larger patient population. But for investors, Onyx is a risky play because gene therapy has had a volatile history. Entering a New Phase Successes have been far and few, the most recent being the treatment of several babies in France born with a genetic disorder within their immune system. So far, gene therapy appears to be working. I've read the two articles in ``Nature Medicine'' -- one on the publication of the trial itself and the other an editorial by one of the leading researchers in gene therapy. The data looks impressive for Phase II in the first article, and, in the second article, the scientist expounds upon the potential for ONYX-015. But the real test will be Phase III, and it will take some time for an outcome for the company, either it will be a ``yeah'' or ``nay.'' And if you are willing to ride on the possible future success of Onyx, then go for it. For whatever it is worth, the company has my blessing. Targeting Tumors What exactly is ONYX-015? It's an adenovirus (a relative of common-cold viruses) that has been genetically engineered to attack and destroys cells that lack normal ``p53 gene'' functions. In normal cells, the p53 gene helps maintain the status quo, but in 45% to 70% of all tumor cells, that function is either lost or inhibited. Thus, ONYX-015 is designed to specifically target tumor cells and not normal cells. So far, ONYX-015 has shown to have strong and lasting effects against tumors in patients when combined with standard chemotherapy during a Phase II trial. Twenty-five out of 30 patients with head and neck cancer reported that their tumors that were injected with ONYX-015 decreased in size when given chemotherapy; tumors not injected with ONYX-015 progressed. Side effects were minimal and the combined therapy was tolerated well. I like the study because it was well designed and adequately controlled for differences in patient population. No wonder publication of the results was so highly regarded. Others May Take Up Reins Is the market ready for ONYX-015? I think so, especially if the upcoming Phase III clinical trials prove beneficial. Squamous cell carcinoma of the head and neck affects approximately 500,000 patients per year. There is no cure for the cancer, and patients eventually die from the recurrent tumors. If Onyx doesn't succeed in its endeavors, there are other biotechs developing therapeutics for head and neck cancer. Companies such as Vical (Nasdaq:VICL - news), Imclone (Nasdaq:IMCL - news) and Introgen (which has filed for an IPO) may or may not have better approaches in treating the disease. Nonetheless, Onyx' research and science remain exciting and novel. -Aug 15, 2000 coverage initiated on Onyx Pharma by USB Piper Jaffray - Briefing.com - 12:00 pm Onyx Pharmaceuticals Inc ONXX USB Piper Jaffray at Strong Buy History, New

To: Rande Is who wrote (34913)	9/14/2000 3:28:35 PM
From: Mark Konrad	Read Replies (3) \| Respond to of 57584

Bonehead Buys (again): RAZF (yesterday's alert was at 12), "FiberSam," all content plays (INKT, AKAM, INSP, ISLD, etc), JDSU, NT, NXTL, SCMR, CMRC, PPRO, DCLK, DITC...anybody still long JNIC?....over 80 now for more than a triple since summer. Uneven rally but some bottoms appear to be in; buy the best and avoid the rest...I'm starting new positions in ANAD, KOPN, STEM (hats off to j1!). Still like KEYN, SCNT, PALM...Ralph Bloch dumping a bucket of cold water on us right now--MK--