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Biotech / Medical : T/FIF, a New Plateau -- Ignore unavailable to you. Want to Upgrade?

To: scaram(o)uche who wrote (297)	11/1/2000 2:00:38 PM
From: jayhawk969	Read Replies (1) \| Respond to of 2243

Message 13216475

To: scaram(o)uche who wrote (297)	11/1/2000 2:59:43 PM
From: Mike McFarland	Read Replies (1) \| Respond to of 2243

I'll take SNAP, and guess Incara for you. It might take a couple hours to come up with a post to defend Synaptic--and since you fellas already know I just sniff around, without the proper training to take Educated guesses--I'll just submit the guesses without any backup. Besides, my nose tells me there is something else more important to do. I crack up when I think of that line Cosby used to do--about poo poo and how the smell gets added later. Whew. This ain't gonna be pretty.

To: scaram(o)uche who wrote (297)	11/1/2000 6:21:29 PM
From: sim1	Read Replies (2) \| Respond to of 2243

OK, I'll stick my neck out. My personal choice is a recent IPO called Atherogenics (AGIX). I don't know if this could be a 100 bagger or not but its prospects seem to me to be quite promising. Their focus is drug discovery for treating diseases of chronic inflamation which include atherosclerosis, coronary artery disease, asthma, rheumatoid arthritis,..., what appear to me to be huge unmet needs. They licensed their lead compound AGI-1067 to SGP for the treatment and prevention of restenosis about a year ago where SGP will pay AGIX some $189m in potential milestone payments + royalties for "exclusive worldwide rights to develop, manufacture and market AGI-1067 and additional library of AtheroGenics vascular protectant compounds." According to their web site, they expect to complete a Phase II clinical trial of AGI-1067 the first half of 2001 after successfully completing seven Phase I clinical trials comprising more than 150 men and women. Taking SGP's DD on faith gave me the confidence to establish a position early last week. As always, this particular pick could also go to $0. This one as well. So far though, I'm feeling pretty smart:-). Here's the SGP press release on the license agreement. schering-plough.com and the AGIX web site. atherogenics.com I let my instincts guide me on this one. As far as what Rick might have in mind, I haven't a clue. Stuart

To: scaram(o)uche who wrote (297)	11/2/2000 10:04:12 AM
From: BulbaMan	Read Replies (1) \| Respond to of 2243

Rick: You didn't seem interested when I previously mentioned SMDX (SpectruMedix), but I'll take a shot that you changed your mind. With a market-cap of about $8 million, becoming a 100-bagger would only bring it to $800 million – which, as we know, is no big deal these days. On the other hand, it's not that far down from $8 million to $0. Here's a blurb on SMDX from their latest press release: " SpectruMedix develops and manufactures high-speed and high throughput DNA sequencing and genetic analysis instrumentation for the acquisition, analysis and management of complex genetic information and high-throughput screening, massive parallel capillary electrophoresis systems for drug discovery. The DNA sequencing and high-throughput screening instrumentation were developed in part from research efforts conducted at the U.S. Department of Energy's Ames Laboratory, which is operated by Iowa State University's Institute for Physical Research and Technology. SpectruMedix is also involved in the development of instrumentation and methodology to rapidly assess lung function in all pulmonary diseases, in order to improve evaluation, diagnosis and treatment in such patients."