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To: pater tenebrarum who wrote (40924)	11/27/2000 10:38:57 PM
From: Spekulatius	Read Replies (1) \| Respond to of 436258

I hate the inept LGND management but SCLN looks interesting. LGND always had good science but a weak management has concentrated on products for small patient populations - a waste of money and resources, IMHO. The sharecount increases 20+ % per year and yet the company has only little cash and a significant debt load. In the biotech field,I like INCY, LEXG (both cash rich genomics and drug discovery co.) and the small caps (GZMO, BTRN, SANG). GZMO is my favorite stock, a leader in the field of new cancer treatments (cancer vaccines, antigen discovery, anti-angiogenesis etc.) ,leading science, a conservative management (as a GENZ tracking stock) and a tremendous leverage (because of the low market cap).