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Biotech / Medical : Biotech Valuation -- Ignore unavailable to you. Want to Upgrade?

To: Biomaven who wrote (3257)	3/30/2001 11:02:59 PM
From: JFitnich	Respond to of 52153

Re TSC: The new guy Fuerstein (sp?) has been been pretty even in his recent articles. He's from Upside Magazine. Seems to be reporting much more regularly (just about daily). Pretty much in the same format as past articles, but more balanced. An improvement from Hamilton (IMO). JF

To: Biomaven who wrote (3257)	3/31/2001 9:23:44 AM
From: NeuroInvestment	Read Replies (1) \| Respond to of 52153

While (not surprisingly) I agree with the premise that better biotech companies are currently undervalued, I would have been more reassured about the Jubak '10 best' picks had his information regarding NPS, which I do follow, been more accurate. I emailed him a comment regarding some misstatements and/or omissions: "1) NPS was not "formed" as a result of the Allelix merger. NPS was formed in 1986. The Allelix 'merger' was in fact an acquisition, Allelix now is a subsidiary, NPS Allelix . 2) The ALX-111 osteoporosis program (which came from Allelix) has in fact entered Phase III, now enrolling an 1800 pt trial which will enroll this year, dosing for 18 mos. 3) The hyperparathyroidism drug will enter Phase III (run by Amgen) mid-year, and should be completed mid-2002." Harry Tracy NeuroInvestment (www.neuroinvestment.com)