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

To: Biomaven who wrote (3520)	4/21/2001 7:10:15 PM
From: BulbaMan	Respond to of 52153

Genaera (GENR), formerly Magainin, only popped $.20 on Thursday's announcement of its IL-9 asthma/allergy deal with MedImmune. My feeling is the deal brings much-needed credibility to GENR (not to mention cash) and is alone worth GENR's current market-cap of only about $75 million. So you get GENR's promising cancer, obesity and macular degeneration programs for free. Anyone else follow GENR? Would appreciate all other views - pro or con. Here's a link to the MedImmune PR. biz.yahoo.com

To: Biomaven who wrote (3520)	4/21/2001 9:19:09 PM
From: Miljenko Zuanic	Respond to of 52153

Peter, While my post was not directed toward you: <<If you are still anxious, call you doctor and ask (not for prescriptions) for investment advice. <g>>> I am glad that you did responded. Yes, Rick approach to play market (sometimes short, sometimes bit longer) for nice return, when stock got hammered or is out of favor, can be well rewarded. Also, one may only need +20% of his worth for this, can do excellent, and burst overall return. Similarly, I got into margin early this year (now at ~40%), and am planing to be out by summer, IF market bless me. However, I still remember 96 when my first full DD on bios (SEPR) indicated to me that I should hold this stock. However, because of the short term speculation I exit position with hope that I will return shortly. I never got back (not until this year) and whole DD was for nothing. Appreciate your view on ITMN. While it was pointed to me last year as bargain, I did not got in. <<If you can put together a basket of 10 or more such stocks and wait patiently you will be well rewarded.>> There is always place, room, and time (in one hold bit cash in reserve, which is not my case, <g>) to fine balance portfolio with new additions. However, core holding should be core until first reasons for owning change or disappear. Miljenko

To: Biomaven who wrote (3520)	4/22/2001 6:46:07 PM
From: Michael Young	Read Replies (3) \| Respond to of 52153

I find ITMN fascinating. It can be a huge home run from here if they get IPF approval. Unfortunately I put the odds of that happening under 10%. Drugs for ideopathic type conditions have a very dismal track record. Frankly, I'm not sure IPF can really be accurately defined for trial purposes. MIKE

To: Biomaven who wrote (3520)	4/26/2001 9:02:58 PM
From: Miljenko Zuanic	Read Replies (1) \| Respond to of 52153

<<It's opportunities like that that make biotech irresistible to me, you and to the other SI bionuts. If you can put together a basket of 10 or more such stocks and wait patiently you will be well rewarded.>> One more indicator (from street stupidity) is pointing that we will turn around near term. When short interest rise (non-selectively and without taste) for majority of the stocks in bio-sector at the near-bottom level is good indicator to me that investors are just swimming downstream (until they reach waterfall). Miljenko