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Biotech / Medical : dsco Discovery Laboratories -- Ignore unavailable to you. Want to Upgrade?

To: Cacaito who wrote (33)	7/24/2001 5:23:12 AM
From: Arthur Radley	Read Replies (1) \| Respond to of 318

Cacaito, Thanks for your detailed response. What you post, I'm in total agreement. At these levels, sub $4.00, I'm adding to my position in thinking the $12-$15 level should be achieved with the next announcement of Phase testing..probably early 2002. Bottomline, probably the two biggest advantages they will have is the non-animal derivative and related cost savings in production. Would be nice to see something develop in cystic fibrosis area, having seen in a former sister-in-law the evil aspect of this disease. But this appears to be way off in the future. My average cost of DSCO is $3.80, so I think(hope) the downside is limited. As with you, I picked up some LGND last week at the $10.00 level..thinking FDA approval and next Q report could propel them to at least $15.00. I've also added ISIP and BTRN. With BTRN, if and when Bush gives the go ahead for stem cell research funding, BTRN should get some attention and maybe a nice pop in share prices. What are your thoughts on BTRN? I also, picked up a few shares of IMNX... As for ALLP, thankfully, I sold many months ago. Just never got a good feeling for this company and everything I read about the issues they faced, as with Biotime, I sold out. Must agree with you that the current price is enticing..but will probably stay away and nibble a little more on a little tech play...ESEX.

To: Cacaito who wrote (33)	10/27/2001 6:36:03 PM
From: Arthur Radley	Read Replies (2) \| Respond to of 318

What do you think about the latest movement in the stock? Sturza indicates in his latest update that with new funding they might be ready to move into testing for the other indications.....I reloaded the boat with the recent drop to $2.00 and finally I've moved into a profit mode. But I'm with you....get me to the $12..$15.00 level on pre-submission data and I will take it. On to another of our mutual holdings...what is your take on LGND's announcement last night...I currently have a 40% profit on this run...getting nervous and might unload for another day.