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

To: tuck who wrote (618)	8/25/2001 3:25:53 PM
From: scaram(o)uche	Read Replies (1) \| Respond to of 2243

Just noticed that ISIP kept climbing yesterday, and that VDXX was up better than 5%. Strength out of nowhere, what a shame. Add continued strength through the TELK offering, CELG's back-to-back-to-back days for 30%, and a barrage of media/press buzz, and it looks like there's post-Labor Day excitement in store? I don't know if anyone here -- apart from Peter -- follows VPHM, but it put on 38% in the three "CELG days". An ICAAC abstract was released that discusses some secondary endpoint stuff from a "common cold" clinical trial, but there was no real news that traders would find. On flat feet....... while I knew that the abstracts were due for publication, I hadn't anticipated a rally and was caught without a trading position (I do have my long-term hold shares). I guess that we should be watching for potential rockets??

To: tuck who wrote (618)	8/26/2001 2:11:33 AM
From: Miljenko Zuanic	Read Replies (2) \| Respond to of 2243

Tuck, <<. Following MZ is a good plan. My problem is, MZ usually shows up and debunks some biotech I'm in after I've bought it. I think he'd charge me a lot to get his opinion beforehand, but it might be worth it.>> Sorry, but where did I CHARGE you or anyone else anything? I commented on ONXX clinical candidate, Raf inhibitor, not should Rick or anyone buy, hold, or sell ONXX stock. Simple it is not my way. I did mentioned early that I will never consider ONXX based on viral agent and that I will wait until we know more about Raf inhibitor. I am still waiting, buy my current optimism about drug is low. That does not mean that I am right or wrong, and that I will not change opinion when more data, which can support positive view, are available. For instance ISIP data on 3541 for NSCLC was one of the strongest at ASCO, I did change my opinion about candidate but never vision that they will partner drug, or that ISIP may be into something seriously (regardless Merck deal). On the other hand, example is CA4P from OXGN as big trouble for me. While selective reversible tubulin targeting agent (with partial anti-vascular property) is very interesting drug and it may bring significant advantage in war against cancer, it is clear that severe adverse events (thrombotic and cardio) is real possibility. In May I responded to WE: Message 15850949 Noting AGAIN that I own OXGN based on MC not because I am very optimistic on CA4P, so that BMS move to expand PI data with new trials was expected events and should be seen as positive. However, several days later I visited Yahoo OXGN board and found this massage: messages.yahoo.com followed by three messages by some person. It was very concerning (infections as new problem???) and I started to investigate this CA4P trials at three center. Didn't found any and was not able to connect any BMS compounds. However, BMS-186527 was new to me without literature data. Days passed by and my concern growth because I was not able to found any data on CA4P. Spent days on this search. Before going to Croatia (with several family issue on my hand) I turned (based on overall market condition) more cautious about sector and cleaned-up my portfolio: from ~30% on margin to ~10% in cash (with two bios short). OXGN was high risk and I sold ~80% with minimal loss, but I sold many others as well. Rumor on CA4P trouble again spread in early Aug., and I again started my own DD. Again nothing, only BMS-186527 come up at MGH and Karmanos as UNKNOWN agent from BMS. Story after this is known. Point is that DD is not just reading boards, PR, SEC file, comps. contact, ...It is much more and ask for time and dedication. I constrain myself from posting on SI what I own (buy, sell or hold, and when, and ...), and am focused on specific clinical candidates or overall technology. Without recommendation, and sometimes without depth explanation or facts about. Take it for what is worth or do (you or anyone else) your own DD. Also, for now on, anyone who sends me private message with question on my favorite or opinion WILL BE IGNORED. Cheers, Miljenko