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

To: Tomato who wrote (700)	10/22/2001 1:27:00 PM
From: scaram(o)uche	Respond to of 2243

I want safety and leverage in the portfolios. With 50406 looking to be wounded, it appears that multi-program leverage is at least a year off. IMO, the company is sincere..... the HCV program has some breadth. It's also a good sign that the RSV program is moving on to phase II. However, I just thought that it was a good idea to wait, watch, and find opportunity elsewhere. It may not be a good time to bail from companies with a focus on infectious disease. We'll see.