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

To: Spekulatius who wrote (1055)	3/28/2002 1:27:09 AM
From: tuck	Respond to of 2243

I like Spekulatius' ideas, having publicly stated that I bought two of them recently (OGSI & RIGL). In addition, CVAS & GZMO look cheap. ABGX? And one could do worse than add some current T/FIF holdings. You just did so with TLRK, and CRGN, KOSN, & DDDP also looking plausible. Cheers, Tuck

To: Spekulatius who wrote (1055)	3/28/2002 10:01:40 AM
From: scaram(o)uche	Read Replies (2) \| Respond to of 2243

1K shares each purchased for "2000" of RIGL and OGSI at 3.50 and 5.80, respectively (current asks). Still about 36K left to put to work, so ideas or support of other suggestions stilll solicited.

To: Spekulatius who wrote (1055)	3/28/2002 11:27:39 AM
From: keokalani'nui	Read Replies (1) \| Respond to of 2243

Bottom was reached in OGSI, that much seems clear. Only other comment about OGSI, which I recently lightened but still hold position, is that vevesca failure will still deal a -33% blow. And with 89% GI events and no placebo control to deal with neuropathy issues, this is a bigger risk then I thought a few months ago. Admittedly, nothing trades near cash without some warts. Hope it succeeds. Rick, would I be right in assuming you might be out of ogsi before the fate of vevesca is known?