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Biotech / Medical : BIOTECH & TECHNOLOGY INVESTING *UNDERVALUED*{T/A F/A & V} -- Ignore unavailable to you. Want to Upgrade?

To: EVENT HORIZON III who wrote (402)	3/4/2003 7:23:48 PM
From: Arthur Radley	Read Replies (2) \| Respond to of 423

Currently, my favorite biotech is VERS. The CEO spoke today at the Lehman Bros. conference and within minutes of his presentation the stock spiked up on flurry of trades. Why I like VERS is for the following reasons: 1) Just concluded merger with their Italian alliance partner, giving VERS complete control of two drugs in Phase III trials and another drug being developed by GENE that is in Phase III testing. 2) Excellent alliance partnerships with Novartis, etc. 3) Excellent cash position 4) Phase III results for first drug coming this month and NDA planned for April. VERS plans to market the injectable drug in-house and partner the anti-fungal drug due to need for larger sales team. The injectable drug would provide the following: For each $100M in sales, they will bring to the bottom line $35M. The total market for this drug is about $3B. The total worldwide market for their two drugs is about $6B. Would highly suggest anyone taking about 20 minutes and visit the Versicor website and listen to the CEO's presentation this morning.

To: EVENT HORIZON III who wrote (402)	3/5/2003 5:40:41 PM
From: BubbaFred	Read Replies (1) \| Respond to of 423

Jeff - Do you follow SciClone Pharmaceuticals Inc (SCLN)? If not, what is your understanding about their "hot" product ZADAXIN which "synthetic preparation of a natural peptide, thymosin alpha 1, which enhances the body's Th1 immune response" which are "in both clinical trial and commercial use for several different diseases, including viral diseases (hepatitis C and B) and cancers (hepatocellular carcinoma and malignant melanoma)." yahoo.marketguide.com There is a bit of hype on this stock. The peptide variations are very common and I am not sure why this one is very special. Thanks for your input. Fred