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Biotech / Medical : SARS and Avian Flu -- Ignore unavailable to you. Want to Upgrade?

To: John Metcalf who wrote (1276)	1/23/2004 11:10:38 PM
From: Biomaven	Respond to of 4232

I can't even postulate an investment based on this reading of the information Well there's always Gilead/Roche with Tamiflu (a neuraminidase inhibitor) - likely that would work for Avian flu as well. But I assume supplies are too limited for it to have much impact in any real epidemic. Peter

To: John Metcalf who wrote (1276)	1/24/2004 7:49:36 AM
From: Henry Niman	Respond to of 4232

>>I would point out that Henry has scooped the world press on re-emergence of SARS and related infections, that he started last summer, and that SI has documentation superior to any print medium in the world both in timeliness (instant) and comprehensiveness. Perhaps someone from Wall Street Journal would like to read this work, and followup with some questions to World Health Organization<< Just a few clarifications on "scooping" the press and WHO are in order. I do run a few free news groups (via e-mail which actually trace back to the anthrax attacks in 2001) and when the SARS story began to break, a separate SARS group was formed. This group had both news and commentary and subscribers included many scientists working on SARS as well as most of the worldwide media covering SARS. When the volume of e-mails expanded, the SARS group was divided into two groups, SARS News and SARS Science. The News group is primarily SARS stories, while the SARS Science group has commentary. When the avian flu began generating considerable interest, a flu News group was formed (the Science group still has commentary on both and has many of the posts put up at discuss.agonist.org (this was initially just SARS, but just changed its title to emerging diseases because of the abundance of recent avian flu posts). This thread on SI however is the most comprehensive in the investment area. As far as scooping is concerned, the various news groups get the news slightly ahead of the boards and the membership of the news group does include most of the major media covering SARS or avian flu, and that includes many WSJ reporters, both in the US and Asia. WHO also receives the news and many of the scientists do advise WHO and CDC on the science side (and if you get the posts to the news group you can see the origin of some media stories and press releases). If you want to join any or all of the three groups, just drop me an e-mail ( henry_niman@hms.harvard.edu ), indicating which group and e-mail address to use (the volume of e-mail is news dependent, and right now the flu news is generating quite a few e-mails).