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Biotech / Medical : momo-T/FIF -- Ignore unavailable to you. Want to Upgrade?

To: scaram(o)uche who wrote (712)	7/22/2004 12:37:10 AM
From: mopgcw	Respond to of 12215

ARQL (did the company go on vacation in '03, and never return?) signed Roche, which seems like a pretty big one to me, a new deal w/ pfizer and the wyeth collaboration keeps pumping along it seems..not too shabby?

To: scaram(o)uche who wrote (712)	7/22/2004 3:09:24 AM
From: Icebrg	Respond to of 12215

>>Peter nominated CTIC, and we know that Erik liked (likes?) it.>> Well, let's say that I still hold them. It is very difficult to like a company whose CEO thinks spending 4 mUSD a year on a company jet is a good and cost-efficient way of using shareholder's money. I still have an open mind with regard to Xyotax. The Stellar 3 pivotal trial takes much longer to complete than what was originally planned. Either the drug works or they have been very unprofessional in recruiting PS2 NSCLC patients. Medium survival times for PS2 patients receiving carboplatin plus paclitaxel appears to be fairly well established (there were new trial(s) presented at ASCO) and shorter than what we have seen in this trial. But apart from that, over time Pixantrone and Trisenox will generate more than what is needed to meet the travelling costs of the Biancos. As far as 20 baggers are concerned, my bet from the limited knowledge I have about the sector, is still Cortex. I like the way Roger Stoll has handled the company over the last two years. My ambition is however not to find 20 baggers. Any type of bag will do fine with me. Erik

To: scaram(o)uche who wrote (712)	8/23/2004 9:47:06 AM
From: sjemmeri	Respond to of 12215

I bought PARS a week ago. The weakness on their offering may be a great time to add it to the portfolio: Message 20438842 steve

To: scaram(o)uche who wrote (712)	9/15/2005 12:24:07 PM
From: scaram(o)uche	Read Replies (14) \| Respond to of 12215

>> 20X potential << A year (14 months) later, and VPHM has put in 12X of that 20. So, we picked at least one good one. One good one is ALL that any smallcap bioinvestor needs. Put 100K into a basket of 10 stocks. At 12X, you've got 120K and nine other (hopefully) good stocks. I invite threadsters to again have a shot at picking "baggers". I remember that at least Erik and zeta stepped up with thoughts, and it would be great if others would join in. My thoughts........ straight face...... ACAD ARNA face.......... MYGN you can slug me in the face....... GNVC ARQL Thoughts, everyone? What do you have plenty of, that you also feel BELONGS in a smallcap basket?? THANKS! Rick