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

To: scaram(o)uche who wrote (4928)	7/19/2006 1:22:34 PM
From: Ian@SI	Read Replies (1) \| Respond to of 12215

Re HGSI being called one of the BUBBLE snow jobs. Is that still your current view? OR have they come down to a more reasonable valuation? They seem to have some nice stuff in their pipeline including a promising SLE treatment. Jun. 22 Human Genome Sciences Announces Full Presentation of Results of Phase 2 Clinical Trial of LymphoStat-B(TM) in Systemic Lupus Erythematosus Current and LT marketable assets exceed Long term debt by about $100M or almost $1 share yielding a MC less cash of about $1.1B. ARNA on the other hand has less total cash but almost the same per share; a MC under 0.5B and 9 days short interest (vs 4 for HGSI); and, a scattergun approach to trying to get an approved drug. Aren't they going to run out of money first thus being forced into disastrous financing terms?

To: scaram(o)uche who wrote (4928)	7/19/2006 5:41:46 PM
From: Mike McFarland	Read Replies (1) \| Respond to of 12215

Lost soul really;-) Here are two sets of symbols that are my slimmed down version of the TFIF portfolio. finance.yahoo.com finance.yahoo.com The five year charts are pretty rough. Two year charts tease out mygn, medx, crxl and arna. There are obviously biotechs that can build value over time. Those four that may do very well over the next five years. Mainly, it is very easy to misstep: Genotyping--when I was farting around with Lynx and Sequenom I should have been buying Illumina. When I was in love with Gene Therapy, I should have been 'small molecules'. Live and learn. I'll bet ya in another five years I'll bet I can sort the wheat from the chaff, ha! And then there is the challenge of hitting moving targets.