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To: Galirayo who wrote (4769)	10/30/1997 2:21:00 PM
From: taxikid	Read Replies (1) \| Respond to of 9262

looking at syqt- owned and sold and may go long term long- also drmd- and aipn- i have no indicators- looks like it will just base off here? how do you view the correction/crash when looking at your charts? as a bump in the road? or potential as to what can happen- the MF bothers me- as with all of the trading- without past performance the charts look sort of fuzzy. taxi

To: Galirayo who wrote (4769)	10/30/1997 11:10:00 PM
From: John Metcalf	Read Replies (1) \| Respond to of 9262

[ SHMN ] Hi, Ray, excuse me for butting in. Shaman did not show strong results. AIDS diarrhea is one of the opportunistic infection niches that are dwindling due to more effective treatment against HIV. Stronger companies than Shaman have lost value because their products just won't be needed as often (GILD, for example). In the second study, efficacy was not demonstrated at a clinically significant level (simply put, they still had diarrhea four days later). Shaman has decided to focus on other indications, and has diluted shareholders recently. The appearance of bait and switch following a secondary offer is bothersome to some.

To: Galirayo who wrote (4769)	10/31/1997 12:59:00 PM
From: scaram(o)uche	Read Replies (1) \| Respond to of 9262

[ SHMN ] Ray: Geze, I go awol for a few days, and have 275 posts to wade through. I printed out some messages from you concerning additions to the biotech list. I'll go through them and update this weekend. I'll also go through the stos that have hit radar since I last posted, and try to summarize our picks and my new thoughts south of the Hong Kong carnage. SHMN..... it hit big sto a couple of weeks ago. Don't know if it has since. Again, it is not my type of company and not my type of management. A recent management change just reinforces my previous opinions. The diahrrea results are not particularly impressive, and they hid some very bad news among the moderately good news. The AIDS market doesn't impress me. For acute traveler's runs, I really don't understand the need for trials in the first place. Loperimide, available over-the-counter, is liquid cork. It may suit your purposes, but it's not what I look for (big stos backed by platform technologies and exceptional research, the big, big stos). Again, back at ya this weekend. Rick