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Biotech / Medical : ATIS is on the move! -- Ignore unavailable to you. Want to Upgrade?

To: Marshall Teitelbaum who wrote (1170)	11/16/1997 2:11:00 PM
From: Steve Lokness	Read Replies (2) \| Respond to of 2205

Hello Marshall; All is great, thanks. I have been lurking as I really respect the comments made here, but didn't agree with David so I felt I needed to put my spin on biotechs. You bring up some great points, as usual, to consider. I agree with you that the biotech industry is where computers/electronics were many years ago. You are also undoubtable right that all will not be big winners. But even the better "losers" will be winners as they are gobled up by the real winners. Look at all the co's microsoft has taken over and the shareholders are all winners. By the way MSFT climb sure wasn't straight up - especally in the early going. The task for investors is to weed through all the biotechs and to find the real winners. The best time to buy is not when all biotechs are in a rally, but at times like this when there is some legitamate bargains to consider. If you buy ATIS for the long haul, is it better to pick it up at 18 when it looks like it will go up and up or does it make more sense to buy at 13 or 11? So where are the bargains? I like ARIA(good science), MCDE(right business at the right time) and ARRS(must have great management to snag SQNA). Marshall as I respect your opinion, besides ATIS care to offer a bargain priced winner for the long haul? Thanks good investing; Steve

To: Marshall Teitelbaum who wrote (1170)	11/16/1997 3:51:00 PM
From: Bruce Long	Read Replies (2) \| Respond to of 2205

Marshall, In regards to the canceled November FDA meeting, Rick indicated that the meeting was canceled due to none of the applications being ready or complete enough for review. I thought it was canceled because the time conflicted with one or more of the panel member's holiday schedule. Can you clarify? Thanks. Bruce

To: Marshall Teitelbaum who wrote (1170)	11/16/1997 5:01:00 PM
From: Rick Costantino	Read Replies (1) \| Respond to of 2205

Yes, the discussion here is getting interesting again. I also agree that now is a good time for investing in biotechs. In addition to the potential the entire has over the coming years, as you have pointed out, I think that there is anopther, less tangible return. Namely, the biotech industry is attempting to bring products to market for unmet medical needs, or to futher improve upon existing medical treatments. In this way, their products improve the quality and length of life. I don't mind investing in a several companies on the hope that one day, maybe just one of these small companies may find new treatments for heart disease, cancer, and the like. At some point I remember we had discussed ATIS as being at the forefront of tissue engineering. Whether tissue engineering will become fact or will remain fantasy, who knows at this time? Some day, it is believed my many experts that many of the approaches being investigated today (and engineered human skin is just the tip of the iceberg) will ultimately become prodcuts. ATIS should be well-placed in this case to be an industry leader. Rick C