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Biotech / Medical : Techniclone (TCLN) -- Ignore unavailable to you. Want to Upgrade?

To: EZLibra who wrote (752)	11/21/1997 6:58:00 PM
From: stephen samborski	Read Replies (1) \| Respond to of 3702

Ohhhh Davis. I love it when you talk dirty. Such erudition from such empty heads! Forget Boston and Dr. Silber's favorite bio dog. I was refering to BETHESD*A and whats going on at U of MD. Do any of your correspondents do anything other than shoot up on this narcotic called Techniclone? Hey you all out there in the big SI chatter box...is this a novel fixation, or are you really hooked. Christmas shopping in Halifax is great this time of year.

To: EZLibra who wrote (752)	11/21/1997 7:43:00 PM
From: Alys Hall	Read Replies (1) \| Respond to of 3702

Hey..Davis, I must tell you that like the market today, I was underwhelmed with the importance placed on what Techniclone considered to be a very newsworthy event. May Shero is right when he says it's the management..stupid, or is that the stupid management, which has no respect on the street. A few more days of this kind of action and I'll give you my stock if you come by to pick it up. When does the real fun begin here...do we have to wait until '98? Best guess, Davis!

To: EZLibra who wrote (752)	11/22/1997 9:36:00 AM
From: shero	Read Replies (2) \| Respond to of 3702

Davis, the thought of BMY doing anything with TCLN makes my heart go pitter patter. I don't think its going to be LYM-1. This is what I think happens with LYM-1,2,3...All the LYM technology and subsequent advancements will go to a mid sized firm along with the rights to use VE with it. I haven't a clue who it might be. It will be a money maker for TCLN but not the monster it could have been. The most important object of the exercise if to gain some credibility. You know what is going to be said about TNT, and rightly so, if LYM-1 flops and TCLN is managing the trial. At this point its all about credibility and management. Any other company with this much technology and a drug in phase 3 trials with more in the pipeline would have a market cap of $3-400,000,000, or about $12 per share-- and would be considered cheap at the price. Alys--why should this announcement make any difference in the stock? It was pre-announced in Sept. and therefor is not "news". And everyone knows TCLN doesn't have the money to manage 2 clinical trials on a solo basis. There are, IMO, 2 things that are noteworthy. The first is that now that LYM-1 belongs to TCLN they can immediately start shopping it, instead of waiting for the new CEO to finalize the buy-back--which brings us to the 2nd point. Alpha wouldn't give Stone the time of day. This deal was completed by Bonfiglio. These new guys--lets not forget Dr. Oliver, and Dr. Lippman--have shown they are hands on managers who can get the job done. They have done more in less than a year than Stone and Co. have done in 15. They definately earned their keep. If the new CEO comes from this mold we will have the basis of a solid mgmt team. Obviously I believe this will be the case. I just hope that everyones' busy Christmas Holiday schedule isn't cause for delay. And maybe these new guys can identify a new partner and structure a deal so the new CEO only has to finalize it, instead of starting from scratch. Stephen--you hit the nail on the head. Look at all the really good stuff I've pointed out and compare it with the disparaging remarks I've made about mgmt. Definately bi-polar!!