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Biotech / Medical : Depotech(depo) -- Ignore unavailable to you. Want to Upgrade?

To: James Silverman who wrote (391)	12/11/1997 9:41:00 AM
From: Biomaven	Read Replies (1) \| Respond to of 887

James & John: I'd like to reiterate John's view on SEPR. This one stock is about 1/3 of my portfolio, with another 1/3 distributed among numerous biotechs. I generally try to avoid stocks with substantial Phase III risk - I don't like trying to read the tea leaves from Phase II's. Hence SEPR, DEPO. My one exception is PCYC - here I feel that their early results were unambigous enough that I "know" their stuff works, and it's just a question of waiting for the later trials and FDA to come to the same conclusion. All the biotechs seem weak now, as does the whole market. I've been about 2/3 hedged for a while now, so my overweight in biotechs isn't as risky as it looks. My non-biotech selection is heavily weighted to CTXS, mostly because it went from 13 to 78 and I don't want to pay taxes <G>. I probably wouldn't be a buyer at these levels. Tip of the day: When the thread starts talking about market makers, head for the hills. Peter

To: James Silverman who wrote (391)	12/24/1997 7:16:00 AM
From: ForYourEyesOnly	Read Replies (1) \| Respond to of 887

James, I know that you are busy, but a few words of wisdom would be greatly appreciated. Many on this thread now have doubts about the management of DEPO, and the commercial potential of the depofoam platform. However, the shares seem to have already discounted most of this. What are your views on: 1. The long-term potential of the depofoam platform 2. The ability of DEPO's management to produce some kind of good news within a year 3. The short and long term outlook on DEPO's price. Do you think that it will continue to head south in the absence of good news? Please share your ideas with those of us who are still holding. Thank you. THC