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Biotech / Medical : VD's Model Portfolio & Discussion Thread -- Ignore unavailable to you. Want to Upgrade?

To: squetch who wrote (3863)	1/6/1998 6:33:00 PM
From: biowa	Read Replies (3) \| Respond to of 9719

squetch, >>you will say the photoangio results look very good.<< uhh, doesn't one have to be in human trials to have good results? Or perhaps you're thinking of the vet market, for all those rabbits with artherosclerosis from carrots. ;-) biowa BTW, Is anyone keeping track of all these? And does anyone think we can lure Greyfish, Rman, Frances Liu, mz, Rich Harmon, lwd, etc. into this game of skill (er, chance).

To: squetch who wrote (3863)	3/17/1998 11:03:00 PM
From: squetch	Read Replies (1) \| Respond to of 9719

Feeling lucky today and absent biowa, I would like to declare victory on a prediction and offer another candidate to watch from the short side. I hope this doesn't make anyone green w/ envy tho. >>I think NPRO has a possibility to trade w/ a zero and a fraction this year.<< Only 2.5 to 7/8(so far), but still 65%. Not unrelated is Cytoclonal Pharma. Here is a quick description in a press release>>Cytoclonal Pharmaceutics, Inc. (NASDAQ:CYPH - news) is a biopharmaceutical company based in Dallas. Its major emphasis is its paclitaxel (Taxol(R)(1)) program consisting of a patented fungal paclitaxel production process using fermentation and paclitaxel specific genes, and a patented potential new use of paclitaxel for polycystic kidney disease, which potentially could double the present $1 billion market. << They also have a patent for a MAB for malignant melanoma and one for a gene sequence probe for a marker of NSCLC. My take is finances stink, BMY will make Orphans out of them, and nothing in trials. Only hope is Big Pharma saviour, but my guess is the company will end up w/ a crap financier. Now for the pot of gold under the rainbow, I think you will make more money on the short side of this in the next five years than you ever will make from the long side. As always subject to change w/out notice. squetch