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

To: Vector1 who wrote (4016)	2/3/1998 5:17:00 PM
From: Don S.Boller	Read Replies (1) \| Respond to of 9719

Vee1: This not my bailiwick - but, you might take a look at HGSI = Human Genome Sciences. According to Mike Murphy of CA Tech. Stock Letter (POBox 308, HalfMoonBay, CA 94019) this co. gave a good presentation @ recent H&Q conf. MM says, to buy on dips to $35 for a target of $150........BWDIK.....suggest each one do their own DD before commiting chips. Best, Don

To: Vector1 who wrote (4016)	2/3/1998 6:46:00 PM
From: Pseudo Biologist	Read Replies (1) \| Respond to of 9719

V1, no kidding about genomics plays. One interesting company that has been dead money for a while, but is starting to show some like is Genome Therapeutics (GENE) - I never got back in at 6. Another one on fire is ArQule (ARQL), after H&Q "rumors and innuendo" - I am not sure I would bite at these levels though. Overall, the big pharma turmoil seems to have put the spotlight on so-called "platform" companies, genomics being one of the most visible themes. Following this impression VD's Aurora is also worth a revisit. Is AFFX missing from your list by accident? And thanks for digging out that priceless piece on INCY/HGSI by Rocketman. Should be required reading for genomics investors. PB

To: Vector1 who wrote (4016)	2/4/1998 10:59:00 AM
From: Biomaven	Read Replies (1) \| Respond to of 9719

<<I am going out on a limb, but I am going to make a call. I believe we are at the beginning of a substantial biotech rally.>> Move over, I'm going to join you on that limb. It's pretty lonely out there now, but that's the best time to grab a spot. <g> As for stock picks, I'd still go with SEPR. Their announcement today with J&J on Hismanal means they now have license agreements with big pharms on all announced second-generation non-sedating antihistamines. (Improvements on Seldane, Claritin and now Hismanal.) This is a projected $5 billion market by 2003. Further, levalbuterol approval later this year should give the stock a further kick. Aside from SEPR and PCYC, the rest of my biotech portfolio looks remarkably like your list. Peter (hoping the limb doesn't break)

To: Vector1 who wrote (4016)	2/4/1998 11:20:00 AM
From: biowa	Read Replies (2) \| Respond to of 9719

V1, >>I am going out on a limb, but I am going to make a call. I believe we are at the beginning of a substantial biotech rally.<< INCY-wait till it pulls back to 45 REGN- very cheap, excellent science MLNM- will be a genomics player long term CLTR- wil own the Non -Hodgekins Lymphoma market in 3 years FUSE- coverage just initiated by CSFB and a great platform TGEN- very cheap. If the CF phase II is positive its a triple LGND- Buy at 11. MOGN- Watch for Salagen sales to continue to show improvement GZTC- If they can establish proof of principal on ATIII<< Well as resident limb cutter, let me join you on the limb. If only because the momentum has been building for an upvaluing of the biotechs. But a reminder to all, it's a roller coaster, and it will come down; you've been warned. (true definition of a pessimist, warning of the correction before the rally <g>) Now on specifics: Agree with most, but MOGN has to prove they've changed and I think GZTC will take longer than expected to break trail with the FDA (will that affect this year's price? don't know). I'd also like to add VRTX and TKTX (on weakness for both). biowa

To: Vector1 who wrote (4016)	2/6/1998 6:56:00 PM
From: Andreas Helke	Read Replies (2) \| Respond to of 9719

Vector1, your picks from tuesday (CLTR GZTC FUSE INCY LGND MLNM MOGN REGN TGEN) are doing pretty well so far. Compared to mondays closing prices they are up 6.65% if they are equally weighted. Briefing.com devoted todays stock brief to biotech. At the same time I noticed that Briefing upgraded its rating of the biotech sector from slightly underperform to short term slightly outperform long term outperform. Outperform is Briefings best rating. briefing.com Briefings favorites AGPH BGEN CHIR INCY ISIP MYGN SCIO are up 3.52% since monday. Andreas