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

To: Vector1 who wrote (4050)	2/7/1998 10:17:00 PM
From: Andriy Turhovach	Respond to of 9719

To All: Came across this recently. Don't use Point Cast or other "Push Services" myself, but for those who might want to try it, its free and can be downloaded at: www6.zdnet.com PointCast Business Network Healthcare Insider 01-28-98 PointCast, Inc. The PointCast Business Network Healthcare Insider, is a free news and information service designed for the busy healthcare professional. This special edition of PointCast provides you with direct access to news from sources such as the American Medical Association, Reuters News, Knight-Ridder, Springhouse Publishing and the National Institutes of Health, as well as access to leading databases such as Medline and CancerNet, clinical guidelines and continuing education information. Healthcare Insider viewers also get the award-winning channels available on the standard edition of the PointCast Business Network, which offer national news, local news stock updates and more from sources like CNN, Time Magazine, The Wall Street Journal Interactive Edition and Business Wire.

To: Vector1 who wrote (4050)	2/9/1998 5:08:00 PM
From: scaram(o)uche	Read Replies (1) \| Respond to of 9719

V1 and others.... of interest to the MDYN discussion? If not from a competition stand, then for the background? prnewswire.com Rick

To: Vector1 who wrote (4050)	2/9/1998 9:51:00 PM
From: Rocketman	Read Replies (1) \| Respond to of 9719

YO! Thought I'd surprise you all and drop in for a visit. While I've been watching the portfolio performance on a daily basis, I just haven't been motivated to play on SI in quite a while. Also, I haven't been watching the sector anywhere near as closely as I used to. Mainly, I've been sitting on my INCY shares and watching them go up and up and up. V1, keep in mind that we need to get higher than a 50% maintenance before we can spend any on new buys. Thus, we'd have to sell about $36K in stocks just to hit the 50% point, and enough beyond that to provide for buying whatever you want to add. What else beyond GSII are you thinking of dumping? Sure has been nice to see some recovery in the sector though. Heard from multiple sources that Norian will go public THIS year, but I'll believe it when it happens. Also heard that the FDA wants 12 month followup data on all of the patients in the clinical, rather than going with the data from half the patients, but I'm not sure what the timing on that is. Their application was filed end of Feb of 97, but they were still enrolling the last patients at that time. Also heard that they have filed for a 510.k on maxillofacial applications. I have actually started job hunting last week looking for a new biotech/med startup, and there sure seems to be a lot of activity in that regard out here. Had my first interview today for a brand new company that is secret and unpublicized, so I can't tell you about it other than to say that it seems like another possible home run. Have a couple of other good leads going too. Well, now that I'm rolling I'd love to type more, but I've got a couple of dirty kids to make clean again.....off to the bathtub I go. PS: rockets have been rained out for the last two months. We had over half of our annual rainfall in just the last week and three more big storms lined up in the pacific for this week. Lots of houses going mud-surfing in California these days. Later, Rman