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Biotech / Medical : Biotechnology Value Fund, L.P. -- Ignore unavailable to you. Want to Upgrade?

To: Biomaven who wrote (47)	2/12/1998 6:24:00 PM
From: John S. Sturges	Read Replies (1) \| Respond to of 4974

I believe BVF owns some PDLI. Big news next 5dys. M.Geller at CIBC Oppenheimer reported that data to be given at 2 conferences Feb 14th, Geneva and Feb 18th., Florence, will show Zenapax(a T-Cell inhibitor and organ transplant drug) to be very effective against Uveitis(stopped the disease cold), very effective in liver transplants thus expanding the current market by 80% and superior to Cyclosporin in every manner and is likely to eliminate Cyclosporin form the market place. Further, the data also will show that Zenapax eliminated psoriasis in transplant patients. He believes a psoriasis study in progress will show Zenapax to be very effective without side effects by year end. The market for Zenapax is very large, over $10Billion. PDLI began moving this afternoon as Geller recommended a strong buy, target $70shr. with this information in hand. Best regards, John

To: Biomaven who wrote (47)	2/12/1998 6:27:00 PM
From: scaram(o)uche	Read Replies (1) \| Respond to of 4974

Bank Sal. Oppenheim jr. & Cie. (Schweiz) AG was founded in 1899 as a family-owned bank in Zurich. Since 1979, the bank has been partially owned by Sal. Oppenheim jr. & Cie. in Cologne - one of the most highly reputed private banks in Germany - and in 1993, Sal. Oppenheim acquired a majority participation in the bank. ************************************ The portfolio (12/31/97) page has been updated fairly recently, as AXPH is AXPH. Largest holdings are Swiss Serum, Ares, Novartis, Sanofi, GILD, IMNX, CNTO and GENZ. In Australia, they own both Amrad and Biota. Their basis for GILD is $38, so it looks like, between Biota and GILD, they have an interest in flu. Here's the U.S portfolio (sorry, but couldn't include share figures, etc., as it didn't format well)...... Agouron Pharmaceuticals Alexion Alexion Restricted Axys Pharmaceuticals Inc. Aviron Caliper CytoTherapeutics Gilead Immunex Incyte Pharmaceuticals Inc. Isis Pharmaceuticals Lynx Therapeutics Millennium Neurocrine BioSciences Orchid Biocomputer Inc. Pharmacopeia Inc. Praecis Pharmaceuticals, Inc. SangStat Signal Tularik Vertex Biogen Centocor Genzyme Pharmacia and Upjohn Warner-Lambert Nice, nice portfolio. Signal, Tularik and Orchid....... window dressing or not, these guys know what they're doing. They got creamed with CTII (basis $11). MLNM is 2.6%. Anybody have an opinion on Praecis? Don't know what they do, and Caliper doesn't even ring a bell. It would be fun to get ahold of the Amerindo portfolio from Fall '95. Are they still in business? We could do a "classics, good and bad" analysis of fund portfolios. For example, did Ken Dart actually hire the guy who had advised him to buy LIPO, and was DEPO a repository for the remains? I've heard that story sort of piece by piece. Thanks, Peter. Rick