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To: Galirayo who wrote (6223)	2/13/1998 12:03:00 AM
From: scaram(o)uche	Read Replies (2) \| Respond to of 9262

[ MCDE, bio lists ] Add MCDE to the list? Gladly, I've got a good slug of it. ;-) OK, the list is LGND, REGN, MCDE and ARIA. REGN and LGND have already gone berserk, joining HYSQ and TRPS which moved before we started compiling a new list. So, I'd like to make two lists. List #1..... no big sto(ry) yet..... ARIA and MCDE. List #2....... moved just after showing on a screen, consolidating.... HYSQ, TRPS, LGND and REGN. Pending Ray's glance...... CVAS and GZTC. Commentary..... MCDE has just gone through a bit of reorganization. They have not made some milestones that I expected, and, while I feel that they're a good addition to a biotech basket at this market cap, I also don't see reason for it to kick up heels near-term. I would DEARLY love to be wrong. ARIA, on the other hand (and IMO), is just plain cheap by almost any measure. Disclaimers: I own some of these suckers. I indicated a few days ago that I occasionally range trade LGND and that I owned some. I'm out now. Now off to look at tonight's lists..... Ray..... HYSQ, TRPS, LGND and REGN...... not bad, but you're moving issues from list one to list two at a rate that will leave us without fresh meat. Also, it's not as much fun when biotechs move and Carol is off, with walking pneumonia, visiting Mickey. Cheers! Rick