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

To: aknahow who wrote (57)	3/3/1998 10:50:00 AM
From: scaram(o)uche	Read Replies (1) \| Respond to of 4974

George: VRII.... the purchasing was ongoing into the story unfolding in Peru, wasn't it? Acquisition in the face of justifiable weakness? The MCDE royalties are single digit. Assume that Daiichi is 6%, and you'll be very close if not dead-on. Sure Lampert can get info relating to royalty levels. It's in a company's interest to help certain analysts, to prevent the analysts from making fools of themselves. So, you find a good (competent!) analyst or consultant that is a friend of the company, and you find the approximate royalty rate. I'm certain that Lampert and his advisors get some direct guidance. How this thread is supposed to work? I'd like us to crawl inside the skin of those who move money through the industry, to understand who makes money and how. Lampert seems to focus on the long-term interest of patients, on excellence in science. Paramount/Aries/Rosenwald seem to focus, IMO, on the preservation of capital and the potential to bump into big money. They bumped into it with Interneuron, but, as we know, that story came apart at the seams. The convergence of Lampert and Aries on RGEN is going to be fun to watch. Here's fun news, moving money....... biz.yahoo.com I usually avoid Rosenwald-type companies like the plague. However, I've recently invested in two of them. Can anybody guess which two? Cheers! Rick

To: aknahow who wrote (57)	3/3/1998 11:28:00 AM
From: scaram(o)uche	Respond to of 4974

Remember, DNX is now Chrysalis and ARRS is AXPH. Disclaimer.... I own a piece of four of these. The search that George provided the link for..... Company name Form Type Date Filed File Size ADVANCED MAGNETICS INC SC 13D/A (12/24/1997) 25255 Bytes ADVANCED MAGNETICS INC SC 13D/A (05/16/1997) 21350 Bytes ADVANCED MAGNETICS INC SC 13D (10/30/1996) 25325 Bytes ARRIS PHARMACEUTICAL CORP/DE/ SC 13D/A (12/08/1997) 30517 Bytes ARRIS PHARMACEUTICAL CORP/DE/ SC 13D (10/03/1997) 29797 Bytes CELLEGY PHARMACEUTICALS INC SC 13D (08/29/1997) 24512 Bytes CHRYSALIS INTERNATIONAL CORP SC 13D/A (10/03/1997) 25449 Bytes CORTECH INC SC 13D (05/16/1997) 35080 Bytes CORVAS INTERNATIONAL INC SC 13D/A (11/07/1997) 22074 Bytes CORVAS INTERNATIONAL INC SC 13D (05/16/1997) 35868 Bytes DNX CORP SC 13D/A (11/19/1996) 23249 Bytes GENOME THERAPEUTICS CORP SC 13D/A (03/04/1996) 26133 Bytes MICROCIDE PHARMACEUTICALS INC SC 13D/A (02/27/1998) 22623 Bytes MICROCIDE PHARMACEUTICALS INC SC 13D/A (11/10/1997) 28281 Bytes MICROCIDE PHARMACEUTICALS INC SC 13D (08/29/1997) 30654 Bytes NEUROGEN CORP SC 13D/A (12/24/1997) 24581 Bytes NEUROGEN CORP SC 13D/A (08/29/1997) 23396 Bytes NEUROGEN CORP SC 13D/A (05/05/1997) 30027 Bytes NEUROGEN CORP SC 13D (03/18/1997) 29166 Bytes NPS PHARMACEUTICALS INC SC 13D/A (02/27/1998) 23268 Bytes NPS PHARMACEUTICALS INC SC 13D/A (12/24/1997) 26603 Bytes NPS PHARMACEUTICALS INC SC 13D (05/16/1997) 29843 Bytes SIBIA NEUROSCIENCES INC SC 13D (08/06/1997) 25661 Bytes SYNAPTIC PHARMACEUTICAL CORP SC 13D/A (02/27/1998) 22257 Bytes SYNAPTIC PHARMACEUTICAL CORP SC 13D/A (07/25/1997) 24610 Bytes SYNAPTIC PHARMACEUTICAL CORP SC 13D (04/22/1997) 35881 Bytes TRIPOS INC SC 13D (07/23/1997) 29339 Bytes VIRUS RESEARCH INSTITUTE INC SC 13D (12/24/1997) 26376 Bytes