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

To: James Silverman who wrote (4537)	4/3/1998 12:51:00 AM
From: John Zwiener	Respond to of 9719

James, now that you mention Lidak, I'll just say it's a wild hair. A real nut case of a company. The problem is I think they may have a very good product for herpes. They won't release the latest phase 3 data, but by going over widely scattered info, it seems possible that Lidakol is 1 to 2 days better than acyclovir, and better than danovir, with no side effects, BUT I CAN'T BE SURE. They haven't released the raw numbers yet. Though I have some holdings, I wouldn't tell anyone to put anything into this until those numbers are out (unless they had a wild hair). If you have followed the management upheavals and attempted takeover and the compromise, you have probably had enough entertainment to last for years. Bizarre comes to mind. The new CEO seems to be OK. Sorry to be going into Lidak here, it really shouldn't be mentioned on this thread, it's just too speculative. It makes the other biotechs look like blue chips. Igen is still my favorate, followed by sepracor, then ligand, then cytyc. Cambridge heart is nearing it's report of it's latest trial for it's instrument to predict arrythmias (those who will need a pacemaker). The early data seems very good. I have nibbled a little at Aurora last week, though it may take a dip somewhere in the future. The money flowing towards that company makes it worth at least watching. Any updates on ABSC?