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Strategies & Market Trends : Roger's 1998 Short Picks -- Ignore unavailable to you. Want to Upgrade?

To: Mama Bear who wrote (8284)	5/4/1998 9:21:00 AM
From: Lazlo Pierce	Read Replies (1) \| Respond to of 18691

ENMD Now bidding 66! @ 9:22 AM EST + 53 from fri close! Update now 76 @ 9:27 Dave Market Capitalization $149.2M (as of 5/1/98) Shares Outstanding 12.4M Float 5.90M Dividend Information Annual Dividend noneÿ

To: Mama Bear who wrote (8284)	5/4/1998 10:22:00 AM
From: Bob Trocchi	Read Replies (1) \| Respond to of 18691

Barb... RE: ENMD >>seems they have cured cancer in mice. << Just think if they can cure cancer in people!!!!!!! This one today makes all the Internet stocks including KTEL look like conservative retiree stocks. Too volatile for this retiree. Hey wait a minute I just checked KTEL and it is up to over 60. Many tuplips in bloom this spring! Have a good day Bob T.

To: Mama Bear who wrote (8284)	5/4/1998 10:28:00 AM
From: George Acton	Read Replies (1) \| Respond to of 18691

ENMD is a wait-and-see. Judah Folkman has been doing very solid work for years on the mechanism by which tumors recruit new blood supply. His comment in the Times was very conservative. James Watson sometimes overstates things for effect and is occasionally wildly wrong -- but he's smart and certainly not hyping stock. I'm basing these comments strictly on the NYT accout, which didn't mention ENMD. That said, common sense suggests that people won't take angiostatin or the other inhibitor forever and avoid cancer totally. We do need to make new blood vessels as part of the everyday trauma of life. And women make a whole uterine lining's worth of new blood vessels with each menstrual period. So there are likely to be some side effects of the drugs. But it's possible that many or most cancers will respond as the mice did. --George Acton

To: Mama Bear who wrote (8284)	5/4/1998 1:22:00 PM
From: Allan F	Respond to of 18691

A cure for cancer? Surely this has to be the top; unfortunately I doubt it. -Allan

To: Mama Bear who wrote (8284)	5/4/1998 4:10:00 PM
From: BelowTheCrowd	Read Replies (2) \| Respond to of 18691

Lessee here. Cured some forms of cancer in mice. Hmmm. VICL has actual clinical trials for head and neck cancer and some forms of melanoma. SUGN is also making headway against certain types of cancer. LGND also has a variety of trials underway, with NDAs likely to be filed in the next year. All those companies are well beyond the "mouse" stage of research. Why aren't they moving up like this? I could use the boost in my biotech portfolio. This market is just constantly looking for issues to hype. It's an unemployment program for stock analysts... mg