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Biotech / Medical : Magainin Pharm (MAGN) -- Ignore unavailable to you. Want to Upgrade?

To: Shlepper who wrote (142)	5/8/1998 8:58:00 AM
From: Mike McFarland	Read Replies (1) \| Respond to of 233

(Mike is pretty chatty early this morning...) Will be looking forward to hearing anything about asthma...wheeze wheeze. Current meds are okay for a fellow like me with only moderate asthma, but people with worse condition than I must be discouraged by the time it is taking researchers to come up with better meds. I've spent some time on usenet asthma threads, nothing too interesting there these days. As far as your point about diversifing into biotechs, I prefer not to be to diversified, so far it has served me well. I am waaaay overweight biotech now, no guts no glory right? Of course if the market cracks and we go to dow8000 (would not surprise me at all) I'll be in bad shape for a little while, but seems to me at this stage in the game, why own GE, MSFT and DELL, I think biotech is going to get it's day in the sun now these next couple years. Certainly for my generation (x) there are going to be plenty of biotech miracles over the next twenty years as this science emerges...I think just like computers had done 1975-1995. Hope so. Trick for me is to hold some ideas, I'm a bit addicted to trading for now...thank God I don't trade with my savings. regards, Mike

To: Shlepper who wrote (142)	5/8/1998 9:06:00 AM
From: dwight martin	Read Replies (1) \| Respond to of 233

Schlepper- What are your thoughts on MAGN and TCLN? I got out of MAGN years ago with a small profit just before they plunged from ñ18 to ñ 1 after the first MSI-78 trial. Doing some research in MEDLINE (using the National Library of Medicine website) I noticed several abstracts concerning easy-to-make squalamine analogues that made me think MAGN's squalamine program might not be a big hit. Since MSI-78 (CytoLex) looks to be a partial fizzle, I am wondering which program you think is the reason for investing in them. Re TCLN, what do you think of their prospects for the remainder of 1998? Unlike most of the other cancer stocks, it hasn't dropped off after rising in sympathy with ENMD. I think the recent biotech flurry has caused people to take a look around, and TCLN, if believed, has some verrry interesting programs that might capture some investor attention even at high single digits, IMHO.