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

To: Rocketman who wrote (4925)	5/17/1998 5:00:00 PM
From: CYBERKEN	Read Replies (1) \| Respond to of 9719

Has anyone here got an opinion on BioSepra (BSEP)? 1) Wholly-owned sub of SEPR. 2) Product poised to grow with monoclonal antibody drug approvals and transgenics. 3) Nice small float & decent looking fundamentals.

To: Rocketman who wrote (4925)	5/17/1998 5:14:00 PM
From: Mike McFarland	Read Replies (2) \| Respond to of 9719

I feel a little funny barging in like this, but I've been lurking and here are my two cents worth of ideas: ARIA, could be a good daytrade Monday--the May 18 issue of Barron's refers to Sugen and Ligand when it mentioned signal transduction. SUGN has been getting all the exposure because of Entremed lately, but eventually these journalists will start throwing more names around. If all the signal transduction companies pop Monday, maybe Ariad will too. I'll be watching from the sidelines, not that it matters, but I'm in the middle of a self-imposed trading break (eeek down ten percent on my current holds, first time I've been underwater this year... Second idea is RGEN. I personally traded Repligen (not regn) the day Entremed popped on the run from 2 to 3 and now am back in that to hold it awhile with a basis of 2. Third idea, NTII. This is the one I'm banking on right now. You might want to watch it and see if it goes back down around 5/8ths, it ran up on recent news and has been sagging back lately. I thought the conference call was good (newbie to calls so don't know for sure if it really was a positive call). Anyway, sometime in the next six months it looks like Neurobiological Tech will do a deal with a big pharma company on Mematine, a potential dementia or Alzheimers therapy (actually has potential as a neuro-protectant agent, so my guess is that maybe it could slow the progress of Alzheimers). This compound is only in phaseIIb, but I gathered from reading biotech posts on SI that sometimes you can have good luck getting in around phaseII and getting out if it looks like phaseIII are a good possiblility. Actually, now that I think about it, maybe the neuro- protectant they have is Xerecept, for which they have orphan drug status and more grant money potential. Aww hell, do your own reading of the news items off of yahoo, I can hardly read my notes. I have no training in biotech at all --that is your warning, hehe. I also hold TGEN and IFSC, both bot recently for some really speculative thoughts I had. Do I know what the hell I am talking about? Probably not, but I've had good luck trading so far this year, and I see this market rotating into biotech now, waaay too much cash out there with nothing to do, just wait til those yups start cashing out of Dell and Microsoft and get into the puny 100B market cap sector that is biotech, yippie!

To: Rocketman who wrote (4925)	5/17/1998 7:05:00 PM
From: Vector1	Read Replies (1) \| Respond to of 9719

Rman, I downloaded the new version of Netscape today. Took over an hour but it is worth it. I agree with the MOGN buy at $8. Could happen and newbies rotate in the sector. A partnering deal with a major pharma on MGI 114 could send us rocking and rolling in this environment. Mixed feelings on the GENZ stop order. although they got the rec on Thyrogen convincing docs will not be easy and it is not a major product. It will be interesting to watch the biotechs with cancer drugs in clinicals this week as the Oncology conference goes forward in LA. Look for a strong week for CLTR and we may have to cut half our position if it hits $40. I am also expecting a strong week from LGND as signal tranduction is getting some exposure and a hot topic is cancer preventive therapies. V1