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

To: CYBERKEN who wrote (4928)	5/17/1998 6:12:00 PM
From: John Zwiener	Respond to of 9719

A couple of updates. Igen has recently backed off from its highs, but in my opinion looks stronger than ever. You may remember it was $5 not long ago, it is at 32.5 now, down from a high of 45. Float is small , 8 million or less. I think any announcement that the Roche royalty dispute is over, or POC deal is done will put this stock right back to where is was, and higher. Some of you understand SEPR's prospects(and I like SEPR), I think this is better. You can look here for recent discussion. IGEN is a little hard to understand why it is good at first, but look at it.https://www.siliconinvestor.com/subject.aspx?subjectid=11972 Update on Lidak. Not much except that Lidak says it will give us the numbers for it's antiherpes drug. This is worth keeping an eye on because there is reason to believe that Lidakol may be a good drug. This company has been the victim of the most incredible idiotic manuvering in the history of biotech. The CEO has been kicked out. Lidak may, just may be in the hands of decent (maybe) managers now. Watch for release of the Lidakol numbers near end of this month through a web site they are setting up (you probably will not have to look since someone will post it one the Lidak page. Because of prior strangeness, I can't say this is a company to invest in, but a speculation based on what the numbers may or may not say could drive the price higher. There is a chance that Lidakol could be quite good so a little watching may be in order. By the way, this stock has dropped EVERY single time it released results. Just so you know. Also there are a number of rediculous lawsuits going on (but none of them are initiated by current management). Please don't buy Lidak if you are new to biotech, it is a saber-toothed tiger. Get 3 or 4 of the better ones.