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To: scaram(o)uche who wrote (8040)	6/8/1998 5:36:00 PM
From: HeyRainier	Read Replies (1) \| Respond to of 9262

[ AXYS ] Rick, thanks for the outstanding response. I'm sure you'll be hearing more from me when the chart firms up. Thanks also for any additional input you can squeeze out of the other bio-techies you mentioned. Regards, Rainier

To: scaram(o)uche who wrote (8040)	6/8/1998 9:38:00 PM
From: John Dwyer	Read Replies (2) \| Respond to of 9262

[AXPH] Rick mentioned interest here in AXPH... he posted a pretty good sketch of the situation. I might add that there has been some uncertainty regarding their lead compound, APC-366, for asthma. The drug is not that great, apparently, although they have a "Delta- designed" second generation compound that looks much better. The uncertaintly arose because it was not clear why APC-366 was being continued into development. I (and others) felt they should kill it and look forward to the second gen. compound. With regards to Delta, I will spare you all the technological details of this drug design technology (applause). For many years, this was a black box that they hyped in all of their press releases. Investors had no details as to what it was, I heard everything from a component of blood plasma to a complex artificial intelligence. I don't like investing in black boxes so I never invested in them. Once the patent issued, I got interested again because at least I could evaluate the technology. Then they merged with SQNA, a move that to this day I still don't understand. AXPH is analogous to when you go to a coin shop and buy a grab bag of coins... you look though it and keep the ones you like and sell off or get rid of the rest. AXPH is in the process of sorting through what they have. From a valuation standpoint, they are pretty cheap. but they are a grab bag of technology. The key is how well they can integrate it into a platform. The pieces are there... I just can't quite put the puzzle together yet. I would say that an investment now is a reasonable bet over the next six months or so... they should be defining their platform and this could involve inking new deals and some of these are thought to be biggies. If so, AXPH should be trading back in the low teens... a nice gain from here. In sum, the technology is good. Delta is very impressive but is somewhat unproven. They now have functional genomics capability which will help them on their gene-to-drug quest. I would imagine that they will get back on track soon... unless they try to buy out MLNM... ;^) Hope this helps... John