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To: HeyRainier who wrote (8056)	6/8/1998 11:46:00 PM
From: John Metcalf	Read Replies (2) \| Respond to of 9262

{AXPH} Rick Harmon and John Dwyer have covered it well. I would only add that Axys has about $100mm in cash-and-equivalents. This means that in addition to a wide range of technologies, they have the money to make something happen. But what? An analogy: Suppose the Justice Department sued Intel, and, after litigation, Janet Reno was installed as CEO. "Hey", she'd say, "there's chips all over the place, and connectors, and disk drives. Wow! We could be the next Radio Shack!" In biotechnology, this analogy is neither farfetched, nor funny -:) IMHO, there's not a reason to believe or disbelieve in AXPH management yet. Some other biotechs on Ray's scans tonight: ABSC (BSto, MAC'D, and F&Slo): Aurora is beaten, clubbed and clobbered. It's involved in systems for robotic chemistry and has great partners. TTNP (StoT): Last week, our discussion was inconclusive, and Ray suggested watching to see if it crossed $5.06. Now it has. ENMD (8to10): The bottle rocket of Gina Kolata's NYT story about the cancer cure through angiogenesis inhibition, Entremed is down to the pre-hoopla price. Perhaps it has fallen too far.