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Strategies & Market Trends : The Rational Analyst -- Ignore unavailable to you. Want to Upgrade?

To: HeyRainier who wrote (1134)	6/10/1998 2:54:00 PM
From: sandbag	Read Replies (3) \| Respond to of 1720

AVID - Short Rainier, I was wondering how you felt about AVID as a short candidate, or has it's opportunity past, from a TA point of view. Thanks Sandbag

To: HeyRainier who wrote (1134)	6/10/1998 4:46:00 PM
From: Scott H. Davis	Respond to of 1720

[Biotech background and resources] The series continues. Here's a good link, I'd suggest following several links at their site. including A little history, biotech stock investing, and outlook. biotechnav.com A former link at their site is no longer availible, so below is a cut & paste on recent and expected biotech industry events. The meetings schedule is significant since that's when results of clinical trials and discoveries are often presented. Lots of releases (and price spikes/reversals) were spawned from the ASCO for example. but first, here's a home page from another biotech hound. thunder.sonic.net Some of the info in these articles are redundant, and you'll find some disagreement. But in all, its good background & provides some framework for evaluating some of the companies I'll be presenting next week (I think ya'll could use a break after all this) Scott hint - read down rather than across as it really appeared Expected Notable Events in 1998 for Biotechnology Company Treatment/Product Anticipated Launches: Company Product Indication Advanced Tissue Science Dermagraft Diabetic Skin Ulcers Cephalon Provigil Narcolepsy Cephalon Myotrophin Amyotrophic Lateral Sclerosis (Lou Gehrig) Chiron Regranex/PDGF Diabetic foot ulcer - wound healing COR Therapeutics Integrelin Unstable Angina indication IDEC Pharmaceuticals Rituxan Monoclonal Antibody for B-Cell Lymphoma Medimmune MEDI-493 RSV Infection Molecular Biosystems Optison Contrast agent for ultrasound imaging PathoGenesis TOBI Inhaled tobramycin for cystic fibrosis Protein Design Labs Zenapax Reduction of kidney transplant rejection SangStat Cyclosporine Reduction of organ transplant rejection SangStat Thymoglobulin Reduction of kidney transplant rejection Awaiting FDA Approval: Company Product Indication Centocor Avakine Crohn's Disease Chiron Pertugen Acellular Pertussis Vaccine GelTex RenaGel Chronic kidney failure Immunex ENBREL Rheumatoid arthritis Interneuron Citacoline Ischemic stroke Ligand Panretin Gel Kaposi's Sarcoma MedImmune MEDI-493 Monoclonal Ab for RSV disease NexStar Ambisome Fungal infections - empiric therapy North American Vaccine Cervita Acellular Pertussis Vaccine Sepracor R-albuterol Single isomer albuterol for asthma treatment Magainin Cytolex Infections in diabetic foot ulcers Zonagen Vasomax Male impotence Phase III trials to be completed in 1998: Company Product Indication Amylin Pramlintide Diabetes - improved glucose control Biochem Pharma Lamivudine Chronic hepatitis B infection British Biotech Lexipafant Acute pancreatitis Creative BioMolecules OP-1 Bone graft substitute Genentech Herceptin Monoclonal Antibody for Breast Cancer Ligand Targretin Gel Cutaneous T-cell lymphoma Neurex SNX-111 Cancer and neuropathic pain Organogenesis Apligraf Wound healing in diabetic ulcers Sonus Ecogen Contrast agent for ultrasound imaging Vertex VX-478 2nd Generation Protease Inhibitor Raging Bull - Click here for daily commentaries 1998 FDA Meetings and Medical Conferences: Date Event/Conference Location Telephone April 16 Molecular Medicine: The Future Trend - Practical Application of Pharmacogenomics and Diagnomics Boston, MA 617-761-6868 April 23-24 Angiogenesis Boston, MA 508-481-6400 April 25-May 2 American Academy of Neurology Minneapolis, MN 612-695-1940 April 29-May 1 The 3rd National Symposium Basic Aspects of Vaccines Washington, DC 202-782-0002 May 15-18 International Congress on Infectious Diseases Boston, MA 617-277-0551 May 16-19 American Society of Clinical Oncology Los Angeles, CA 703-299-0150 May 17-20 American New Orleans Gastroenterological Association New Orleans, LA 301-654-2055 May 18-21 Discovery '98 - Emerging Technologies for Drug Discovery Waltham, MA 888-882-2500 May 26 The Latest Developments in Legal Issues Affecting Biotechnology London, England 0171-565-7190 May 30-June 4 American Urological Association San Diego, CA 410-727-1100 June 1-3 Anti-Aging Medicine: Telomeres & Telomerase - Implications for Cell Immortality, Cancer and Age-Related Disease San Francisco, CA 800-524-6266 June 13 Managing Intellectual Capital Throughout the Life Cycle of a Biotechnology Product New York City, NY 800-524-6266 July 26-29 Genetic Information, Tailoring Our Future Well-Being Chicago, IL 847-467-1453 September 24-27 Interscience Conference on Anti-Microbial Agents and Chemotherapy Boston, MA 703-820-7400 October 18-22 American Neurological Association Montreal, Quebec 612-545-6284 October 25-30 American College of Surgeons Orlando, FL 312-664-4050 November 6-10 American Association for the Study of Liver Diseases Chicago, IL 609-848-1000 November 8-12 American College of Rheumatology San Diego, CA 404-633-3777 November 8-11 American Heart Association Dallas, TX 214-706-1311 December 4-8 American Society of Hematology Miami Beach, FL 202-857-1118 The above information is deemed to be accurate and from reliable sources but subject to changes depending upon extraneous factors and conditions.