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

To: scaram(o)uche who wrote (5140)	6/18/1998 4:13:00 PM
From: Rocketman	Read Replies (2) \| Respond to of 9719

<<<<<Looked at ARQL today? Why the heck are you asking me?>>>> Because your an immunologist and can understand AGPH, not because you are such a great stock picker @;-> Yeah I caught the ARQL slide today too. Any reasons that you know of? When is it time to buy? Sounds like you are playing ARQL long and not straddling it. I now think I recall you talking about straddling AGPH. If the model wants to take such an angle, I'll leave the logistics to Mr. Vectorman who is much better at option stratagies than I. Rman

To: scaram(o)uche who wrote (5140)	6/18/1998 5:26:00 PM
From: Vector1	Read Replies (1) \| Respond to of 9719

Rick, I have become a major bull on AGPH. I have liked the management for a long time. I was a little put off when they disappointed the market a quarter ago but the Immune Response deal reaffirms my view that they have a very focused business plan and have shown the ability to execute. I am particularly interested in your view of Remune particularly in light of the recent expansion of knowledge on the way HIV outsmarts the immune system (http://latimes.com/HOME/NEWS/FRONT/t000056812.1.html). Shorters can not hold down the value of a quality company long term. Viracept's market penetration has been nothing short of impressive. It is a tribute to the company and the relative merits of the compound. V1