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

To: Vector1 who wrote (5223)	6/27/1998 2:14:00 PM
From: Biomaven	Read Replies (3) \| Respond to of 9719

V1, I bought a few July 35 AGPH calls on Friday - seemed like a reasonable speculation that something good will emerge from the conference. What is your view on ARDM compared with Inhale? Peter

To: Vector1 who wrote (5223)	6/27/1998 2:36:00 PM
From: Rocketman	Read Replies (3) \| Respond to of 9719

V1, Good glad you agree! I noticed you are seriously backlogged on your email when I got a father's day greeting a week late @;-> Feeling a little spammed??? I hit you hard on Thurday night. I had the LGNDW in to sell some, but then decided I'd rather dump something that we hadn't lost money on instead as the LGNDW seems underwater for no good reason other than they aren't on the hype radar screens at the moment. I've been ready for the AGPH buy for a while now. As far as doing calls, how do you think CYTO should track those? I assume they are not marginable. Do we just run up the debt load on the margin and then track the call ownership as just a standalone line, with no impact on equity? Is there a way to value them daily through the Yahoo portfolio system? I think Cyto1 and I would need some guidance here??? CGPI looks ripe and ready to pick to me too. Rman

To: Vector1 who wrote (5223)	6/28/1998 3:53:00 PM
From: Andreas Helke	Read Replies (1) \| Respond to of 9719

Anika update End of february or march I presented Anika ANIK to this thread as a undervalued and interesting company. At that time it was selling for 8 to 9 dollars. Fortunately I managed to buy a few shares above $9 a short time later just when a rally to $13 began. After spending several weeks in a trading range Anika broke out to the upside on thursday. After reading the very interesting message thread on Yahoo I figured out that investors are expecting a FDA ruling on Orthovisc a treatment for osteoarthritis of the knee and Anikas most important product. Orthovisc is already approved in some countries. Anika is no longer as undervalued as it was at the end of february and buying short before a FDA ruling definitely is risky but I may make sense to take another good look at the company. Andreas