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

To: Biomaven who wrote (5224)	6/27/1998 2:27:00 PM
From: scaram(o)uche	Respond to of 9719

Peter: Jim Silverman and I participated in the conference call after the ARDM-Novo announcement. I don't have an opinion of the company (it would take a closer look at the morphine program to come up with one), so I'm not hogging V1's space here. However, I can say that Richard Thompson seemed, to me, like a straight shooter. I was impressed by his communication and listening skills and by his non-avoidance of issues like fast versus slow insulin. Rick

To: Biomaven who wrote (5224)	6/27/1998 11:31:00 PM
From: Peter Singleton	Respond to of 9719

Peter, I did the same (bought July 35 AGPH calls on Friday). IMNR has run from 10 to 17 on first the Remune deal, and the widely anticipated Valentine presentation in Geneva next Friday. There's lots of heavy buying. Who knows, the buying may continue through the news release and presentation. If the news is stellar, it might get popular press and retail buying, otherwise IMNR might sell off a bit. In any event, the financial community assumes there's good news coming on Remune from the HAART vs HAART + Remune data being presented. But AGPH, who now own 50% of Remune, hasn't budged. Options aren't really my thing ... but I thought it was worth a shot ... Peter

To: Biomaven who wrote (5224)	6/28/1998 3:58:00 PM
From: Vector1	Respond to of 9719

Peter, I don't know a tremendous amount about ARDM. They use a liquid aerosol approach as opposed to dry powder and are at an earlier stage than Inhale in clinical trials. I believe they have just entered phase II and recently presented some positive data comparing injected to inhaled insulin. They have an interesting patent portfolio including a patent for a lockout mechanism for use of the inhaler. With a controlled substance like Morphine this can be an advantage. They have solid partners and a low market cap. Worth a more in depth look. V1