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Biotech / Medical : Searching for Biotech winners! -- Ignore unavailable to you. Want to Upgrade?

To: Larry Liebman who wrote (18)	7/4/1998 10:08:00 AM
From: scaram(o)uche	Respond to of 22

Own lots of ARIA (third in my portfolio, behind SIBI and BTRN), and a bit of ONXX. ONXX..... the results out of UCLA are interesting.... the reduction in tumor volume is extremely rapid. It seems too fast, IMO, to be mediated by p53. Interesting situation. ALXN..... tempting. Seriously recommend looking at anti-CD40 ligand from Idec and Biogen, and then looking at BTRN in this context. It just slowly faded into the sunset, without sponsorship or buyers, until it recently hit a market cap which approximates cash in-hand. A serious candidate for 10 bagger in two years, it's also relatively safe. Someone has been willing to dump it at $3/share in the past week. Don't know how long that will last, but it could continue to hurt the issue for some time for all I know.