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Biotech / Medical : Biotechnology Value Fund, L.P. -- Ignore unavailable to you. Want to Upgrade?

To: scaram(o)uche who wrote (222)	7/27/1998 10:38:00 AM
From: scaram(o)uche	Read Replies (2) \| Respond to of 4974

The Informed Investors Forum yesterday........ I returned home just absolutely p*ssed off. The sector, with sincere companies that are trying to bring innovative pharmaceuticals to market, is being yanked around by individuals who believe that biotech stocks are supposed to go down in the summer or that stocks under a given market capitalization should be sold, irrespective of technology in-hand. The prices of the stocks that we own are controlled by people with vested interests and poor track records.

To: scaram(o)uche who wrote (222)	7/27/1998 11:35:00 AM
From: scaram(o)uche	Read Replies (2) \| Respond to of 4974

BTW.... I highly recommend, if you can attend, checking out one of these Informed Investor forums. I can't believe the insight you can buy for $25. It was like a mini-H&Q with "spin". And, it's the "spin" that was most instructive. My opinion of the presentations yesterday (PDLI, SEQU and SANG were in a breakout room, and I elected to watch other presentations)...... SHMN.... very weak MBIO...... undecided SUGN..... strong, but fluff SUNP..... interesting MBIO..... Ben McGraw just didn't cover enough of the basics.... what is the selective targeting mechanism and is it good enough?? For example, he said that the "vector" that targets dividing endothelium leads to 33X uptake in new endothelial cells relative to "old". Is this good enough? What are the potential problems with tox, if any? The points are particularly relevant for the superantigen/cancer program. SUGN.... the indication was that intl. license deals are imminent.