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Biotech / Medical : T/FIF Portfolio -- Ignore unavailable to you. Want to Upgrade?

To: scaram(o)uche who wrote (26)	8/22/1998 8:38:00 PM
From: scaram(o)uche	Read Replies (1) \| Respond to of 1073

NPSP.... price:book of about 1.6. Any big supporters out there? Should it be added to the T/FIF? The program with Amgen seems to be muddling along slowly, now with a second generation molecule. Stroke??..... I was in NTII, and I'm now gunshy of NMDA receptor mod. Epilepsy? Sounds interesting. Anybody know more?

To: scaram(o)uche who wrote (26)	8/22/1998 9:01:00 PM
From: jayhawk969	Read Replies (1) \| Respond to of 1073

Rick, techstocks.com This comes up invalid.

To: scaram(o)uche who wrote (26)	8/22/1998 9:28:00 PM
From: james	Read Replies (3) \| Respond to of 1073

Hi, Richard I'm not familial with the stories behind most stocks in T/FIF portfolio, but osip seems to be interesting in that it generates some income, even though not enough to cover expenses, but income is rare in the world the so-called bio-"tech" sector. Also I've used some of their products. First-hand experience, so-so. 1. Hopefully, I'm not mistaken: was OSIP bought out by CalBiochem, two years ago? 2. As its profile claimed, osip has 28 cellular assays (reporter systems). But most DD guys dislike cell-based assays. As the old song goes: "dirt in, dirt out". If osip has good assays, compound libraries, & medicinal chemistry, it seems to be a good buy at this level. But doubts remain that its claims be true. regards

To: scaram(o)uche who wrote (26)	8/24/1998 10:34:00 AM
From: Biomaven	Read Replies (2) \| Respond to of 1073

Rick, Here's one attempt at a "bounce" portfolio. These are mostly companies with plenty of cash and clearly-identified products either already on the market or likely to be shortly. My guess is that the funds will buy these before they venture down into T/FIF land, and so they are likely to advance first: SEPR - I'm still a huge long-term (4-5 year) bull on this one. In the short-term it may be vulnerable to a correction given its sharp rise, but long-term it has a ways to go. I've had very good luck to date buying the furthest-out, highest-strike-price calls when it takes one of its periodic scary dips on no news. PCYC - more speculative than the rest of these stocks because it's products are further out. This is another 4-5 year time horizon with tremendous prospects if things work out. I'm a voice in the wilderness on this one, and I know you have management concerns here. INCY - great company, beaten down. BGEN - earnings are coming along nicely, and some exciting stuff in their pipeline. MLNM - Solid, long-term genomics play. CNTO - real products, recent ReoPro news was great, and I suspect that we will see good synergy between ReopPro and Retavase, both in how they work together and in selling them. PGNS - a Jim Silverman favorite. Again a good product with a decent pipeline and a beaten-down stock. GELX - another Jim selection, for similar reasons to PGNS. AVIR - short term depends on whether they get approval for this flu season or next. AGPH - I think the tracking stock will convince the shorts to run, and will demonstrate to the street that this is cheap. NXTR - another proposed spin-off, with real earnings that the street is currently discounting. I own all of the above, plus some T/FIF-type stocks like BTRN and SIBI, together with some that don't really fit either portfolio, like MOGN and SNAP. I also remain partially hedged, with calls written against the BTK index and a few shorts. Peter