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

To: James Silverman who wrote (62)	8/27/1998 5:57:00 PM
From: scaram(o)uche	Respond to of 1073

[ low P:B ] We already have NPSP and KDUS (how did they do since we mentioned them?). Another candidate is MBIO, price to book of 1.08. Superantigen deal with National Jewish. Pfizer dropped them hot potato late last year. Enright, Fox and others have split (why?). The phase II CF trials with Glaxo are going sloooooooooooow, results now due at year end. Tons of cash, just tons. Anybody like them?? SIBI...... someday, I'm either going to be correct or broke. Ugly. OK, in the portfolio..... SIBI, OSIP, BTRN, XNVAY, ARIA, smidge of MOGN. Under consideration...... NPSP, KDUS, ARQL and MBIO. Others? Comments? Been busy as heck for a few days..... will review some of the really good new posts, particularly regarding OSIP, this evening.