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

To: scaram(o)uche who wrote (260)	8/28/1998 2:41:00 AM
From: aknahow	Read Replies (2) \| Respond to of 4974

Rick, this perhaps is not the proper forum but while I understand the lament about biotech stocks I am unable to understand why you do not believe the F.D.A. insistence on determination of drug efficiency as well as safety is not one of the major causes of the decline in this industry sector. What do you see as the solution to reducing the cost of clinical trials? How will biotechs raise capital in a bear or even non bull market?

To: scaram(o)uche who wrote (260)	8/28/1998 3:02:00 PM
From: scaram(o)uche	Respond to of 4974

Just a quick note.... I'd like this to be clear........I don't regard the phase II for Parkinson's (1508Y) or the phase I (palliative, 1553A) for Alzheimer's as anything other than crap shoots. If I had to order projects according to my enthusiasm, it would be...... VGCC-pain, BMY, Novartis-epilepsy, 1508Y, caspase, 1553A, Novartis-stroke/other, and VGCC-stroke (Lilly, if alive). But, since I consider VGCC-pain alone to be worth more than the current market cap....... since I consider the Novartis project alone to be worth more than the current market cap...... since I consider the patents and screening technology alone to be worth more than the current market cap, and...... since I consider the BMY (Alzheimer's, Abeta inhibitors) project alone to be worth more than the current market cap, does it matter that the AChR projects are crap shoots?? That's all I'm going to say about SIBI, or, if I do have further venting to do, I'll do it in the SIBI thread. Don't want to sound like I'm hyping. Wanted to emphasize that I'm not strong in neuro, and that I don't know what to expect from 1508Y and 1553A.