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

To: scaram(o)uche who wrote (67)	8/28/1998 11:37:00 AM
From: Dave K	Respond to of 1073

Agreed. KDUS and SIBIA need to settle, cross-license or whatever this whole 619 issue and focus on chemicals. KDUS has at least met key milestones over last few months (see press releases). There's probably no rush here. My previous contact has left. Previously, she indicated there would be key announcements (MIT HTPS prototype ? etc) going into 1999 and beyond. You're right. Icahn is the rock IMO. He could probably buy the entire float if he wanted to. May be better than the venture cap folks we see exiting 1 year after an IPO. Yeah, Siverman deserves credit. He warned against crappy 2nd/3rd tier small caps many times and focussed on generics. I've had a 79% appreciation evaporate in the last year. A very big ouch !

To: scaram(o)uche who wrote (67)	8/29/1998 11:06:00 AM
From: scaram(o)uche	Respond to of 1073

The ugly week that was........ Franklin Biotechnology Di 18.98 27.28 19.64 -9.1% Franklin Class I: GlHlth 13.80 21.29 14.20 -9.4% AMEX Biotechnology Index. 113.35 -12.3% Dow Jones 30 Industrials. 8,051.68 -5.6% Nasdaq Biotech Index..... 273.32 -9.7%