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Biotech / Medical : VD's Model Portfolio & Discussion Thread -- Ignore unavailable to you. Want to Upgrade?

To: Mike McFarland who wrote (5610)	9/13/1998 12:51:00 AM
From: Rocketman	Read Replies (2) \| Respond to of 9719

I'd love to help you out Mike, but alas the Model has no buying power and I advocate sitting tight until we either see it gain enough to get some or the market tanks us into bankruptcy. When that maintenance number gets above 50% again, hit us with your suggestions again. The Utah Medical stock sounds interesting. Pretty damn low PE. What do they do? Rman

To: Mike McFarland who wrote (5610)	9/13/1998 2:10:00 PM
From: scaram(o)uche	Read Replies (1) \| Respond to of 9719

Mike: >> "Help, my stocks have fallen and they cant get up" << I just returned from a quick Biotech Field Trip to Boston. There's perhaps little to move BTRN prior to the phase II results for 507 in GvH or stuff from the open label psoriasis trial. The "Help, my stocks have fallen and they can't get up" line is perhaps quite appropriate. Interesting company. Science..... biology.... up their wazu. If you win with this investment, you win really big. An $8 company without news, IMO. OTOH, part of a high-risk basket or not to venture in their direction. Had a nice dinner with Suzman and Silverman. MIT, Harvard, Mass General.... Boston is hot. Jim and I visited Repligen, BioTransplant and Millennium. All three are proud to answer the most pointed of questions and to have knowledgeable observers in-house. Jim arranged for a great visit to Millennium. We got a detailed, no-holds-barred tour of Molecular Technology and Proteomics, followed by a grinding, open two hours with the CSO, Pharmaceuticals. Two zinc fingers up. Rick