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

To: Mike McFarland who wrote (279)	9/25/1998 6:55:00 PM
From: scaram(o)uche	Read Replies (1) \| Respond to of 4974

>> hmmm, maybe I was a bit wreckless getting into HYSQ? Still, near book value, interesting claims, and there is that Lehman blurb I sited on the Hyseq thread. Any thoughts? << Only that I've considered the same two companies, and that patent claims that seem valuable sometimes are valuable. We have some good molecular biologists and hybridization freaks at SI..... I'd continue to bug them, including Dr. Stringency (Goodhybe). I'm certainly not the person to comment on this area. >> Which of the genomics/bioinformatics companies does BVF own? << Well, AXPH sort of fits. GENE? MCDE is a stretch. George? Any thoughts? >> Ah, so many questions (gosh, I hope that I occasionally ask an intelligent question). << Hey, ask stupid ones and make the rest of us look good. Great way to make friends. >> Molecular Biology of the Cell. At $75 seems pricy, but lots of color pictures, mmmm Mike likes pictures--...what the heck, made $800 trading XOMA this week, I think I'll treat myself;-) << Not exactly light reading. But, if you're inclined, $75 will seem like a nickel some day, in light of profits derived from the insight. Nice to hear that some biofreaks are again making money, Mike. I've been doing great of late with short-term call trading, but I've got tons more work to do to correct post-ASCO damage to my portfolio. Rick