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Biotech / Medical : Amgen Inc. (AMGN) -- Ignore unavailable to you. Want to Upgrade?

To: JohnP who wrote (652)	10/22/1998 11:21:00 PM
From: FNS	Respond to of 1906

JohnP: Offtopic: Good job on the CNTO calls. I should have gotten out at 43-44 but seem to have married the stock. I hope it can hold and base in the 38 range for another attempt at the 44 level. <<Look for GENZL to make a move in late Jan or early February to the 7 1/2 - 8 range. We'll see if I can get another one right.>> Was in it about 2 years ago for same reason...got killed. (Having had 3 medial meniscus operations in the last 15 years-blew it ski racing and subsequently the jogging caught up to me! You can see why the cartilage idea interested me!) Jumped into AGPH the other day (chart looks great) and hold some CYPB (bought high at 3 5/8). Should do ok once FDA approval on prosorba procedure. Good luck with GENZL... FNS

To: JohnP who wrote (652)	10/23/1998 9:54:00 AM
From: Machaon	Read Replies (1) \| Respond to of 1906

Off Topic: << I have taken the Carticel implantation course in Cambridge MA and feel this procedure has a lot of promise for certain articular cartilage defects. >> Do you have any views on why the Carticel growth rate isn't higher? Genzyme Tissue estimates that there are about 95,000 annual cartilage injuries to femur articular cartilage, and another 20,000 to 30,000 patients, per year, that have failures from other procedures. Genzyme performed 209 US procedures in the 3rd quarter, or about 0.2% of the total annual potential. TIA, Bob