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

To: scaram(o)uche who wrote (160)	10/23/1998 2:02:00 PM
From: Biomaven	Read Replies (1) \| Respond to of 1073

Rick, My problem here is that I don't really have better Bounce-type ideas than GELX, PGNS, CNTO, AGPH. NXTR is really a takeover/value play which may or may not pan out. (My other long-shot takeover play that I recently bought a little of is ITRC, but that isn't really a Bounce-type stock). My only other recent purchases have been a little MTC, which I view as kind of a 6 month play on Cox-2, and a little more PCYC at its depressed levels. Peter

To: scaram(o)uche who wrote (160)	10/24/1998 2:41:00 PM
From: rkrw	Read Replies (1) \| Respond to of 1073

Rick, All I can tell you is that I'm letting the winners ride in my "real" portfolio. I may be apt to take profits on GELX after the RenalGel prelim approval which should occur literally any day. Platform companies may be dirt cheap but those with serious earnings drivers are going to continue to outperform imo. I would not have sold PGNS, its earnings leverage is just hitting first gear. As you posted that I created $24,000 in profits here, how about trusting me and putting a big chunk of that ($15,000?) into DEPO? Ask questions later. RKRW