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

To: nigel bates who wrote (220)	11/10/1998 6:46:00 PM
From: scaram(o)uche	Read Replies (2) \| Respond to of 1073

Nigel: I was in a hurry to get to my son's school, and I wanted to beat the REGN presentations at AHA. I forgot, however, how much cash we had in "bounce".... sort of ridiculously over-weighted, and not exactly as well-timed as I had hoped for. That's what I get for rushing. I never make mistakes in my real-world portfolio, and I have some property in Florida to sell to you. Also, I hadn't had time to review the earlier suggestions for what to do with the cash. So, double apologies........ for the rush to REGN, and for the apparent arrogance. Since (1) I don't like these companies that actually sell stuff, and (2) Peter is tracking SuzBounce separately (thanks!), I now turn control of the portfolio over to him (if he'll take it!)........ exchange2000.com SUGN, OSIP, REGN and SCIO..... we are heavy in angiogenesis. Rick

To: nigel bates who wrote (220)	11/12/1998 10:35:00 AM
From: scaram(o)uche	Read Replies (1) \| Respond to of 1073

>> Looks like a week of angiogenesis news. << Of course, the biggest news isn't quite what I was expecting..... exchange2000.com Damn, I really wish that ENMD would go away. First they give "it's like a biotech" fodder to the naive generalists, now they taint a sound concept, the inhibition of angiogenesis for cancer therapy. This is what I said yesterday to some friends in email...... "I just finished playing qmakf, ENMD November $30 calls for a quick 2 11/16 to 4 3/4. It should have been 5 1/2 instead of 4 3/4. So, yes, there are options. But...... why ENMD? Angio I agree, but ENMD is so primitive and relatively non-competitive. We discuss OSIP, SUGN, AGPH and REGN often, and these are more leveraged and diversified business plans. Gotta run the kids to their mom's place. Later. I'm considering ENMD puts." Unfortunately, I had not yet bought the puts. ;-( But..... better news..... as all of you already know, except for those who just found this thread while stumbling aroud SI biotech for the first time, Rman had shorted the sucker in VDXXX. Way to go, Dave!