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

To: scaram(o)uche who wrote (231)	11/12/1998 11:31:00 AM
From: Biomaven	Read Replies (1) \| Respond to of 1073

Rick, I've been doing some selling this morning - my remaining ITRC (trial not stopped), ENMD (a day too late), and ARIA (don't like them floorless convertibles). More house cleaning than major selling, as none of these were big holdings. Also sold a few December BTK calls. Biotechs have had quite a run-up these since the beginning of September, and I'm a little concerned that the combination of a little froth (e.g., OXGN) and the GERN and ENMD debacles will hurt the whole sector for a while. Peter