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Biotech / Medical : VD's Model Portfolio & Discussion Thread -- Ignore unavailable to you. Want to Upgrade?

To: Vector1 who wrote (6001)	11/20/1998 9:57:00 PM
From: Rocketman	Respond to of 9719

Good to see you got your powers of communication back. I wondered about the SEPR sale, but since it had gone up in the early AM and seemed to have peaked, I figured what the hell, lock in the profit. We can always buy it back. My guess is that it goes back down soon too. Interesting couple of days for ICOS too. I thought we should have shorted it after its Gates 13+% ownership revelation, but wasn't sitting on the trigger when I needed to be. Sounds like we should just sit on AGPH and not put a sale price in at this point. I sure would love to see the bio IPO market come back. I'm going to eat dinner. I've been typing on a grant proposal I'm writing for a med device co. I'm consulting to, so I'm tired of staring at a CRT and banging my fingers. BBQ'd up a bunch of Ditmer's Cajon Pork Steaks last night, man are they good, fiery and flavorful. I've been fighting the urge to snack on them all day long. Enjoy the Big Apple and have some fun with the Eastern kids. Later, Rman

To: Vector1 who wrote (6001)	11/23/1998 12:36:00 PM
From: David Cathcart	Read Replies (1) \| Respond to of 9719

MOGN is continuing it upward move on solid volume. It hit double figures today for the first time in months, though it is now trading around 9 7/8. Last week's news release regarding the beginning of the phase II trial for pancreatic cancer started this move. They will announce the beginning of the ovarian cancer phase II trial before the end of the year. I know that MOGN was purchased in this portfolio primarily because of the promise of Salagen. MGI 114 seems to be upstaging it now though. I found the pancreatic cancer phase II trial news release very positive. Anyone care to comment on this news and any caveats? David