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Biotech / Medical : Monsanto Co. -- Ignore unavailable to you. Want to Upgrade?

To: Anthony Wong who wrote (768)	12/14/1998 1:52:00 AM
From: chirodoc	Respond to of 2539

shah is a sharp guy glad to hear he is on our side i am not going to sell my pfe, lly or sepr even if he thinks they are overvalued but i did quad my mtc position on the sell off since my average price is probably mid 30's--60 bucks would suit me just fine even then that ain't nothing compared to a few years from now once the ag business is exploding curtis

To: Anthony Wong who wrote (768)	12/14/1998 7:42:00 AM
From: John F Beule	Read Replies (2) \| Respond to of 2539

From Bloomberg: Biomatrix Inc. (BXM): The maker of Synvisc -- a treatment for osteoarthritis of the knee -- may see sales threatened by a new class of treatment called Cox-2 inhibitors, while doctors are divided over Synvisc's value, Barron's reported over the weekend. Biomatrix founder and Chief Executive Endre Balazs called Cox-2 inhibitors ''superaspirins.'' Biomatrix rose 1 1/8 to 46 1/8.

To: Anthony Wong who wrote (768)	12/14/1998 10:20:00 AM
From: jopawa	Read Replies (1) \| Respond to of 2539

Anthony, I saw the interview also, and he essentially made both the case that you made as far as MTC being the next WLA, and my case for once for sale always for sale. Also, he reiterated what I said about MRK, PFE being fabulous companies but more downside risk than upside potential. MTC has the upside. We'll see. John

To: Anthony Wong who wrote (768)	12/16/1998 11:10:00 PM
From: jopawa	Read Replies (1) \| Respond to of 2539

Anthony, My trading profits have allowed me more flexibilty for my "long term" positions. Added another 100 today at 41, looking for MTC to be the next WLA as you and Hemant Shah <gg> have indicated! Actually, I think the outlook for MTC 3 years plus out is unparalleled. If you combine the Searle prospects with the agri-biotech prospects (my original thesis for investing), no company compares. This is a Rip Van Winkle stock, wake up in 5 years and count your profits. John