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

To: Larry Liebman who wrote (328)	12/27/1998 1:55:00 AM
From: Larry Liebman	Read Replies (1) \| Respond to of 1073

Richard, any thoughts as to the ARIA discussion in BioCentury 12/21/98?

To: Larry Liebman who wrote (328)	12/27/1998 12:16:00 PM
From: scaram(o)uche	Respond to of 1073

Larry: Yeah, I bought some GENE a couple of weeks ago. Right in the middle of the little "blip", thinking that it had shaken off tax selling. Wrong again. ;-( OSIP..... you just can't go wrong with the investment, unless, of course, you do. Anaderm alone is worth the market cap, and could cause an explosion. ARIA...... arrrrrrrrrrggggggggggghhhhhhhhhh, managed into the ground. Great science. I cut way, way back at a higher price. I didn't sell it all, but I'm not buying more. I believe that this is the second time that you've mentioned ONXX. Miljenko was very impressed with their presentation from ASCO, and I know that some clinicians at UCLA are blown away. However, I have questions for those who have taken a closer look at the company... (1) is there evidence that the results are due to p53 itself, and (2) since Introgen (RPR) and Canji (SGP) also have recombinant adenos expressing p53 in the clinic, what is the degree of patent protection for the project? Patrick Trown, an ex-boss of mine, is V.P. Product Development. He's excellent and almost saved XOMA from their founder's insights, so I'm very, very interested in learning more about the pipeline behind p53. Cheers! Rick