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Biotech / Medical : PARANOID! TIRED OF TALKING TO YOURSELF? LET'S TALK(TTP) -- Ignore unavailable to you. Want to Upgrade?

To: mike head who wrote (202)	12/31/1998 12:34:00 AM
From: scaram(o)uche	Read Replies (1) \| Respond to of 626

Mike: I really don't know about TKTX. A number of opinions have been expressed recently in the VDXX thread, and some of biotech's best investors have declared there that it is fully discounted for epo failure. However.... I invest (wish I hadn't) in Ariad. Pharmacogenomics...... I, too, feel that tons of money is going to flow to this endeavor. We're placing ahahaha bait here, but..... many effective drugs go without, to this day, known targets. "Gene calling" is going to be big business. If you can identify the target for an effective drug, you will often be able to also identify other targets for intervention that are upstream or downstream in a signal or metabolic pathway. I guess that's proteomics, not pharmacogenomics, but I'd put the two in the same room. MLNM went out on a limb and threw huge burn at it and said "hey, we can do that". Now they have gigabucks flowing through the labs every month. They're doing things at the interface of protein separation and NMR that just plain shows the benefits of combining a multidisciplinary team, lots of funding, and management with an expansive sense of urgency. CRGN is very interesting. No, I didn't say "because I have an eight year old son". I said that, due to the fact that I have an eight year old son, I take license to answer any difficult question with "because". Cheers! Rick

To: mike head who wrote (202)	12/31/1998 8:28:00 AM
From: Arthur Radley	Read Replies (1) \| Respond to of 626

Mike, For what it is worth(very little), I've recently added the following biotechs to my portfolio for 1999. I already held TTP and LGND(Added to LGND recently at the 10.25 level) but I've added GLGC(read Rich's comments about gene research on the previous post) and BONZ. I also like ISIP and plan to take a position today if the price is right. And I've added IFMX to give me a database to keep up with all the money I'm going to make with biotechs.(:>) CLPA also looks interesting.