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

To: scaram(o)uche who wrote (398)	1/7/1999 10:18:00 PM
From: Miljenko Zuanic	Respond to of 1073

Thanks Rick. You did ignite me. I will need to pull out my GENE file and refresh memory. GENE sounded reasonable good to me two years ago, and definitely now they have more value, lower capitalization and bargain stock price. I agree with you that bio:bio collaboration will generate results by the same way as single bio have success, but now with better chance. <<I'm worried about sense of urgency.>> Today, this is common problem for sector. Still, investor did forgot that average pharma need more time to develop drug than bio. Only they have a lot of cash to waste (as needed). Cheers, Miljenko

To: scaram(o)uche who wrote (398)	1/7/1999 10:20:00 PM
From: Biotech Jim	Read Replies (1) \| Respond to of 1073

Did I read somewhere in today's postings that Greg Went has left CRGN? Do you have any further information on this assuming that it is true? Thanks. Boy I hope this thread is now done with the clutter from earlier today. That's the main reason I stopped following the LGND thread a while ago, and shorted that stock near the peak of Mount Hype after it hovered around 16 for a while . Too much hype and too much bickering over there!

To: scaram(o)uche who wrote (398)	1/7/1999 11:25:00 PM
From: Steve Lokness	Read Replies (1) \| Respond to of 1073

Rick; re GENE; What ever happened to the Dr. who GENE was bragging about getting and then left suddenly? Started with a S_____ . After he left GENE took such a nosedive, although there may have been no connection. I believe he was just getting started putting together a protein mapping system (similiar to ProNet) and I suspect that that program was discontinued. I have heard that Hennessey is unable to get along with the minds that make these small biotechs go. Steve

To: scaram(o)uche who wrote (398)	1/14/1999 12:47:00 PM
From: BRAVEHEART	Read Replies (2) \| Respond to of 1073

Hi Rick, I agree with your CBST pick. Clearly a long term winner. Not a very sexy biotech. However either way with FDA approval for dapt the stock will move big time. I recently have been looking at ARNX. I have been thinking that if the company gets shot down by the FDA for ATRAGEN. "In late 1998, the Company submitted an NDA for ATRAGEN® (an injectable form of all-trans retinoic acid or tretinoin) for the treatment of patients with acute promyelocytic leukemia for whom therapy with tretinoin is necessary but for whom an intravenous administration is required." it might create a great buying opportunity for a value play on NYOTRAN. "NYOTRAN is Aronex Pharmaceuticals' proprietary injectable formulation of nystatin for the treatment of systemic fungal infections." Of course the best strategy might be to buy 1/3 now and 2/3rds post FDA decision. Thus creating a win win situation... : ) biz.yahoo.com PS: I am just ( as of yesterday ) familarizing myself with ARNX. I am awaiting an investor packet and am currently doing other DD. If anyone is familiar with this company please share what you know ? BEST WISHES LONE WOLF