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Politics : Ask Michael Burke -- Ignore unavailable to you. Want to Upgrade?

To: Knighty Tin who wrote (44406)	1/24/1999 10:04:00 AM
From: wlheatmoon	Respond to of 132070

MB, Thanks. Will keep VICL and INCY on the radar screen for a little lunch money. mike

To: Knighty Tin who wrote (44406)	2/4/1999 7:03:00 PM
From: Mike McFarland	Read Replies (2) \| Respond to of 132070

Well did you get any Incyte on that dip? I tell ya, you've got to be quick...I know I was not quick enough. I like Incyte under $25, preferably around $22 Vical huh...any thoughts about Ariad...or better, do you have any opinion on what the heck is going on with this Aventis? (Hoechst and Rhone-Poulenc). It seemed to me the choices if you were looking for an angle on aav and gene therapy were cege (which I traded away too soon) avgn--(did the same thing and got out too soon), tgen (sold some on that pop a week or two ago at 2.5) or Ariad...which of course I like the best but have not been able to net a gain on. I'm thinking I might buy more soon, but Rick really has made an awful lot of comments about poor management, and the convertible sucked too. But I really like it--so much so that I reserve 1000 shares to never never ever sell. But I sure would like to know what Aventis is doing versus what the Hoechst-Ariad genomics center is doing. note--Aventis went to Nanogen for some work, and ngen has been flying of late on milestone news. Hoechst-Ariad is with Pangea and affx as far as I can tell--if you were going to buy anything else besides incy, what would it be in the bioinfomatics arena? Curagen? Gene Logic? Gamble on Hyseq? There are just too damn many I think sometimes. If you're curious...I'm long ctii, cnsi, and ntii mainly right now, so if you don't want to answer you can just call me nuts! Hey, I'm two thirds cash, so I'm not too fargone, heheh. --MM