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To: Scott H. Davis who wrote (357)2/3/1999 12:27:00 AM
From: Steve Lokness  Read Replies (1) | Respond to of 613
 
I don't know about others, but I'm a real believer in pharmacogenomics as well as a true believer in AXPH. AXPH believes they can become king of the biotechs and I believe as long as Walker remains at the helm that it could happen. Share price was creamed when AXPH picked up SQNA, but todays news looks to be just one of the positives that SQNA brought to the merger.

Looks like a win win for AXPH. They get upfront license fee, lots of "stuff" from PPDI and a majority ownership plus PPDI provides financing! Wow! You have to assume that AXPH is also in first position to take advantage of information as it develops. Talk about your undervalued companies!

Are there comments as to how the AXPH pharmacogenomics business might stack up against GLGC and CRGN?

Steve



To: Scott H. Davis who wrote (357)2/3/1999 1:24:00 AM
From: Mike McFarland  Read Replies (1) | Respond to of 613
 
NOO!, not more symbols to add to the genomics list?!
Too many to keep track of already, although Progenitor
is gone now at least...but that is old news.

I wrote a little summary on only the price action
in a few of the genomics stocks for the traderJ
thread--I have not doing much trading of late, but
I lurk there some of the time.
techstocks.com

re Gene Logic
It was nice to find three brokerage house reports
on glgc in the package which came from the company
--these guys have not done too well, they all came
out with their buys above $7--then watched glgc
go to $3 last fall, and only recently rise back
to prices seen last summer. Since the stock has
doubled since last fall maybe the profit taking
will continue a bit longer--and I see the ranking
by analysts has fallen from 1.8 to 2.0 (0,5,0,0,0)
--today was a bit weak, and I wonder what the
large block near the close was all about.

Anyway, as far as GLGC for a bioinformatics pick,
I have not yet seen anything to scare me off at
all, and I understand pretty much what the company
is all about now--my notes from the vcall tape
even make sense now!

Cancer vaccine subthread:
Didn't we indentify BIOMF as something to look
at on this thread recently? Posts 183, 192 and
195 have references to Biomira..a shame it ran
from 3 1/2 to 5 without me--did anybody else
get some?

--Mike