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Biotech / Medical : Biotechnology Value Fund, L.P. -- Ignore unavailable to you. Want to Upgrade?

To: Jorgen Jensen who wrote (457)	3/2/1999 10:03:00 AM
From: scaram(o)uche	Read Replies (2) \| Respond to of 4974

We had three nominations, plus Mike's interesting journalistic piece (thanks, Mike). So.... may as well go back to 99 votes, as 99 is as good as one for tie-breaking...... GLIA, 51 votes GILD, 50 votes LGND, 1 vote rationale..... NXTR will be tied to a huge organization, tied to PMPA, flu, etc. The deal is just plain brilliant, IMO, and definitely meets the "will impact the future of the sector" measure. However, the leverage in the business plan is somewhat limited by commitments to existing, low-revenue products. LGND is tied to Robinson, and the brilliant science therefore benefits the pharma sector more than the biotech sector. GLIA..... oooomph behind the business plan and first to clinic for a new target. New targets are not often defined, and 24 hour dosing through the single-dose portion of a phase I is nice news. To date..... GLIA MEDI/Ixsys ONXX