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

To: scaram(o)uche who wrote (681)	3/9/1999 6:36:00 PM
From: LLCF	Respond to of 1073

Informed investors 6th Bay area biotehc forum to be broadcast over the internet by VCall. Starts Sat. 3/15/99 @ 11:30a EST : vcall.com DAK

To: scaram(o)uche who wrote (681)	3/9/1999 10:39:00 PM
From: LLCF	Respond to of 1073

< When someone learns something about who bailed and who purchased> You probably say it but H&Q crossed the PCYC stock... 1.15 million shares at $15. DAK

To: scaram(o)uche who wrote (681)	3/9/1999 11:06:00 PM
From: scaram(o)uche	Read Replies (2) \| Respond to of 1073

Testing, one, two, three....... Testing, one, two, three....... Is this thing live?? These were exchanges of $70 million worth of second-tiers that are doing their best, while loaded with potential block-buster projects, to make it back to third-tier....... companies with serious programs addressing unmet needs. I have no concept of what is going on. I hope that it was a move by someone interested in sector consolidation. I'm not trying to imply that the two companies might be merged, but....... For $230 million in research premium, you buy Antrin, at least two NAALADase inhibitors, Gliadel (non-RPR), NIL-A (non-Amgen), the paclitaxel project, Gd-Tex, about $170 million in cash cushion, and other neat stuff. Nobody seems to care. The entire world has gone nuts.