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Strategies & Market Trends : Anthony @ Equity Investigations, Dear Anthony, -- Ignore unavailable to you. Want to Upgrade?

To: Anthony@Pacific who wrote (19391)	3/10/1999 8:32:00 PM
From: rogermci®	Read Replies (1) \| Respond to of 122087

HYPE ALERT....It's early but ZD is starting to respond to the coming IPO around end of March of ZDnet: Message 8252273 I will keep abreast of the situation. roger

To: Anthony@Pacific who wrote (19391)	3/10/1999 8:34:00 PM
From: timers	Respond to of 122087

Well, don't get me wrong, I'm long a bunch....got more after mkt. I'm just mulling over a trading strategy, and am trying to predict a selloff, where I can get back in lower. I think it is inevitable at some point. Phase 3's a long time, and tomorrow is stampede time. Long term it won't matter if someone doesn't want to trade it, which is who will be flocking to it tomorrow...long termers. Traders may be able to capitalize on this spike. But what do I know. I WAS born---the day B4 yesterday!!!LOL

To: Anthony@Pacific who wrote (19391)	3/10/1999 9:35:00 PM
From: Zaphod	Read Replies (3) \| Respond to of 122087

IMCL: Interesting find from the Yahoo message board - **************** Interview by: bocamp1 723 of 800 Chief Ex. Sam Waksal interview with Federal Filings Business News: "We are going to market next year with a blockbuster drug and I believe that is a critical separation point from a host of other companies." Compares imclone's cancer drug with Genentech's Herceptin, which generated 30 million in sales in first 3 months. "We have seen with Genentech what a monoclonal antibody can do. The plan with C225 is to complete a number of pivotal studies this year. We are going to look at patients who are failing platinum and one other chemotherapy drug. We add C225 and if we get a 20% response rate, we plan on going towards registration. We think we can complete that study this year and that would give us the ability to get on the market next year with this drug. While we may get approval initially for a failed patient population, all of the other studies we are doing are first line approaches to therapy." Vector Sec.'s Bob Toth predicts that c225 will generate revs of 87 million, 223 million and 290 million in 2001-2003. Waksal is most proud of THIS "We kept all North American rights for our shareholders-we did not license it to someone else." (Merck will sell it in Europe and Japan) "The Merck deal was an unbelievable deal for us.. a very important one from a finance part of point of view." "BEC-2 is in Phase III study right now for limited disease." Goes on to say that BEC-2 is for treatment of small cell lung cancer. "Drug could be on market sometime in 2002." "Overall, what the street does not realize is how near term a lot of programs are or the dramatic market size for these drugs." Posted: Mar 3 1999 8:36PM EST as a reply to: Msg 1 by YahooFinance **************** Not having a subscription to fedfil.com , I could not verify the accuracy of the Yahoo post. I reformatted the original post somewhat to make it easier to read. I have no position long or short on IMCL... yet. Will sit this one out - even though it is tempting to chase it (learned long ago to avoid that temptation). Maybe when it settles into a new trading range I'll buy some as a long term investment.