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

To: scaram(o)uche who wrote (550)	3/26/1999 9:36:00 PM
From: mike head	Read Replies (1) \| Respond to of 4974

While it was a pretty lousy release, I admit (very ambiguous/imprecise}, should one not acknowledge the CEGE press release? Gee, to call VRTX a winner at 9:45am ET {and I'm fond of VRTX}! Oh well... pax et bonum, mch

To: scaram(o)uche who wrote (550)	3/30/1999 10:56:00 AM
From: scaram(o)uche	Read Replies (3) \| Respond to of 4974

some moderately attractive bits of news today..... REGN, SIBI, TGEN..... comments, nominations, etc. welcome. Volume is currently a raging zero for SIBI, so nobody agrees with me. Best news from yesterday, IMO, was also from SIBI.... but, preclinical in this case is nowhere near getting over our hurdle. The CEGE nomination failed to get past the "random integration" question? In the event that SUGN gets carried away by 60 minutes fever, suggest looking at OSIP as an obvious sympathy play? CELG and REGN too? 03/25/99 VRTX, 3-D structure of ribavirin bound to IMPDH 03/10/99 MLNM, clones mahogany, obesity target or lab curiosity? 03/09/99 VRTX, initiates phase I trial with p38 MAP kinase inhibitor 03/08/99 CNTO, sales force leverage, LMW heparin with PNU 03/04/99 AGPH, describes crystal structure for VEGFR2 kinase 03/02/99 INCY, using new chemistry from Amersham Pharmacia, flying 03/01/99 GLIA, finishes single-dose portion of phase I, GT-2331 03/01/99 GILD, NXTR merger 02/26/99 MEDI/Ixsys, MAb alliance, including anti-alpha-v beta-3 02/25/99 ONXX, Bayer select lead compound, ras pathway inhibitor