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To: Mike McFarland who wrote (45)	4/1/1999 12:18:00 PM
From: Mike McFarland	Read Replies (2) \| Respond to of 89

What will get micro biotech stocks moving? A tidal wave of M&A activity... with a dearth of companies available, so room enough for nearly all to come to the party. I am happy to guess, and here is some more of that... Ariad has been orchestrating this depressed share price. With all of this diluting funding they have the funds to start a few clinicals, they probably will this year and this will become a very sexy stock. Wouldn't human clinical trials for gene therapy/regulated production of EPO be something to see. Add a short squeeze and it's off to the races. CNSI, they're funded for rhGGF2, one to hold as trials begin. Curagen, well, let's see who they find for a CEO. Just a dart thrown at bioinformatics, I've said before I could just as easily have bought GLGC. Probably what will happen is I'll eventually find something like INCY leaps, (if they exist. otherwise maybe just far ahead call options) but will have to wait for the market to correct for that. next post CTII GMED (mbio) HYSQ then maybe I'll tackle why I bought NTII SIBI TGEN VMRX