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To: Mike McFarland who wrote (46)	4/1/1999 12:45:00 PM
From: Mike McFarland	Respond to of 89

CTII--CytoTherapeutics (encapsulated cell and stem cell area) A very "sexy" area indeed, this is the type of stock that will absolutely fly on a news event, the traders seem to know the symbol, and somebody had it as their pick for the year--some traders newsletter. At one point I had loaded up on quite a few shares...since then I came to my senses and pared things back to sort of an averaged-sized position for me of just a fewK of shares. GMED which has merged with Megabios seems to jumped through the necessary hoops to survive for awhile. Fits in with my gene therapy angle. The new company will be called Valentis. Hyseq-just a dart. Hey, I'm a gambler. Oh I've read the Yahoo and SI threads, but I really don't know very much about the DNA chip business. Seems like it will be a very exciting area in the years ahead...could have just bought affx, but that would not be in my character to go for something obvious (and perhaps fairly priced). Hyseq, with its partner, PE Corporation (formerly known as The Perkin-Elmer Corporation) offers the only universal sequencing chip through their HyChip(TM) Early Access Program. Information about Hyseq is available on the WWW at hyseq.com

To: Mike McFarland who wrote (46)	4/1/1999 3:38:00 PM
From: Mike McFarland	Read Replies (1) \| Respond to of 89

NTII SIBI TGEN VMRX NTI has been covered on the thread, many repeated posts, and a very good summary of a chat with the ceo is there. Sibia also has a lot of good posts in the thread, I re-read them recently...plus a few good press releases of late. I have a few neuros in the "portfolio", sibi is probably the best of the bunch, but again, that is just the flavor I get from reading everything-- I have no freakin' idea about any of the science. TGEN is a gene therapy stock--I hope to see it get some good press with the upcoming BIO '99 conference here in Seattle. I guess I am overweight that subsector--With Ariad, GMED/MBIO. VMRX was a choice between Aastrom and that-- I flipped a coin (really, I did!).