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

To: Miljenko Zuanic who wrote (614)	4/19/1999 9:09:00 PM
From: scaram(o)uche	Respond to of 4974

[ flag ] Updating..... for newcomers, the original intent of this thread was to follow the investments and methods of Mark Lampert. He's gotten killed down in dead-money land (biotech's second- and third-tiers), and, while we're waiting for Lampert to become the world's most famous money manager, we're keeping a list of news items. The intent is to find news items that have the potential to make a significant, positive impact on the future of the biotech sector. Note that the thread never has had anything to do with picking "value" stocks. The intent has been to find "value" as practiced by Lampert, to construct a basket of biotech home run swings. The news selections will include true "value" plays and home run shots, as I believe that home run shots are what made our sector in the first place (insulin, human growth factor, epo, etc.). This thread is open to biotech investors of any faith. updating...... 04/15/99 CELG, orphan drug status, thalidomide for Crohn's 04/14/99 SUGN, begins phase I, SU6668, broad-spectrum tk inhibitor 04/11/99 BCHE, additional e-antigen seroconversion for HBV, 3TC 04/07/99 NBIX, completes dose-escalating phase I for GABA(A)r agonist 03/30/99 REGN, PG starts phase I, CNTF for obesity, Type II diabetes 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 selects lead compound, ras pathway inhibitor I left out the CNTO/stroke results, as I felt that the phase II data just wasn't sufficiently powered. I'd love to include it, but..... no. Still willing to be convinced, however! I will "flag" messages that have the updated list, so that I can readily find them again.