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

To: nigel bates who wrote (619)	4/20/1999 5:01:00 PM
From: scaram(o)uche	Respond to of 4974

Urrrrrggggghhhhh...... I've declared a moratorium on further comments about von Dumpster. unnnnnnnnggggggghhhhhhhh.......... His belief is that a lot of the pharmaceuticals will be running out of products soon and biotechs will be well positioned, either for mergers or alliances as the drug stocks start to sniff around the industry. He points out the recent Warner Lambert (NYSE:WLA - news) acquisition of Agouron Pharmaceuticals. See? He bends stuff to sound good, without putting an honest face forward. At an Informed Investors forum, 7/26/98, he clearly said that he (1) sold AGPH and (2) was loading up on VRTX due to the imminent introduction of their "second or third generation protease inhibitor". How about "remarkably slow first generation"? If you go through the AGPH thread, you will find further commentary, from another in attendance at the meeting, regarding his AGPH position. exchange2000.com exchange2000.com Of course, his comments were related by a reporter. Maybe he said "I did not recognize, despite guidance in the thread at SI, that AGPH was going to be sold for a huge premium relative to the price that I sold/shorted at", and the reporter just failed to indicate such. >> manager of the $75 million Franklin Biotechnology Discovery Fund << His fund seems to be shrinking? >> He's not interested in the company that says it's found a cure for cancer in 1,000 mice, but rather he looks for a company that says it's found a cure in 1,000 humans. << Yup, that's the way to make big money in biotech. Tell me, Kurt baby, how many of those companies have you found? The ones that have cured cancer in 1,000 humans? How the heck did we ever end up with this guy as a spokesman for how to invest in the sector? Who at Franklin Templeton hired him and why? >> von Emster thinks within the next five years the sector will explode << Gee, that's brave.