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Biotech / Medical : VD's Model Portfolio & Discussion Thread -- Ignore unavailable to you. Want to Upgrade?

To: Rocketman who wrote (6613)	4/22/1999 11:11:00 PM
From: John Zwiener	Respond to of 9719

This company has very interesting prospects,,, CAMH or Cambridge Heart appears to have an extremely powerful test to determine cardiac patients at risk for sudden death. This link and the next two after, give a good summary.http://messages.yahoo.com/bbs?action=m&mid=117&tid=camh&sid=7076657&board=7076657 A recent study has upped the relative risk to 14 from 11, if one has alternans waves, just to update that post. The stock price has languished after FDA approval, maybe because some are waiting till the financing and distribution agreements are finished up over the next month or two. This test is powerful enough and has a definite need, so it should be able to succeed. The company only has a market cap of less than 70-80 million and should have no trouble raising more money. Medronic and Guidant will end up benefitting quite a bit since this test will find those cardiac patients that need an implantable cardioverter defibrilator or ICD. These two companies will probably end up playing a roll in helping CAMH succeed. By the way, still like Igen and Sepracor. Igen has made a lot of progress, but is still stuck around mid twenties. May be ready to move within a couple of quarters. Looking for your opinions. Thanks.

To: Rocketman who wrote (6613)	4/22/1999 11:26:00 PM
From: scaram(o)uche	Respond to of 9719

George: I take the fifth. You'd need to look at the claim language from Celltech/MRC and PDLI and compare it to that issued to XOMA. That's more than I'm willing to bite off. A starting place would be to call the MRC Collaborative Centre and/or PDLI and ask for feedback. You could probably get it relatively soon from PDLI if you bought a couple of shares (so that you could honestly represent yourself as a concerned shareholder). You'll probably get a GOOD overview if you find a MorphoSys website, if one exists, and bug them until they want you to go away. You could also ask Mitch at IMGN. He's an expert on everything, in his own world. Rick

To: Rocketman who wrote (6613)	4/26/1999 1:00:00 AM
From: Gary L. Kepler	Read Replies (2) \| Respond to of 9719

Sure has been quite lately on this thread without V1's active participation. Getting nervous yet on the ICOS short? You were never real clear on what was to be the catalyst to bring down ICOS' price. Were you expecting an offering that would dilute existing shareholders? Also now that GSII is not going to get treble damages, is it time to move on or do you think a significant increase in price will still occur by Nov. perhaps? Finally, when do you think the INCY lawsuit will get sorted out? Sometimes lawsuits can drag on two years or much more as court dates keep getting pushed out into the future. What will it take to get INCYs price to finally bottom and start to turn up? Do you really think that they will cut expense next year and return to profitability? Your views are always most educational and appreciated. TIA