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Biotech / Medical : T/FIF Portfolio -- Ignore unavailable to you. Want to Upgrade?

To: jeffbas who wrote (884)	5/15/1999 2:13:00 PM
From: scaram(o)uche	Read Replies (1) \| Respond to of 1073

Jeffrey: Nope, not really. Just trying to assess the situation myself, looking for a potential entry. It's a component of "dry powder", which indicates (1) a nomination from someone else who is knowledgeable, but also (2) my belief that the research program provides sufficient/potential leverage. I expect VX-478 to return about $30 million/year by 12/2001. It would be very good to have a face-to-face meeting with VRTX right now. Barring that, I'll defer to Miljenko for an informed opinion. Rick