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

To: scaram(o)uche who wrote (899)	5/23/1999 2:57:00 PM
From: JOEBT1	Respond to of 1073

Richard--I want to thank you for calling BTRN and OSIP to my attention--have a very nice return and continue to hold. IMO TTP will be in the doldrums for more than a year. There won't be any data on their cancer trials for at least a year and data on the Novartis trial is 1 1/2 years away. Their warrants expire, I believe in Jan, 2001 with exercise at 6--probably expire worthless eliminating dilution. They may find a partner for their cancer drugs thus alleviating their financial problem. Any way my target is to look at purchase a year from now. Continue to be high on IMGN and IMCL( which has appreciated nicely). I have very mixed feelings about PDLI(bought and sold) and SEPR(sold). SEPR may hit another air pocket if SHP extends patent life on Claritin. Per your continuing education I'm tracking SIBI but have not nibbled. Also hanging in with LGND which is slowly gaining strength.