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I'm new to this board, but started looking at it because my next investment is going to be in the area of biotech and was interested to see what other doctors were intrigued by. It was by doing my early DD that I discovered that Tamiflu is marketed and distributed by Roche, but was developed by Gilean (GILD) pharmaceuticals. Roche, although technically a public company is largely privately owned and the float is extremely small and expensive (I hear each share is in the 10's of 1000's of dollars). So essentially, you can't get any. Gilean is publicly traded and has a pipeline of other interesting drugs for treatment of flu, HIV and HepB. I don't know enough about the fundamentals to recommend for or against it. I would welcome other opinions.

As for relenza, I'm not sure who makes/markets it at all. I have never used it but have spoken to an ER doc/GP who says that it's being used fairly extensively and with moderately good success.

I'm also looking at a company called Viropharma (VPHM) which has a drug called Pleconaril for treating the common cold and viral meningitis in the pipeline. It is expected to get FDA approval for the meningitis indication late 2000 and for the common cold in 2001.

Other neat biotechs: Biomira (BIOM on Nasdaq, BRA on the TSE - full disclosure: I'm Canadian and interested in cross-listed stocks) which is testing cancer vaccines for breast and lung cancer, Synsorb (SYB on the TSE) which is developing drugs to treat HUS in children and C Diff diarrhea, Hemosol (HML on the TSE) which is in late Phase III testing of a blood product alternative I believe).

I'm also very interested in companies involved in genomics/bioinformatics: Celera (CRA), Affymetrix (AFFX), Human Genome Sciences (HGSI) and Milennium (MLNM I think). Again, I'd love to get others' opinions on some of these stocks/industries, as I'm looking to jump into 1 or 2 in the next few weeks.


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