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Biotech / Medical : Sepracor-Looks very promising
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To: IRWIN JAMES FRANKEL who wrote (4276)3/15/2000 9:59:00 AM
From: Biomaven  Read Replies (1) of 10280
 
Irwin,

long term holdings

Here are some stocks to check out (I own all of these in varying amounts):

MLNM is a great long-term story, but by no means cheap even after the downdraft.

IGEN is cheap and is potentially a good long term story. Near term considerably clouded by the Roche litigation. There's a risk/reward argument for waiting for it to go up some before buying.

I like GZMO and GZTC. Lots of potential sizzle in both.

VRTX and NBIX both have nice pipelines and would be sound long-term picks.

I've personally bought some BMY recently - pharmas looking undervalued to me. In the "not quite pharma" category, AZA and ELN are attractive on a price basis.

I still own some PARS as well. Not in the same long-term category as the above, however.

Peter
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