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Biotech / Medical : VD's Model Portfolio & Discussion Thread
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To: Vector1 who wrote (6626)4/29/1999 12:33:00 AM
From: Gary L. Kepler   of 9719
 
V1, thanks for the update! Hopefully, you are raking it in so that you can bottom fish the biotechs while they are out of favor.

Perhaps we need a major correction to cause money to rotate out of the internuts. Then some favorable progress on clinicals, instead of all the bad news, and maybe biotech will be off an running by the fall.

I litened up a little on ICOS but no way would I have the confidence to short it. SEPR seems to be strongly positioned if one has confidence in their management. They seem to have executed well so far. Another buying opportunity may soon present itself.

On INCY, which I have been steadily accumulating for the potential drug royalties in 2005 and beyond, what near term news might one expect other than a legal settlement. In other words, it has been like a slowly falling knife. Whats going to cause it to bottom? If the sequencing is completed by year end, are they going to shed a lot of expense to get back to profitability? I doubt it. Can they really charge that much more for their database screening? There can't be that many more customers among the majors particularly if there are consolidations. Is it time for INCY to start thinking of starting trials for drug development?

Perhaps Dave can expand some on these areas for the threads benefit.
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