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Biotech / Medical : VD's Model Portfolio & Discussion Thread
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To: Cytokine1 who wrote (4236)3/5/1998 4:55:00 PM
From: Vector1  Read Replies (1) of 9719
 
Cyto and Rocket,
lets sell 1015 shares of GENZL reducing our positon in that stock. I haven't given up on it yet and the big ramp may still be a q or 2 away as new docs are continually being trained in the technique.
Yes we are overweighed in LGND. That is consistent with my PA and is an expression of my strong belief in that company. If we get another jump to 17 in the short term I would trim the position slightly. Glad INTC is not in the model. Unfortunately it is prominently in my PA.
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