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Biotech / Medical : VD's Model Portfolio & Discussion Thread

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To: Aron Rosenthal who wrote (5328)	7/15/1998 8:27:00 PM
From: Andreas Helke	of 9719

Anika doubled in less then 5 months and now got up seriously 5 days in a row. It was seriously overbought and about everyone expected some profit taking. Once the profit taking started there was little reason to buy today. At least one knowledgeable investor on the Yahoo message board expects the rally to continue after testing support at $16.25 For anyone invested or interested in Anika the Yahoo board is a must read. messages.yahoo.com Take care that you don't confuse GENZ the stock of Genzyme General with GENZL the tracking stock for Genzymes tissue repair business. GENZ is profitable with very reliable revenue growth and probably undervalued. GENZL is not yet profitable. First profits are expected for FY 2000. Those profits should be high enough to make GENZL very seriously undervalued today. I don't follow ABT closely enough to have any opinion. ARIA is living at the periphery of my watch list. So far I have not yet managed to buy shares. Maybe I should take a closer look again. Andreas

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