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Biotech / Medical : T/FIF Portfolio

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To: LLCF who wrote (1039)7/9/1999 12:55:00 AM
From: Pseudo Biologist  Read Replies (2) of 1073
 
Re, <<don't understand the INCY move>> Sure, we can go over how the difference in business plans, and the leverage thereof, favor today those who take the risks figuring out the biology and taking the molecules themselves further into development. But, people went over this in hours if not minutes? Give me a break. I think your original explanation, just sell INCY to get me some HGS, is the soundest I've heard.

Now, I'll try to read the paper to see what all the fuzz is about. Where is Harmon when one needs him? -g-

PB
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