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

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To: Spekulatius who wrote (7312)	12/16/1999 12:23:00 PM
From: schadenfreude	Read Replies (1) of 9719

If LGND's original platforms are so great, what were they thinking buying another platform in Seragen (fusion proteins)? Resources are being spread too thin. Robinson is more interested in empire building than protecting shareholders from dilution. Wish we could send him back to big pharma where he belongs. Yes, blowups like GLIA are painful, but only temporarily so. GLIA at $8 was a huge buying oppty. I agree that ISIP at $5 and LGND at $9 are not.

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