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

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To: Vector1 who wrote (7397)	1/5/2000 12:47:00 AM
From: Spekulatius	Read Replies (1) of 9719

Winners for Y2K - Transkaryotic Therapies, Vertex, Gliatech I looked at TKTX recently, and I think that the shares represent a reasonable value in the low 30's. Erythropoietin looks like it could be a blockbuster. I also like their 132M$ financing deal for 40$ /share. This gives them about 200M$ cash to work with. I just like it when somebody else pays more for the shares than I do; with biotechs, its mostly the other way round. Genetherapie seems out of fashion right now, but this could change quickly with a major success in clinical trials. I would also like to buy into VRTX at less than 30$ /share. Their development pipeline just keeps on getting fatter and still ample cash in the bank... After the FDA debacle, GLIA looks very very undervalued to me at 17$/share. The value of their Non-Adcon pipeline slowly unfolds...

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