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

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To: Vector1 who wrote (7668)	3/5/2000 10:36:00 PM
From: LLCF	Read Replies (1) of 9719

I don't know about NABI, but if it's relatively cheap I'd recommend ejecting INCY and possibly CELG to buy NABI & more CGPI which also seems relatively cheap and hopefully therefore safer. I can't see how those valuations are justified [esp. INCY... I don't know about possible 'T' sales, although I keep getting reminded what a crowded field cancer is] at this level without going a long way out. RMAN?? I heard Miljenko pondering shorting a stock or two I believe... shorting CRA too risky against that INCY perhaps? DAK PS... I sold my last CELG as it blasted through 100 and my last INCY in the mid-100's although I was lucky enough to discover a few hundred in various family accounts I manage to blast out in the mid 2's.

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