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Biotech / Medical : VD's Model Portfolio & Discussion Thread
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To: JOEBT1 who wrote (7675)3/6/2000 12:58:00 PM
From: Torben Noerup Nielsen  Read Replies (1) of 9719
 
Joe,

NABI is a favorite of mine. It's extremely well focused and they are managing their cash very well. ELN I like, but I've been trading in and out of it. At the moment, I'm looking at it as one way of playing LGND due to their high stake. I think they'll go for an acquisition at some point. NABI is in Tex's portfolio and he pointed it out to me first.

Thanks, Torben
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