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

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To: Vector1 who wrote (7934)	5/7/2000 12:18:00 PM
From: Spekulatius	Read Replies (2) of 9719

Biochem - I like the progress they have made during the last year. Here are their milestones (taken from the annual report) - Zeffix has disappointed first but is now gaining strong momentum - dOTC came back from a near death experience as a single enantiomer (-) dOTC (Hello Sepracor!) - Niche drug PACIS approved for bladder cancer - BCH-3963 (pain control) and Toxacitabine (cancer)in Phase II - An ambitous recombinant protein vaccine program with the Canadian government kicking in CAN $80M - A stock buyback and new collaborations have reduced dependency from Glaxo/Wellcome - sold the noncore diagnostics and some vaccine operations - investments in genomics ventures pay rich dividends I still think that the Phase II pipeline looks somewhat weak but Biochem clearly has made significant progress in developing its business. I hope this post is not considered a spam :-).

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