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Biotech / Medical : VD's Model Portfolio & Discussion Thread
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To: scaram(o)uche who wrote (7937)5/7/2000 1:47:00 PM
From: Spekulatius  Read Replies (1) of 9719
 
Thanks for the compliment -
I am shareholder of Biochem since March and just received the annual report.Reading an annual report sometimes helps to keep things in perspective in these fast internet times.
Regarding the VD portfolio stocks, Celgene appears very expensive and overweighted,IMHO.
From the non-VD stocks, I think that our old buddy LGND looks better and better, since the management seems to be more focused on building shareholder value and more conscious about burn.
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