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

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To: Spekulatius who wrote (7941)	5/8/2000 11:43:00 PM
From: Vector1	Read Replies (2) of 9719

Spec. Thanks for the info on Biochem. Lot's to look at. I think Robinson at LGND is more interested in empire building than shareholder value. Of course I am a former shareholder who lost money on the stock. Yes CELG is overweighted but why do you think the valuation is too high. I beleive Thalomid will be a $400m oncology drug and with Novartis behind them Attendade will dominate the Ritalin market. IMO Greenspan will either raise 25bps or will raise 50bps and signal no more increases. V1

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