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

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To: scott_jiminez who wrote (7978)	5/30/2000 10:34:00 AM
From: tuck	Read Replies (2) of 9719

Thanks a lot, Scott, Richard, and V1! Especially Scott for that exceptionally clear and helpful reply. Which of course brings a couple more questions to mind. I haven't been able to find anything on BLSI's trial protocols at clinicaltrials.gov, so I don't know how the patient populations are being stratified (might there be another source?). I gather PD patient populations are more homogeneous, thus resulting in fewer extraneous influences on DAT levels, and that the disease doesn't present such a complicated "neurotransmitter profile," as you put it. Would these be the reasons you like Altropane better for PD? V1, you and I both used to have ABSC in our portfolios. I think it's attractive again, with good support in the low 30s. You? Cheers, Tuck

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