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

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To: Vector1 who wrote (8004)6/11/2000 8:28:00 AM
From: Robert K.  Read Replies (2) of 9719
 
Sorry to barge in here but I need a little help. I have positions in both incy and glgc. Can I get some input from the group on the similarities/contrasts of both? I have all the basic info on the differences. How key is genomics vs gene expression vs protein expression? What is the inherent "must have" technology/company. Again, I am primarily interested in incy vs glgc pro's/cons/prospects.
Also interested in other pure plays. I hope to obtain several broad opinions here. Thanks in advance.
btw-yes rick , still in x
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