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

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To: Robert K. who wrote (8006)	6/11/2000 11:56:00 AM
From: scaram(o)uche	Read Replies (1) of 9719

Bob: You've seen this? PDLI got a blindside, and their major argument was not allowed at this proceeding. The replay will be a fresh view, IMO. biz.yahoo.com INCY versus GLGC? No contest, from my view. I have never seen much that was unique in the GLGC business plan, and I did not like Brennan's style. I would describe their current status as largely having derived from a coat tails ride (courtesy of CRA, HGSI, MLNM et al.). However, genomics companies, across the board, put tons of cash in the bank during the frenzy. Some may now get the op to double or triple dip, and, regardless, GLGC has enough cash to be a big player if they make wise decisions. I much prefer INCY, but don't consider it cheap at this MC. Others who contribute to the thread will have a better-informed view. Rick

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