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Biotech / Medical : VD's Model Portfolio & Discussion Thread
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To: Cytokine1 who wrote (8229)9/15/2000 8:30:17 AM
From: Biotech Jim  Read Replies (2) of 9719
 
C and V-

I would like to suggest that you look into two companies that may be suitable for the portfolio. These are picks and shovels types of companies, and they are DGEN and LEXG. Both have solid technology. I realize that most of the portfolio companies are drug discovery companies and/or get downstream royalties on any marketed products. These are somewhat different in that regard.

BJ
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