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Biotech / Medical : VD's Model Portfolio & Discussion Thread
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To: Vector1 who wrote (812)5/27/1997 1:07:00 AM
From: Vector1   of 9719
 
RMAN,ANDREW, CYTOKINE, BIOWA, LWD and the rest of team VD.
We had a good week while I was gone. The portfolio is well positioned to gain significantly in the next several months. I like CYTO alot and good news will spread as sales of Quad begin to show and analysts catch on. GENZL has a great shot of getting FDA biologic approval and one of these days LGND will announce a major Lepin deal. INCY continues to act like a thoroughbred and Biogen will hit 50 by year end spurred on by continued earnings growth and recognition that their pipeline does not suck. GENZ is solid with a stong base of high margin revenues from Cederzyme and major upside from Seprafilm as many analysts have discounted its importance. AFFX, ISIP and GZTC fall into into the swinging for the fences category. Each is potentially a market leader in an emerging field that could be huge or could be a dud. AFFX could be the INTC of diagnostics or fall prey to patent hell or new superior tchnology. Antisence could be the miracle platform of the 21st century or leave ISIP and their devoted shareholders sobbing over the inability to solve delivery problems. GZTC could make hundreds of millions efficiently manufacturing complex therapuedic protiens in the milk of various farm animals or we could be disappointed that the protiens are not the only things that are reproduced. Obviously I strongly believe AFFX, GZTC and to a lesser degree ISIP(only because I haven't researched it as much) will be home runs but if one of these companies really makes it big it will more than compensate for wipeouts on the other two. Divesification in the biotec game is important. More to come
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