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

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To: Mark Bong who wrote (8673)	3/17/2001 12:56:07 PM
From: Vector1	of 9719

Mark, they are both good value but MLNM is still getting a 3b plus technology valuation and INCY is almost at cash value. Things are getting ridiculous and the model is getting clobbered. I should have sold more in Jan but was busy and stubborn. What a mess. Some unbelievable values out there for the bold. V1

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