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

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To: Rocketman who started this subject	4/4/2001 8:39:37 AM
From: Harold Engstrom	Read Replies (2) of 9719

Despite recent performance, the portfolio looks very good right now. Most companies have tremendous upside and the downside for many is limited by their strong financial position. INCY, PRCS, SEPR and MLNM have loads of cash. PRCS, SEPR and MLNM have good pipelines and pending (I hope) approvals. INCY had revenues of $200MM last year, has a market cap of $800MM, and has almost $600MM in cash: pretty good metrics. I saw The Patriot last weekend: "Stay the course!"

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