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

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To: Rocketman who wrote (8788)	5/29/2001 12:08:48 AM
From: Vector1	Read Replies (2) of 9719

Rman, we have added more INCY an number of times. Its the second largest position by cost. OSIP has the best of the new cancer drugs. I do not like AMGN at its current market cap and we have run PDLI hard in the past. V1

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