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

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To: Vector1 who wrote (8789)5/30/2001 8:39:56 PM
From: Rocketman  Read Replies (1) of 9719
 
Well, the way things looked today, better off sitting tight while the creaming continues. I wasn't implying we should be adding INCY at this time, regretted not adding more when it was in the low teens. They are still losing money, so I don't think are going to get respect for a while yet as losing money just ain't in vogue these days. OSIP worries me just in that its market cap seems pretty high. While it may have some great long term potential, how much upside do you see there being in the near term?

What do you think of Inhale now that the wind is out of their sails do to the safety concerns?

Rman
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