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Biotech / Medical : VD's Model Portfolio & Discussion Thread
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To: Vector1 who wrote (8819)6/20/2001 6:42:33 PM
From: Gary L. Kepler  Read Replies (1) of 9719
 
V1, long time no talk, hope all is well! The portfolio seems to be recovering nicely from the lows of last Spring.

Might CALP be a better buy than AFFX? We know of one very satisfied customer (MLNM) and perhaps their solution provides much lower cost and quicker turnaround. Perhaps someone (CALP, INCY or other) is eating away at AFFX market share contributing to the AFFX weakness?

But then again as a layperson, maybe I have the technologies all confused?
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