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Biotech / Medical : VD's Model Portfolio & Discussion Thread
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To: Vector1 who wrote (8981)10/25/2001 3:15:57 PM
From: Gary L. Kepler  Read Replies (1) of 9719
 
Thanks V1,

I have a full position in AFFX and may add more CALP. I like the idea of biochips because the sales are like blades to razors (widespread and repeating with strong lock-in).

Are there other promising biochip companies that I should have a position in using a basket approach (overtime selling the losers and concentrating on the winners)?

Previously, I had lightened up on INCY but still retain a core holding hoping for a future royalty stream. From INCY's announcement, does it mean they are pulling out of the biochip business?

As always, TIA
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