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

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To: Vector1 who wrote (9109)	1/15/2002 9:31:38 PM
From: Spekulatius	Read Replies (1) of 9719

<<I am thinking about two stocks, KDUS and IGEN. Would be interested in any and all opinions. >> I'd add MLNM and MEDX. These are "must haves" for biotech investors. MLNM is cheap considering the leverage of their 500M$ in R&D (2002) compared to the market cap of 6B$ (with CORR). This compares very favorable with for example BMY, which is putting 2.3B$ in R&D and commands a market cap of 95B$. MEDX racks up deal after deal and builds a diverse pipeline with low cash burn. VD never owned the antibody companies ABGX or MEDX. Why? KDUS is a typical net-net play where the intrinsic value of its assets appear to be higher than the market cap. However, until the cash can find a good use, the upside for KDUS stock is limited, IMO. IGEN is certainly an interesting stock given the latest ruling versus Roche, but I never liked litigation driven stocks, so I am biased.

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