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Biotech / Medical : VD's Model Portfolio & Discussion Thread
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To: Spekulatius who wrote (9110)1/16/2002 6:18:01 AM
From: nigel bates  Read Replies (2) of 9719
 
I'd add MLNM and MEDX. These are "must haves" for biotech investors

I'd argue that there's a better case for CATG than MEDX. They have more in the clinic (6 Mabs so far), and could get a very nice boost in the second quarter when D2E7 - Abbott's RA treatment - is expected to file.

Don't disagree with you otherwise.

nig
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