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

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To: Vector1 who wrote (9129)	1/18/2002 1:54:43 PM
From: tuck	of 9719

V1, Obviously, you follow this closely, and you seem to have made a good entry. Seems to be a target rich environment for buying. In addition to the candidates already mentioned, I am trying to find reasons not to buy Curagen at these levels. Anybody? I think genomics and proteomics companies are simply out of favor; I can find no obvious bad news for Curagen. I think the pendulum may have swung too far in favor of old-fashioned biologics companies. OTOH, I can't find news, period. I can't dig up the abstract at the ACG site that was supposed to have Curagen's preclinical IBD data. Bayer is too secretive (or unproductive) to publish abstracts, the ABGX deal is too young for results, and I can only get teeny clues about Glaxo and Genentech collaborations' results. Help! Looks like I'm reduced to listening to the November Robbie Stephens presentation by CEO Rothberg. I'll post anything of interest on the CRGN thread. Cheers, Tuck

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