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

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To: Bob L who wrote (9165)	2/24/2002 10:52:49 PM
From: Vector1	of 9719

Thanks Bob, I should have listened to me. They still have a wealth of valuable intellectual property but the new business plan has a long way to go and they are going to spend a ton of cash getting there. This market has been depressing for biotechs for about a year. No question they were way overvalued along with everything else. In addition some high profile failures and the total lack of leadership at the FDA has hurt. What we need are some big wins. Some of the ones I am expecting include approval of Bexxar in Q2, approval letter for Soltara on March 11 and launch in time for the fall allergy season, success for KOS's launch of Advicor and reacceleration of Thalomid growth for Celgene. v1

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