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Strategies & Market Trends : VOLTAIRE'S PORCH-MODERATED
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To: farkarooski who wrote (49181)3/31/2002 3:55:28 PM
From: Jim Willie CB  Read Replies (2) of 65232
 
I still like VXGN and GZMO, but timing is guesswork
Vaxgen is one of 3-4 in a race for HIV vaccine
FDA is an obstacle here
speculative biotechs got their nuts cut off this winter

Genzyme Molecular Oncology has a great cancer workbench FUSE
but again, dunno on breakthru for timing

I suspect both are great longterm
but I see more immediate homeruns with oil/gas and silver
nothing like shortage of supply and rising demand to create a massive price power and profit margin opportunity

/ jim
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