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Biotech / Medical : MedImmune

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To: Shlepper who wrote (57)7/17/1997 12:46:00 PM
From: Pseudo Biologist   of 416
 
Shep, back on the "hot" prospects issue. I can tell you what I like/have; some (all?) of these may take their own looong sweet time to play out, if ever. In gene therapy, Vical, Cell Genesys and Ariad. In genomics, Millennium and Sequana. In antibodies, IDEC as well as MedImmune; also ICOS, although they are more focused on inflammation. I also like Isis (an antisense company - many see a parallel sentiment-wise between antibodies and antisense) and Ligand. All of these are relatively small holdings - the joys of ~$10 trades.
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